Sales analytics

The home page in the reports section includes powerful, at-a-glance data on your business's sales health. These six metrics help you make informed sales and marketing decisions.

Period & filters

Out of the box, Nutshell's sales analytics give information on leads and activities from the past 30 days. You can use the period selector to choose a rolling period, or a specific month, quarter or year. All charts also include a comparison to the previous period.

Sales analytics can be filtered by user, team, product, or source. Use the filter capsule to select from your most common sources and products, or type to start searching through all users, products and sources.

New leads

The first graph lists the number of new leads per day in the current period. The aggregate data compares this period's new leads to the previous.

Pipeline

These metrics show information on open leads. Track the number of leads that were open on any giving day, and their cumulative value (pipeline).

Sales

Track the specific leads that were won in the chosen period. Win rate is calculated by the number of won leads vs. the number of closed leads. Note that you can use the include cancelled leads option to choose if cancelled leads affect the win rate.

Sales cycle

This chart tracks the average number of days that it takes to win a lead.

Activity effort

Use this information to see how many activities your sales reps are participating in, and how many of those activities result in won leads. By default, outgoing emails (captured via BCC or Google Gadget) are included as activities, but these can be hidden with a checkbox. Remember that you can filter these charts to a specific user.

Leads on time

Track leads that are overdue. This includes leads that are open past their estimated close date, or that have overdue sales process steps.

If you have any additional questions for Nutshell please contact us and we'll be in touch!