CRM

General Reports

The General Report is a feature in Nobox.Ai used to display general reports related to information from the CRM menu.

Tampilan Dasbor NoBox

In this display, there are several sections, each with its own function. The explanation of these functions is as follows:

PartsFunction
Sales PerformanceBid results information from the team in a monthly time period
Annual Sales Comparison

Bid results information with a yearly period to compare bid performance in the previous year

Bidding Board ConversionTotal bid information at each stage based on the board
Winning BidTotal bid information with won status based on user
Offers by StageTotal bid information by stage
Summary Report

Brief report information about the performance and interactions of offers recorded in CRM

SourceTotal bid information based on bid source
Reasons for FailureTotal bid information based on the reason for the bid loss
TaskBrief information of the latest assignments
Weighted Average of Deals by StageAverage bid results information based on stage
Cumulative Daily Sales Performance per MonthDaily sales performance information per month

If you encounter any issues or difficulties related to Nobox.Ai, please contact us through Support Ticket