4th July 2024
5 July 2024
Two new reports added: Customer Retention shows reorder activity by customer, account manager or type with lead creation for at-risk accounts; Duration Reporting measures time between pipeline stages such as lead to quote or quote to payment.
Customer Retention Reporting – Find out whether your customers are ordering from you again.
View by customer, account manager or customer type:
Drill down to the problem customers and create leads for each one to rebuild sales:
Find retention reporting at the Report Center -> Customer.
Duration Reporting – How long does it take from a lead arriving to the quotation being sent out? Or how long is it from a quote to being paid by different customers? Zigaflow’s new duration reporting will give you the answers.
- Set up your locations in the Settings -> Account Settings -> Company Locations. Put in the days and hours worked in each location
- Set each team member to a location
- View the report in the Report Center -> Duration. Set the modules and statuses to measure between:
4. And the measure:
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