Are you spending hours on manual reporting, struggling to consolidate data from various sources and drowning in spreadsheets? It's time to bring order to the chaos and boost your reporting game. In today's fast-paced business landscape, accurate and timely reporting is crucial for making informed decisions. However, traditional reporting methods can be time-consuming and prone to errors. That's where CRM-enhanced reports come in.
In Knowledge Prospect, built with publishers in mind, we have a range of reports that provide valuable insights into your company’s performance. These enhanced tools enable you to automatically pull data from your CRM system and generate comprehensive reports, eliminating the need for manual data entry and reducing the risk of errors.
Our reports cover a range of areas, including finance, user activity, and KPI tracking. Whether this is the enhanced planner’s report giving the user information on the status of their adverts, the revenue report that provides deep dives into the advertising, producing payment status, costs, team performance and more, or the customer reports which can give a great insight into a customer’s spend and preferences. We have the tools to capture your metrics, allowing measuring and reviewing to be a simpler process.
Inside our CRM, you’ll find finance reports to keep tabs on outstanding debts, user reports giving insights into your staff’s performance, and KPI reports meticulously tracking sales against set targets for individuals, teams, and even the whole company.
By integrating Knowledge Prospect with your planning tools, you can access the enhanced planner’s report. This provides your planning team with a clear view of what’s on the agenda for any given day or a longer period. It presents advert statuses, including artwork processing details and booking information. Plus, it offers specifics for each appearance, such as publication, size, and classification.
All of our reports operate in ‘real-time’, ensuring users have access to the most up-to-date and accurate information. They’re also super customisable, allowing users to tailor them to show only the needed information. Plus, they can be privilege-led, enabling individuals to track their performance and that of their teams, while managers can tap into the same reports for a bird’s-eye view of company-wide data. Report fields are flexible, and data export functionality makes delving into further analysis a breeze.
Is it time to revolutionise your business by embracing the might of CRM-enhanced reports? Bid farewell to the tiresome grind of manual reporting and welcome a new era of efficiency and productivity with Knowledge Prospect.
For more information, feel free to contact us and one of our in-house experts will be more than happy to help.
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