Starting from WP ERP v1.3.6, you will have a new feature, Reports, integrated in your core CRM module.
Navigate to WP Admin Dashboard → WP ERP → CRM → Hover your mouse on ‘Reports’.
You will find 3 types of ready-made reports:
- Activity Report
- Customer Report
- Growth Report
Click on View Report to see each report.
Under Activity Report, you can view the total number of schedules, emails, tasks, and notes that all your agents or you have created for all your contacts and companies.
The Customer Report shows the total number of Subscriber, Opportunity, Leads, and Customers.
You can filter this report in 4 ways to get a more detailed picture.
The owner-wise customer report divides your contacts and companies by the contact owners (agents who created them and who are assigned to them).
The country-wise customer report divides the contacts and companies by the countries they are from.
The source-wise customer report divides the contacts and companies by the different ways they came in touch with your business and company e.g. advertisement, contact forms, opt-in forms, email, phone calls, conferences, etc.
The group-wise customer report divides all your contacts and companies by the different contact groups they are added to.
The Growth Report shows the total number of Subscribers, Opportunity, Leads, and Customers that you created for each month.
This report shows both a bar chart and a list of the totals.
Upon hovering your mouse over each bar, you can view the total number of all the contacts type-wise.
You can also filter the bar chart and list using custom ranges.
That’s all about WP ERP CRM reports.