When we launched Nutshell last November, we had built four stunning reports to monitor the most important aspects of your business. In the following months, we've greatly expanded those reports, making them easier to use, more insightful, and adding brand new data.
Today we're announcing the release of a brand new reporting tool, Sales Analytics. We've built six new graphs and associated metrics that provide insightful information at a glance. We think these new reports are so valuable that we've integrated them into the home page of the Reports tab.
All sales analytics share the same date and filter selector -- by default you'll see a rolling 30-day view of all leads and activities. Filters allow you to only see leads from specific sources, for a single product, or assigned to specific users.
The new leads metrics are a simple way of monitoring the quantity of your incoming leads.
Pipeline gives you information on the quantity and value of your open leads – use it to see how healthy your sales potential is over time.
The sales data shows your won leads, and lets you know if your win rate is going up or down (you can choose if you want to include cancelled leads in this rate).
Sales cycle analytics show the average lifespan of won leads -- how long they take to close. This is particularly useful to compare across multiple products and sources.
Activity effort is our favorite so far -- it shows you the number of activities your reps engage in, and compares it to the activities that actually result in won leads. You can choose if you want sent emails to be included in this data.
Leads on time is pretty obvious -- it shows the percentage of leads that haven't passed their estimated close time, and that do not have any overdue sales process steps.
We're thrilled to release this new data -- check out the knowledge base article for more information on how we calculate it. We've incorporated feedback from many of our customers, and we'd love to hear how these sales analytics work for you. We're still hard at work on other updates, especially in the dashboard, activities, and the upcoming Android app. Stay tuned!
Andy is the lead developer at Nutshell and has been working with the web since the 28k modem. He’s a master at turning designers’ sketches into pixel-perfect interfaces. Look for his bike in front of our Ann Arbor offices, and find him on Twitter.