CRM reporting
Customer activity logged in Breww can be reported on in three ways:
- The CRM reporting report, in the Leads section or on the reporting dashboard under Pre-built Sales reports → Sales team & CRM
- An aggregate report, built from the Build a new custom report section of the reporting dashboard
- A raw data report, built from the same section
CRM reporting
You can access the CRM report by heading to Leads -> CRM reporting, or from Reporting -> Pre-built Sales reports -> Sales team & CRM.
Activity targets
Within this section, you will be able to create Default CRM targets; you will also be able to override your default targets on a given month if you think they should be higher or lower for that specific month.
Setting customer CRM activity targets
To set your CRM activity targets for your active customers, simply select the edit pencil. Here, you can enter both the default targets and any overrides for the month.
Setting lead status CRM activity targets
To set your default targets, select the Default CRM targets button. You can enter any overrides for the month via the edit pencil against the lead status.
Hitting targets
As you enter CRM activities, the report will update to include these entries. This will display the Current total alongside the target for the month and the Target to date. 'The target to date' figure is based on the day of the month that you look at the report, and this will display the expected activity to have taken place. In the example below, the Target to date for 'Call' activity to customers is 12.8. This is simply looking at your target (18) divided by the number of days in the month (31) multiplied by the number of days in the month so far (22). If you are on target, then this field will be displayed in orange. If you are not on target for the month, it will display in red; if you achieved your target, it will be in green.
Other reportable data
This section contains other handy CRM reports, such as total conversions, lead loss reporting, and activity by sales person.
Aggregate reports
To build one, click Reporting, expand Build a new custom report and, under Customers & suppliers, click Aggregate next to Customer (CRM) activities. Explore your CRM activity data by activity type, user, and customer type, and build an aggregate report that you can view as a chart or a data table. You can also filter your data via the BrewwQL filter and export it to Excel.
Raw data reports
Click Raw data next to Customer (CRM) activities (under Customers & suppliers in the Build a new custom report section) to explore the specific lines of data entered for CRM activities. The same group also has Customers & suppliers, Contacts, Customer complaints and Tasks for other customer, supplier, lead and contact data. You can filter your data using the BrewwQL filter and export it to Excel.
To explore reporting further, we recommend reading Reporting via the Aggregate Report Builder and Raw Data Explorer.
