What does the Sales module show me?
What does the Sales module show me? |
Sales module provides comprehensive insight for improved sales performance.  The Sales module provides a consolidated view of client acquisition and lead pipeline performance. Key account metrics, including Total Accounts, Today's Accounts, and Monthly Accounts, offer a real time snapshot of account opening activity, while the Total Clients trend chart tracks growth across the financial year. The Lead by Stage Funnel maps detailed pipeline progression, reflecting the number of clients processed at each stage, while the Lead Ageing Analysis segments leads by age, 7 days, 14 days, 21 days, and 28 days from lead generation, helping APs prioritize timely follow up and reduce lead drop off. Gain a unified view of sales performance through the Sales module, with insights into leads, accounts, funnels, and ageing analysis.  Track Your Sales Performance Get a complete view of client acquisition, account metrics, lead pipeline stages, and ageing analysis, all in one place with the Sales module. Have a Question? Email Us: partnerdesk@jainam.in || Call Us: 0261-6725528 |