The ability to analyze your CRM data in Phocas Analytics allows you to quickly to correlate activities to results, for example, sales activity to sales value.
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 see the number of activities for accounts, contacts and leads.
Typically, full details can be viewed using transaction mode. Use the Properties button to add or delete columns. See the Phocas Analytics page for a list of links useful documentation.
Open the CRM analysis database.
Select a period and a dimension, such as entity or account.
Change the activity filter to No Activity. All entities with no recorded activity display in the grid, highlighted in green.
View and analyze CRM data on dashboards
You can analyze sales results alongside CRM activity on a dashboard.
Create a new dashboard called Sales vs Activity - last 3 months. After you click Save, the new blank dashboard opens.
Create an activity bar chart using data from the CRM analysis database:
On the new dashboard, click Widget > Query.
Select the CRM database.
Select a period (this example uses Last 3 months).
Select Mode > Total.
Click the Chart button.
Select the Column chart and enter a name for the chart (in this example the name is Activity last 3 months).
Click Save. The chart displays on the dashboard.
Create a sales value chart using data from the Sales database”
On the new dashboard, click Widget > Query.
Select the Sales database.
Select a period (this example uses Last 3 months).
Select Mode > Total.
Click the Chart button.
Select the Column chart, enter a name for the chart (in this example the name is Sales last 3 months) and place it on the same line as the previous chart (in this example, Line 1).
Click Save. The chart displays on the dashboard.
View your dashboard. The charts display side by side and you can correlate sales activity to sales value for the period. In this example, the 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.
