Robust Reporting Tools with ProphetCRM
Grid View Reports
Prophet Grid Views enable team members to query, filter and sort contact, company, and opportunity data. Build and run custom reports in Grid View on any data point stored within an opportunity, contact, or company field. Save these predefined views for future access.
As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider.”
VP Information Technologies, Alston Construction
Prophet Report Manager empowers sales and business managers to inspect sales rep activity required to close business. Report categories provide a helpful starting point for drilling down into specific activity metrics. Organize and save reports for future one click reference, or export them for others to view. Report generator provides specific insight into what activities the team is working on and can be sorted based on company, activity type, sales rep, or date.
Sales reports show the sales process in graphic form, layering time-based graphs to show things like sales cycles, sales rep stage distribution, conversions based on stage, and rep-based conversion metrics.