Report
adminWe understand that reports are essential in each company to study the progress of each and every business activity. With Saphyte, reporting becomes easy through its Report Wizard using the pre-defined report templates in the system.
The following are the predefined scoring templates in Saphyte:
- Score Category Report – shows how many clients belong to a specific scoring category
- Top Assignation Score Report – shows the top clients score by rule type
- Top Score Clients Report – shows the top clients by score
- Positive Versus Negative Score Report – shows a pie chart to compare versus negative scores
- Score Assignation by Type Report – shows charts to compare scoring rule assignation
adminWe understand that reports are essential in each company to study the progress of each and every business activity. With Saphyte, reporting becomes easy through its Report Wizard which will guide you in creating your own customized report.
The custom report allows you to tailor your own report according to your preferences.
To create your own custom report:
1. Under the Reports tab, click ‘Create Custom Report’.
2. Add a Report Name. Choose the type of entity you want to create a report for either under the ‘Search by entity’, or simply select among the options displayed. Click on ‘NEXT’ to proceed.
3. The system will ask you to select the attributes of your report. Tick the boxes to enable the attribute on your custom report. Click ‘Next’ to proceed to the next step.
4. Set the criteria for your report. The criteria help refine the selection of attributes according to a condition specified.
5. Export and save your report.
adminWe understand that reports are essential in each company to study the progress of each and every business activity. With Saphyte, reporting becomes easy using the pre-defined report templates.
You can access the Sales Reports under the Reports tab.
- Pipeline Summary Report – gives you a general view of the current standing of your pipeline in terms of stage distribution, total deals worth, count of active, won, and lost deals.
- Funnel Deals Report – shows the rate of deals moved across all the stages of your sales pipeline until it gets closed
- Sales by Team Member Report – shows the total number of sales made by each salesperson
- Pipeline Stage Distribution Report – shows the number of deals and the worth of each deal in each stage of your sales pipeline
- Client Sales Report – shows how much deal was won or lost per client
- Pipelines Projection Report – shows the projected amount that can be closed per sales pipeline
- Pipelines Performance Report – shows comprehensive stats of your pipeline performance within a date range
Download Report as PDF
The predefined reports are downloadable as PDF by clicking on the ‘Download as PDF‘ button.
