Ready to unlock the full potential of your CRM, Sales, and Productivity with Teamleader Focus? In this article, we dive into the different reports that can transform the way you work, breaking down the value of each report and how they can drive your success.
| Need general information first on the Insights module & how to customise your reports? Discover everything about Insights here. |
| Or take a look instead at the Insights Library on Revenue, Invoices & Subscriptions. |
Customers
Below you'll find a list of all insights reports related to your CRM.
Deals across Cities
This report gives you an overview of how your open deals are geographically distributed across cities. Find out where your company thrives best or find new market opportunities.
Returning customers
Your most loyal customers. This report tells you the customers with whom you have signed multiple deals this year.
Tip: a kind gesture of thanks or thinking about a strategy around certain discounts will further solidify the future business! Make sure to take a look at our price list functionality.
Deals
Below you'll find a list of all insights reports related to deals.
Monthly Sales Report
Your go-to Monthly Sales Report. This report gives a clear overview of deals won each month and will help you track your sales performance.
You could filter this report further per e.g. customer, per assignee or per deal pipeline, and choose any given period to be displayed.
Deals across Phases
Your Comprehensive Sales Pipeline Report. How many deals and potential revenue is sitting across the different Phases? Make sure you’re meeting your sales targets and help each other where needed.
You can also find this information back in the kanban view in your Deals, but in Insights you can further filter and group this information to really zoom in on the information relevant to you.
Sales Performance Year over Year
See how your sales have performed year over year and identify positive or negative trends. Take action if needed!
Duration in deal phase
Keep an overview of how long a deal has been in its current phase. It’s harder to convert deals that have gone cold - keep them warm.
Deal lost reasons
Despite best efforts, some deals will eventually be lost. When a deal is lost, you can specify the reason. This report gives an overview of the deal lost reasons over a specific time period. It can help you spot trends and opportunities to improve your services, and win more deals as a result.
Pro tip: a team goal such as decreasing a specific deal-lost-reason can be very motivating.
Find more information about lost deals & loss reasons here.
Top customers by deal profit margin
These customers have the best profit margin on your won deals for this year. Keep investing in them to build a strong relationship and a healthy profit!
Read all about margin and markup on quotations here.
Deal cycle time
Deal cycle length is the average time it takes your sales reps to close a sale. This metric sheds light on the overall efficacy of your sales process. Here we look at the average cycle length for the deals created this year.
Pro Tip: Group by Assignee to get insight into individual sales rep performance.
Best performing deal sources
What are your best performing deal sources?
Tip: Chances are that by clicking on this report, you discover that filling out the deal source is something that’s often forgotten by you and your colleagues. Add your list of sources in settings and create a habit around adding them to a deal to get long term insights!
Time until contact & touchpoints on deals
Deals that get cold are harder to convert. This report gives you the average time it takes for your team to make the first contact on an open deal through a meeting, call, task, email or CloudSign (a quotation that was sent) and compares it with your won deals.
By default, your chart type will be ‘Numeric’ and an average time will be shown. You can further filter on this based on assignee, pipeline etc.
In addition it shows you how many touchpoints you are averaging per deal, as compared between your open and won deals. This could be handy to e.g. set certain targets on minimum or maximum touchpoints within the company.
Deals across Status
Your Comprehensive Monthly Sales report. How many deals are currently open vs. won vs. lost and the respective sales revenue.
Pro tip: Group by Pipeline or Company entity to compare how different pipelines & entities are faring against each other.
Products
Below you'll find a list of all insights reports related to products.
Top Products by Revenue
Find out your top sold products based on the booked revenue in this year.
This report can help you set prices, manage stock, and focus marketing to increase profits. It also helps you understand what customers want and use resources more wisely.
Top product sales
Report over your product sales. Overview of products sold the most as per accepted quotations this quarter. Change the date filters to see yearly or monthly performance.
You could also export this information to Excel via your invoices overview.
Timetrackings
Below you'll find a list of all insights reports related to time trackings.
Time tracking per employee
This report gives a crisp overview of the time tracked per Employee, broken down into billable, non-billable, billed and credited hours. Plus the total billable and billed amounts. Deep dive into the value generated by your Employees.
Time tracking per customer
This report gives a crisp overview of the time tracked per customer, broken down into billable, non-billable, billed and credited hours. Plus the total billable and billed amounts. It helps you to get a good grip on time spent per customer, and what that time yields.
Time tracking per work type
This report gives a crisp overview of the time tracked per Work Type, broken down into billable, non-billable, billed and credited hours. Plus the total billable and billed amounts. Deep dive into which work is typically non-billable vs which gets revenue in.
Find more information about work types.
Time tracking per team
This report gives a crisp overview of the time tracked per Team broken down into billable, non-billable, billed and credited hours. Plus the total billable and billed amounts. Deep dive into how your teams are faring compared to each other.
Users
Below you'll find a list of all insights reports related to users.
Billability Rate
Billability Rate is the percentage of time your employees spend on billable work vs their total hours tracked. This report sheds light on overall efficiency and productivity of your employees.
Tip: The industry standard for Billability ranges from 70% to 90%. However, it’s important you define it for your team based on your industry and company culture.
Average hourly rate per employee
This report gives you the average external hourly rate your active users are bringing in. Based on the internal cost, it also gives the average profit margin per employee.
Time efficiency per employee
Weekly report of the ratio of weekly time tracked by employees versus their weekly available hours. Careful to not let this drop below a healthy limit and have an open conversation when it does.