Sugar CRM Reporting of Key Performance Indicators
| Status: |
Closed
(Project expired)
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| Budget: |
€250-750 |
| Project Creator: |
rlv360
View PM Post PM
Buyer Rating: (No Feedback Yet)
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| Created: |
08/30/2008 at 13:51 BST |
| Bidding Ends: |
09/04/2008 at 13:51 BST
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| Description: |
I need to report on a range of KPI's within SugarCRM. ZuckerReports is installed in our current (Open Source) deployment of Sugar but we can install a different reporting tool if required. The current set of reports required are:
1. Leads – conversion rate from opportunity created date to job start date (can we do from lead to appointment made?), outstanding Opportunities by sales person, top leads by sales person (i.e. what to convert now)
2. Conversion – Closed won/lost by everyone then by client (who has done jobs in this time period) and by salesperson
3. Average transaction value – get closed won transactions & value per transaction to get average. i.e. is this value increasing by month? Transaction frequency by client. How many Closed Won per quarter is each client doing (since Sugar started).
Monthly reports:
Jobs entered this month (regardless of anticipated close date)
Jobs Won this month/year with totals
Jobs lost this month/year with totals
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| Project-related Files: |
-
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| Job Type: |
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| Database: |
MySQL
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| Operating system: |
Linux
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| Bid count: |
6 |
| Average bid: |
N/A |
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