User Efficiency

Examining the results of users

On the Reports [1.1.] > User efficiency [1.2.] page you can get information about users’ efficiency in helping clients to step forward in the sales process.

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Analyzing data

Closing rate [2.1.]

In this column you can see the rate of those cards that were closed successfully during the period that you examine.

If you click on a number, you can list the relevant cards.

Opportunities [2.2.]

In this column you can see the number of cards assigned to a user.

If you click on a number, the relevant cards are listed.

Stayed in Opportunities for [2.3.]

In this column you can see how many days cards stayed in the Opportunities status group.

So you can find out how many days were spent on carrying out a project.

If you click on a number, the relevant cards are listed.

For more information, see: Customizing Statuses (processes) > Status groups

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Closing date

Select a period that you want to examine [3.1.].

You can select a value or set a custom range.