CRM

CRM Reporting

Go to CRM > Reporting > CRM Analysis.

Dimensions

• Salesperson, Team, Stage, Source, Country, Campaign, Tag.
• Expected Closing Date, Created Date, Won Date.
• Product Category (if linked to quotations).

Measures

• Expected Revenue, Won Revenue, Count of Opportunities.
• Weighted Revenue (probability-adjusted).
• Average Deal Size.
• Win Rate (Won / (Won + Lost)).
• Sales Cycle Length (days from creation to won).

Key Dashboards

• Pipeline Analysis – Revenue forecast by stage and team.
• Lead Source Analysis – Which channels generate the most revenue.
• Lost Analysis – Reasons for lost deals. Improve processes.
• Cohort Analysis – Conversion rate over time from lead creation.
• Activities Analysis – Completed vs overdue activities per salesperson, useful for coaching on follow-up discipline separately from raw revenue numbers.

Best Practices

• Review pipeline every Monday morning – move deals that stalled.
• Keep lost reasons accurate – data drives process improvement.
• Set probability realistically (50% = needs proposal, 90% = verbal commit).
• Use automated next activities to never drop a follow-up.
• Reconcile CRM's "Won" total against Sales' actual invoiced revenue monthly – a gap usually means Won opportunities aren't being converted to quotations promptly.

CRM > Configuration > Settings

Lead Management

Pipeline

• Recurring Revenues – Turn on MRR/ARR tracking on opportunities (see the Recurring Revenue Opportunities article).
• Predictive Lead Scoring – see above.
• Team Targets – Enables the invoicing-target progress bars on team kanban cards.

Communication

• Live Chat – Website visitors chatting with sales can be auto-converted to leads.
• WhatsApp – If the WhatsApp integration is installed, conversations can also create/update leads.
• Email Templates – Standard follow-up emails sent from an opportunity's chatter.

Lost Reasons

CRM > Configuration > Lost Reasons – maintain the list salespeople choose from when marking a deal Lost. Keep this list short (5–8 options) and mutually exclusive so the Lost Analysis report stays meaningful — a long, overlapping list makes the data useless for spotting real patterns.

Tags

CRM > Configuration > Tags – free-form labels (e.g. product line, campaign, deal size band) usable in assignment-rule domains and as a reporting dimension alongside Stage/Team/Source.

Organising Your Sales Force

Go to CRM > Configuration > Sales Teams.

Creating a Team

• Team Name and Team Leader (manager who sees all team pipelines).
• Members – Salespeople who see this team's leads/opportunities in "My Pipeline".
• Email Alias – Incoming emails to this address auto-create leads assigned to the team.
• Website – If multiple sites, which one's contact forms feed this team.
• Invoicing Target – A monthly revenue target shown as a progress bar on the team's kanban card.

Individual Targets

Beyond the team-level target, each salesperson can have a personal monthly target set on their user record (or via a dedicated Target wizard, if enabled), so managers can compare individual attainment inside a shared team goal.

Commissions

Quickenerp doesn't compute sales commissions natively out of the box; commission plans are typically modelled with a dedicated commission-tracking module (linked to Won opportunities/invoiced sales) or calculated externally from the CRM Analysis report's Won Revenue by salesperson.

Team Dashboard

The CRM > Sales Teams kanban view is a manager's home screen: each card shows the team's pipeline total, won-this-month revenue vs target, and a mini activity feed. Click a team card to drill into just that team's pipeline.