Discover Key Analytics and reporting Your Business Needs!
Our CRM analytics dashboard allows you to visualize your sales information and statistics. With this tool, you can gain valuable insights from your data to make informed business decisions.
Marketing analytics and CRM reporting
- Conversions by sales stage
- Form completion, email click-through rates, and more
- Marketing and campaign performance
- Contact action
Sales reports
- Track your sales reports by day, week or month and see how they compare to past time periods
- Find trends for payments, revenues, and transactions over any period of time
- Visualize your growth by having your sales reports directly inside your app
- Click into specific analytics for a detailed report to take immediate action
Contact growth and engagement analytics
- Easily track and analyze key performance metrics, such as sales figures and customer demographics, to identify trends and opportunities for growth.
- Monitor your team's performance and identify areas for improvement.
- Easily track and filter using advanced criteria and contact data.
Payments and revenue analytics
- Track weekly and monthly activity for payments, revenues, and transactions using our analytics data.
- Use the data to manage your invoices and payments more efficiently.
- Visualize your revenue growth directly in the app to easily see how your business is performing.
- Use the insights provided by our analytics to make informed decisions that will drive the success of your business.
Ready to dominate your market with all these tools?
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Frequently asked questions
Yes, Rise offers pipeline reporting analytics that allow you to easily see how your pipelines are performing. You can pull up a chart showing trend lines and see how your sales reps are doing. This can help you identify areas for improvement and optimize your sales strategy to drive more revenue for your business.
Graphly integrates seamlessly with Rise, giving you access to even more powerful and easy-to-read reports. With Graphly, you can create beautiful reports that help you gain valuable insights from your data. Plus, you can take immediate action by starting or stopping automations right from the reports. This can help you make data-driven decisions and optimize your sales strategy.
Rise allows you to track every stage of the customer journey, from initial engagement to conversion and beyond. This means you’ll be able to see where there are drop-offs in your marketing funnel and sales process, and where engagement is highest. When you accept payments through Rise, you’ll be able to see the direct impact of your sales and marketing efforts on revenue.
Yes, Rise allows you to easily segment your audience using tags. You can apply multiple tags to contacts in your CRM, giving you flexibility in your audience segmentation and reporting. Then, you can run reports based on the tags you’ve applied to see how different segments of your audience are engaging with your content and offers. This can help you tailor your marketing and sales efforts to different segments of your audience.
