How can you access sales and activity quotas?
The sales and activity quotas feature is available to Nutshell Sales customers on the Growth plan and above.
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Nutshell’s CRM reporting and analytics tools help you and your team learn what’s working and what needs to improve. With powerful insights gathered from your sales data, you have the power to optimize sales processes, boost productivity, and secure more deals.
See how the month’s sales are shaping up, how you’re tracking against previous periods, and whether your team is meeting their sales and activity quotas with Nutshell CRM reporting. Drill down by product, rep, lead source, and more to identify the biggest movers for your business—and see where your team may need support.
The sales and activity quotas feature is available to Nutshell Sales customers on the Growth plan and above.
Gain insight into how your reps are spending their day and what sales activities make the most difference in winning deals. Leverage powerful reporting to pinpoint ways to more effectively manage your team to achieve—and surpass—their quotas, all within your CRM.
Nutshell gives you the information you need to estimate future sales, delivering CRM reporting at its best. Using past sales and what’s still in your pipeline as your launching pad, project future sales and quota attainment so you can course-correct and meet your goals.
Use your reports to identify your best lead sources and ensure you’re keeping the pipeline filled. Then identify new opportunities and develop strategies to boost pipeline volume.
Use your reports to identify your best lead sources and ensure you’re keeping the pipeline filled. Then identify new opportunities and develop strategies to boost pipeline volume.
View conversion rates at each stage of your funnel to monitor performance and identify where deals are getting stuck. Use the insights to refine your sales process and keep leads flowing.
Hold op med at spilde tid på at lave diagrammer i Excel eller PowerPoint. Med et enkelt klik på en knap kan du gemme Nutshell rapportdiagrammer fra dit CRM til hurtig brug i dine præsentationer.
The activity report is available to Nutshell Sales customers on the Growth plan and above. The forecast, losses, and sales funnel reports are available to Nutshell Sales customers on the Pro plan and above.
Your CRM holds a wealth of data poised to help your sales team sell even better. With Nutshell’s customizable reports, you have the power to uncover insights, zero in on the metrics that matter most, and make informed decisions that move the needle. See how reporting works in the walkthrough below.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
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Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
A CRM report is an analytical report done using data from a CRM system. Because CRMs help sales teams organize, track, and manage their leads and sales, they are valuable databases of information about sales, losses, leads, activities, and more. A CRM report can provide insights into:
Running a CRM report in Nutshell is as simple as selecting your filters and watching the data populate. All Nutshell reports allow you to choose from a set of standard filters as well as your own custom fields so you can dive into the data that matters most. Then, simply select a date range, and Nutshell will present the data automatically in an easy-to-read bar or line graph that’s ready to be downloaded and shared.
The best sales reporting tools will provide your team with features that help you break down your sales data into actionable insights. Here are a few key features to look for:
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Simple UI, powerful growing features, analytic tools that create opportunities for real optimization across the funnel. The Nutshell team gets it. Nutshell accounts for the needs of a real growth team, which means having a tool that is as useful to the day-to-day work of sales teams, sales leaders, and growth leaders.
Michael C. Head of Growth Phenomenon
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