Standard and Custom Reporting: Measure and Manage Your Business With Clientele Reports

See Also Features

Clientele reports keep decision makers well-informed.

Measure employee performance and customer satisfaction, track return on investments and contain costs, stay focused and plan wisely with the reporting advantages of Clientele. With Clientele reports, you can easily see how much time each employee spends on a call, identify which products are a support burden, and spot potential problem areas before they put your business at risk. You can quickly report on sales revenue and product movement, as well as track market trends. And, you can manage your sales pipeline to determine if there are enough leads to reach your revenue objectives. Clientele enables you to be proactive and intelligently reactive with timely and critical information at your fingertips—you’ll stay informed.

AnswerBook

• AnswerBook Card Detail by Card #
• Approved for External Searching
• Approved for Internal Searching
• Pages Modified Since
• Pages Not Modified Since Change Request
• Change Request Detail
• All Open Change Requests
• All Requests Found in Product and Version
• All Requests Resolved in Product and Version
• Requests by Number of Calls Customer Support
• Group Calling History
• Trouble Ticket Detail
• Average Call Length by User
• Closed Calls per Week
• Average Call Length by Product
• Calls Assigned by User
• Calls Opened by Product
• Closed Calls by Day of Week
• Closed Calls by Hour
• Closed Calls by Month of Year
• Closed Calls by User
• Number of Events per Hour
• Number of Events per Month
• Closed Calls by User
• Number of Events per Hour
• Number of Events per Month
• Number of Events per User
• Number of Events per Week
• Number Received by Contact Method
• Opened Calls by Day of Week
• Opened Calls by Hour
• Opened Calls by Month of Year
• Opened Calls by User
• Opened Calls per Week
• Call Time Spent by User
• Closed Calls by Product
• Closed Calls by User
• Open Calls by Product
• Open Calls by User Feedback
• Feedback by Date Entered Follow-Up
• Daily Follow-up List for User
• Open Follow-up List for Department
• Daily Follow-up List for Department
• Follow-ups by User/Date Due
• Follow-ups by User/Priority
• User Open Follow-up List List Management
• Processed by Date/Owner
• Ready to Process by Date/Owner

Marketing

• Win/Loss by Account Manager
• Win/Loss by Product
• Marketing Activity Analysis
• Marketing Program Analysis
• New Business vs. Additional Business-Org
• New Business vs. Additional Business-Prod
• Lead Aging
• Lead Conversion Analysis
• Leads by Activity
• Leads by Potential Revenue
• Leads by Stage
• Leads by Week
• Leads by Month
• Marketing Activity Lists by Month
• New Business vs. Additional Business
• Open Leads by Rep

Orders

• Literature Library
• Part Information

Orders Processing

• Invoice
• Pack Slip
• Pick List
• Shipping Labels
• Daily Orders Electronic
• Daily Orders Physical
• Daily Sales

People/Groups/Organizations

• Mailing List for a Customer Type

Products

• Products for an Organization
• Active Product Agreements
• Expired Product Agreements
• Products in System by Org
• Registered Product List

RMA’s

• RMA Detail
• Open RMAs by Date Opened

Sales Process

• New Customers Sales Cycle Detail
• Opportunity Action Plan
• Account Manager Opportunity Stage by Product
• Account Manager Sales Cycle Timing
• Continent Opportunity Stage by Product
• Continent Sales Cycle Timing
• Country Opportunity Stage by Product
• Country Sales Cycle Timing
• List Accounts by State
• List Accounts by Type
• List Organizations by Territory
• New Customers Sales Cycle Summary
• Number of Opportunities by Milestone
• Number of Opportunities by Territory
• Open Follow-ups for an Account Manager
• Potential Revenue by Milestone
• Region Opportunity Stage by Product
• Region Sales Cycle Timing
• Territory Opportunity Stage by Product
• Territory Sales Cycle Timing
• World Opportunity Stage by Product
• World Sales Cycle Timing

Sales Revenue

• Account Manager Forecast
• Account Manager Pipeline
• Continent Sales
• Country Sales
• Monthly Account Manager Sales by Product
• Monthly Continent Sales by Product
• Monthly Country Sales by Product
• Monthly Region Sales by Product
• Monthly Territory Sales by Product
• Monthly World Sales by Product
• Potential Revenue by Milestone
• Number of Opportunities by Milestone
• Number of Opportunities by Territory
• Revenue by New vs. Additional Business
• Region Forecast
• Region Pipeline
• Region Sales
• Sales Quota vs Actual
• Territory Sales
• World Sales
• Account Manager Forecast
• Account Manager Forecast by LOB
• Account Manager Forecast by Product
• Account Manager Pipeline
• Account Manager Pipeline by LOB
• Account Manager Pipeline by Product
• Account Manager Sales
• Account Manager Sales by LOB
• Continent Forecast
• Continent Forecast by LOB
• Continent Forecast by Product
• Continent Forecast by Snapshot
• Continent Pipeline
• Continent Pipeline by LOB
• Continent Pipeline by Product
• Continent Sales
• Continent Sales by LOB
• Country Forecast
• Country Forecast by LOB
• Country Forecast by Product
• Country Forecast Snapshot
• Country Pipeline
• Continent Pipeline by LOB
• Country Pipeline by Product
• Country Sales
• Country Sales by LOB
• Region Forecast
• Region Forecast by LOB
• Region Forecast by Product
• Region Forecast Snapshot
• Region Pipeline
• Region Pipeline by LOB
• Region Pipeline by Product
• Region Sales
• Region Sales by LOB
• Territory Forecast
• Territory Forecast by LOB
• Territory Forecast by Product
• Territory Pipeline by Product
• Territory Sales
• Territory Sales by LOB
• World Forecast
• World Forecast by LOB
• World Forecast by Product
• World Forecast Snapshot
• World Pipeline
• World Pipeline by LOB
• World Pipeline by Product
• World Sales
• World Sales by LOB

System

• List Workgroups
• User Detail
• Workgroup Details
• Current Option Settings