Detailed Tasks list on the RD Station CRM Power BI Report

Deals page: Provides a comprehensive view of the company's negotiations, showcasing key data like the number of negotiations by funnel phase, main reasons for losses, and the most significant sources of sales opportunities. Main features include detailed filters and informative charts, enhancing data-driven analysis and decision-making to optimize the sales process

Negotiations list page: This page is an essential tool for the efficient management of your negotiations. It allows you to view all ongoing negotiations, categorized and organized in an intuitive manner. This functionality facilitates the monitoring of the status of each negotiation, helping to prioritize actions and strategically direct efforts to close more sales

Tasks page: The 'Tasks' page of the RD Station CRM Power BI Report, developed by Kondado, incorporates crucial productivity metrics such as the average number of tasks per negotiation, response time, and tasks completed by type. These indicators are fundamental for assessing the operational efficiency of the sales team, allowing for the identification of areas for improvement in the task management process and optimizing overall performance

Tasks list page: The 'Tasks List' page on the RD Station CRM Power BI Report is an essential tool for the effective management of sales activities. It allows users to view, organize, and prioritize tasks in a clear and objective manner, ensuring that the most critical actions are addressed promptly. On this page, it is possible to filter tasks by status, responsible party, sales funnel, among other filters

Sales page: This dashboard page is your window into your company's sales performance, offering a rich and multifaceted view that goes beyond mere numbers. Here, you don't just see the total sum of sales made, but also dive deep into the metrics that define your sales team's success