Goal Progress Reports
Measure campaign and team performance against predefined targets. Track revenue, deals won, and departmental goals to keep everyone aligned.
Analytics
CRM performance and sales analytics dashboards for managers
Sales teams handle leads, calls, follow-ups, meetings and pipeline updates every day. VSCRM analytics helps managers review what is pending, what is moving and what needs attention - without chasing spreadsheets or manual updates.
CRM reports and dashboards managers actually use
Review lead movement, pending follow-ups, user activity and source performance using practical CRM dashboards. Identify bottlenecks early, improve follow-up discipline and make faster decisions with clean manager visibility.
Profitability Reports
Discover which customers generate the highest revenue, show loyalty, and have the strongest repeat purchase potential.
Sales Cycle Report
Analyze how long deals take from lead capture to closure and identify delays across different touchpoints and channels.
CRM Pipeline Reports
Track how leads move through each stage of your pipeline and monitor pending opportunities with summary and detailed reports.
Sales Forecast Reports
Predict future revenue using historical data and pipeline insights. Set monthly and quarterly goals with confidence.
Sales Conversion Reports
Track lead-to-deal conversion rates across sources and date ranges to improve marketing attribution and ROI tracking.
Reports
Consistent reporting gives you visibility into key metrics such as lead movement, activity levels, response delays, source performance and team execution. This helps managers spot bottlenecks early and improve follow-up discipline.
Task Report
Task Report helps you monitor task assignments, track user responsibilities, and review task progress in detail. It provides complete visibility into pending, completed, and ongoing tasks, ensuring better accountability and team coordination.
- ● Pending vs completed tasks by user
- ● Overdue follow-ups and reminder backlog
- ● Workload visibility for managers
Lead Reports
Lead Reports provide a comprehensive overview of all leads in the system. You can analyze newly created leads, updated leads, in-progress leads, and old leads, helping you understand lead flow and overall sales pipeline performance.
- ● New leads vs old leads by date range
- ● Source-wise lead distribution and quality view
- ● Pipeline stages and movement tracking
Activity Report
Activity Report tracks all activities performed on leads, including calls, follow-ups, and updates. It allows you to monitor user engagement and ensure consistent follow-up, improving lead conversion and sales efficiency.
- ● Calls, remarks and follow-up history by lead
- ● Latest activity to spot inactivity early
- ● Consistency checks for follow-up discipline
Performance Report
Performance Report provides detailed insights into user productivity, including calling time, talk time, call outcomes, and overall engagement. It helps management evaluate team performance and optimize sales efficiency.
- ● Calling time, talk time and outcomes by user
- ● Daily activity summary for team review
- ● Identify coaching needs and gaps
Status Wise Report
Status Wise Report categorizes leads based on their current status and displays user-wise and source-wise distribution. It helps you analyze lead progress, identify bottlenecks, and improve lead management strategies.
- ● Stage-wise distribution by user and source
- ● Spot bottlenecks and stuck pipeline stages
- ● Better manager control of follow-up queues
Lead Details Report
Lead Details Report offers a complete summary of total leads, converted leads, revenue generated, and source-wise insights. It provides graphical representation for better analysis and informed decision-making.
- ● Total leads, conversions and outcomes summary
- ● Source-wise performance visibility
- ● Graphical reporting for quick review
