- Managed Reports and Analytics by CRM | SalesMantra CRM

Analytics Reports

Reports and Analytics are the pulse of any organization as they provide insights in the financial health of the companies at any given point of time. They provide objectivity to any operation and lets the management keep a close look on the performance and the results of strategic decisions at one go. It allows them the flexibility to recheck, analyze, plan realign and execute a new strategy, policy or decision gone wrong.

Sales Mantra is an exceptional friend to management as it presents everyday reports with insightful information which can be accessed at a click. It enables business managers to direct their business with complete and most accurate information. These reports include:

  • Sales Prospects Summary Reports
  • Sales Prospects Funnel Reports (Hot, Cold, Exploratory)
  • Sales Projection Reports (Weekly, Monthly, Bimonthly)
  • Target v/s Achievement Report
  • Complaint Status Report


Nine 9a.m. reports to control your business!!


Dear Sir,
Greeting Of the Day !

How will you like to receive complete business summary reports updated upto that moment giving minute details about all business activities?
Presenting following 9 reports, which your secretary can print from the system at 9:00 AM, Enabling you to direct your business with complete and most accurate information...

Sales Prospects Summary Reports
Branch-wise, Employee-wise, Product-wise (With count and values)
Sales Prospects Funnel Reports (Hot, Cold, Exploratory)
Branch-wise, Employee-wise, Product-wise (With count and values)
Sales Projection Reports (Weekly, Monthly, Bimonthly)
Branch-wise, Employee-wise, Product-wise (With count and values)
Orders Received Reports
Branch-wise, Month-wise, Product-wise, Engineer wise
Value Addition Report
Branch-wise, Employee-wise
Expense Report
Branch-wise, Employee-wise
Order Vs Collection Report
Branch-wise, Employee-wise, Customer wise
Order Lost Report
Branch-wise, Employee-wise, Competitor wise

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