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The ability to analyze your CRM data

in Phocas

in Phocas Analytics allows you to

quickly to

quickly to correlate

activity

activities to results,

e.g.

for example, sales activity to sales value.

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CRM dashboard

You can analyze sales results alongside CRM activity on a dashboard. The image below shows a simple CRM dashboard.  

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CRM analysis database

Analyze data in the grid

The CRM analysis database is often tailored to suit individual businesses. You might need to contact your administrator to gain access to the CRM database.  See Open a database to learn more.

A standard CRM analysis database is similar to any other database in Phocas, but instead of seeing value, profit or quantities, you

will

see the number of activities for accounts, contacts and leads.

 

Typically, full details can be viewed using transaction mode

, as shown

. Use the Properties button to add or delete columns.

 

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Note: The CRM analysis database is often tailored to suit individual businesses, so may look different to what is shown here. You may need to contact your administrator to gain access to the CRM database.  

Examples

 See the Phocas Analytics page for a list of links useful documentation.

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titleExample - Find accounts that have had no activity over the last 12 months
Select your '

  1. Open the CRM analysis

'

  1. database.

  2. Select a period and a dimension, such as entity or account.

  3. Change the activity filter to

'no activity

  1. No Activity.

  1. All entities with no recorded activity

will appear

  1. display in the grid, highlighted in green.

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View and analyze CRM data on dashboards

You can analyze sales results alongside CRM activity on a dashboard.

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titleExample
:
- Create a dashboard that compares Sales Activity to Sales Value.
Step 1.

  1. Create a new dashboard

.
  • Select New dashboard from the main menu.

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Name your dashboard '

  1. called Sales vs Activity - last 3 months

'
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 Save. Your

  1. . After you click Save, the new blank dashboard

will open

  1. opens.

Step 2. Create
  1. Image Added

  2. Create an activity bar chart

(

  1. using data from the CRM analysis database

)Select

  1. :

    1. On the new dashboard, click Widget >

query

    1. Query.

    2. Select the CRM database.

Choose

    1. Select a period (this example uses

'

    1. Last 3 months

'

    1. ).

    2. Select Mode > Total.  

Select

    1. Click the Chart

icon, and choose column chart.Name

    1. button.

    2. Select the Column chart and enter a name for the chart (in this example the name is

'

    1. Activity last 3 months

'

    1. )

and

    1. .

    2. Click Save. The chart

will appear

    1. displays on the dashboard

that you created

    1. .

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Step 3.

  1. Create a sales value chart

(

  1. using data from the Sales

database).Select Widget > query

  1. database”

    1. On the new dashboard, click Widget > Query.

    2. Select the Sales database.

Choose

    1. Select a period (this example uses

'

    1. Last 3 months

'

    1. ).

    2. Select Mode > Total.  

Select

    1. Click the Chart

icon, and choose column chart.Name the chart '

    1. button.

    2. Select the Column chart, enter a name for the chart (in this example the name is Sales last 3 months

',

    1. ) and place it on the same line as the previous chart (in this example, Line 1)

and

    1. .

    2. Click Save.

This

    1. The chart

will appear

    1. displays on the

same Step 3. View

    1. dashboard.

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  2. View your dashboard.

You can now view the charts

  1. The charts display side by side

to

  1. and you can correlate sales activity to sales value for the period. In this example,

we will be following up with

  1. the

sales team, as the

  1. relationship between activity and sales from month to month is not clear. Perhaps the results of all that activity in October came to fruition in November. You would need to follow up with the sales team.

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On this page

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