It gets you what you need

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2. Establish Basic Reporting
So, now that you’re selling out of the CRM—and filling out your opportunity statuses and updating the pipeline—the reporting will take care of itself. Your new CRM is capable of handling the most common metrics your business needs out of the box, without additional input.

Here’s how Close does it. Our built-in reporting features provide real-time insights throughout the customer lifecycle—with Pipeline views, Sales Funnel Reports, Custom Fields and Activities, and beyond. Get norway telegram data actionable data to move deals forward and improve sales forecasting. And track only the KPIs you really need—so you don’t get lost in the matrix. Er, metrics.

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But now, consider doing some manual calculations. Wait, manual?! Yes, manual. Open up your ideal spreadsheet and pull together the metrics on a weekly or monthly basis—manually. This does two things:


It trains you on the numbers
Automation is great. But sometimes, you’ll want to pull a specific KPI your CRM platform doesn’t support. (Even one as comprehensive as Close.)

The manual approach also provides the opportunity to dive into the numbers—and to understand the good, bad, and ugly on a granular level. You feel the pain of the loss and the thrill of the rise. Logging poor numbers? Ouch. Logging great numbers? Score! It keeps you sharp—and inspired to improve.