Reports in amoCRMamoCRM, LLC.505 Montgomery St. Suite 1016San Francisco, CA 94111415.874.3274
What you get with amoCRM Leads Management Contact Management Task Management On-going ReportingamoCRM is a simple, eas...
The Reports Tab         amoCRM features a Reports tab that lets you view your         team’s activity in an organized visu...
Consolidated Report               The charts and graphs show in the Consolidated Report are               your first clues...
Sales Pipeline                 The Sales Pipeline report analyzes your data to illustrate                 bottlenecks in y...
PricingStart Improving Customer Relationships Now! Try amoCRM.com free for 30 days anddecide which package works best for ...
www.amoCRM.comsupport@amoCRM.com415.874.3274
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amoCRM Reports Tutorial

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The amoCRM Reports details specific information important to your sales team and your sales managers. The consolidated report and sales pipeline features are great tools in figuring out where to change your sales processes, and find issues of "bottlenecking."

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amoCRM Reports Tutorial

  1. 1. Reports in amoCRMamoCRM, LLC.505 Montgomery St. Suite 1016San Francisco, CA 94111415.874.3274
  2. 2. What you get with amoCRM Leads Management Contact Management Task Management On-going ReportingamoCRM is a simple, easy-to-use Sales Management System designed to save youtime and money. It helps you manage leads and monitor your sales pipeline in only afew clicks.
  3. 3. The Reports Tab amoCRM features a Reports tab that lets you view your team’s activity in an organized visual manner. amoCRM focuses only on key performance indicators, the stuff you actually care about. Unlike other reporting software, amoCRM is simple to understand, and takes information right from your amoCRM data.
  4. 4. Consolidated Report The charts and graphs show in the Consolidated Report are your first clues as to whether their might be a problem with your sales process. The first chart may show that you are initiating contact with too many leads and not entering into discussions with enough of them. The filter function makes analyzing reports a breeze. You get exactly the information you want without wasting time looking for it!
  5. 5. Sales Pipeline The Sales Pipeline report analyzes your data to illustrate bottlenecks in your sales process. Here, you can also manipulate your filters to visualize data by tags, time, manager, or any combination of the three. This is the perfect tool for an administrator or sales manager to visualize the entire sales flow and notice problem areas.
  6. 6. PricingStart Improving Customer Relationships Now! Try amoCRM.com free for 30 days anddecide which package works best for you.
  7. 7. www.amoCRM.comsupport@amoCRM.com415.874.3274

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