Reporting
The Reporting feature offered by OTX is one of the most advantageous features available in any ERP system that helps us to understand the overall performance of a module. Using the Reporting menu in the CRM module, you can effectively analyze the CRM operations on a daily, monthly, and yearly basis. The result gleaned through such reports will be helpful to take necessary actions to enhance the productivity of the company better than in earlier times. OTX offers the reporting of Dashboard, Forcast, Pipeline, Leads, Activities, Partnerships, and Lead Generation views.
Forecast
The reports of the upcoming revenues can be analyzed with the help of the Forecast reporting feature available in the OTX CRM module.
This platform can be viewed in Kanban, Graph, Pivot, and List views. Using suitable measures, groups, and filters, you can improve the forecast reports.
The Kanban view will provide the forecast report for each month separately. You can observe the prorated revenue of each month in this view.
Pipeline Analysis
The analysis of all pipeline activities can be observed using the Pipeline Analysis option available under the Reporting menu of the OTX CRM module.
Leads Analysis
The reports of all leads generated through various platforms can be examined using the Leads reporting platform in the OTX CRM module. Using the advanced reporting tools, you can effectively analyze the leads in the module and take suitable decisions to improve the lead generation operations.
Activities
The Activities option in the Reporting menu will help you to get the reports of all scheduled as well as completed activities in the OTX CRM module.
Partnerships
The Partnerships Analysis platform available under the Reporting menu will display the graphical representation of the financial turnover with your partner. You can also generate reports of the opportunities generated with the help of partners using the corresponding option from the Measures .
The efficient OTX CRM module will assist you in managing leads from the time of generation from various mediums to conversion to successful sales orders. If you are searching for a dedicated software solution for the management of leads and opportunities, then OTX CRM is the best solution for your business.
