Creating reports - Spotter V2

Created by Andre Greiner, Modified on Fri, 10 Mar 2023 at 03:19 PM by Andre Greiner

The tool accepts different formats and combinations according to the combinations that best suit the company's needs. 

It is possible to cross several parameters in each report. Reports are generated dynamically. With each parameter added, the report adapts.

Conversions (Funnel)

•   The conversions data group brings the leads that were converted at each stage in the selected period, regardless of when they were registered, the same is similar to the Manager's productivity Dashboard

 

Activities

• From the activities data group, you will be able to analyze the activities based on the Expected Completion Date. ATTENTION: it differs from the Activity Management screen.

 


pains

  The pain data group makes it possible to check the pain points identified by pre-salespeople in the qualification process regarding the worked leads. 

 

Product

•  Through the product data group, you will have information such as the sum of products intended for your leads at each stage, in addition to the quantity of products already identified for the leads. 

 


Connection

• Call brings data referring to phone calls (only for accounts with telephony integration). Note: The "Call Result" dimension will only display data if call result collection is enabled.



Answers

• Answers brings data regarding filters applied to Leads.

 

 

Leads (Leads Base)

• Leads brings data referring to the leads registered in the system.



report composer


Report Composer is a dynamic tool that works with drag-and-drop interactions. Use this mode to create new reports or edit pre-existing reports. 

Here you also choose the group of data you want to analyze, Leads or Leads. To use the composer, click on “Create report”, or access an existing report.

parameters


The parameters used to compose the report can be found in the menu on the right. In this menu it is possible to select which data group will be used for data assembly. 

It is possible to select between Leads, suitable for pipeline reports, Calls focused on phone calls, Answers, suitable for reports on filters performed and Pains, focused on pains registered in the system. To change the data group, simply select the desired group at the top of the menu.

rows and columns

 

Rows and columns make up the structure of the report. By dragging dimensions onto each of these cards, you can group the data in a variety of ways. 

For example, if you add the “User” dimension under Rows, all of your pre-salespeople will be listed vertically. Adding a parameter like Market, the registered markets are distributed according to the pre-sellers.

 

 

Filters

 

This card allows you to refine your report. By dragging parameters onto this card, you can specify which specific parameters will be displayed in the report.

 

Graphic

 

The graph is generated from the data in the table, considering the order of the parameters grouped in columns and lines. In reports with more than one parameter, the top parameter will always be considered (both in rows and in columns) for graph generation. In reports with more than one parameter grouped in rows or columns, you can click on a graph's label to drill down into the displayed data.

It is also possible to select the type of graph ( lines, bars, pie,  etc.) and apply a zoom (activated by scrolling the mouse) to observe specific points of the graph.

 

 


Below are the graphic formats that can be chosen:

  


IMPORTANT: Reports are accessible by any user with a manager or pre-salesperson account with BA access permission. 

 

After creating your report, Business Analitycs will also allow you to export, save, send the report to your email, make a copy, make it public/private or even delete it. It is possible to check the points mentioned in the top menu and in the displayed icons:  


 


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