CRM Reports
The reports on the ERPNext CRM enable the business leadership to gain insights to opportunity and lead management in great detail so that the most important measures of the sales can be tracked and the success of campaigns can be missed and the observation of customer behavior trends can be made.
Businesses can use these reports to make data-driven decisions, streamline their sales activities, and develop healthy customer relationships - which will ultimately foster efficiency, increase the conversion rate and sky-rocket revenue
How to access:
1. Lead Details
This report gives you an overview of all your leads in your CRM, including:
- Lead Status (Open, Converted, Lost)
- Lead Source (Campaign, Website, Referral, etc.)
- Assigned Salesperson
- Territory
- Conversion Details (Date, Customer created, linked opportunities)
In the new ERPNext version, you can filter by industry type, company size, or tags, and also group by salesperson or source in order to recognize high-performing lead channels.
2. Sales Funnel
The Sales Funnel Report provides a visual image of your sales pipeline, illustrating how leads and opportunities move through every phase of your sales cycle.
- Every stage (Prospecting, Qualification, Proposal, Negotiation, etc.) is both displayed in graphical funnel view and in tabular format.
- The conversion rates between stages are automatically calculated, allowing for the detection of drop-off points.
- There is an option to view pipeline health over a territory, sales person, or date range.
3. Prospects Engaged But Not Converted
This viewbook brings to light opportunities or leads that experienced active engagement — meetings, calls, or email discussions — but failed to lead to a sale.
- Identifies missed sales opportunities.
- Can be filtered by lost reason, territory, salesperson, and time period.
- Is perfect to create win-back campaigns or maximize the strength of sales pitch.
4. Minutes to First Response for Opportunity
These days in the high tempo sale sphere, speed of response is everything. According to this report, the rate at which sales representatives respond to new opportunities is shown.
- Lists average, minimum and maximum response times in minutes.
- Interactive line chart for trends within the chosen date range.
- Drill-down to view individual opportunity timelines.
- Filters by salesperson, territory, or opportunity type.
Best practice: Cut down the average time under one to two hours to realize optimum conversion ability.
5. Inactive Customers
This report includes customers that have not purchased in a certain number of days.
- Sort by Days Since Last Order.
- Choose whether to inactivity is to be based on Sales Orders or Sales Invoices (using the DocType filter).
- Totally suitable as re-engagement campaigns or customer loyalty programs.
6. Lost Opportunity
This report gives detailed information about lost opportunities which were marked as lost.
- Contains opportunity origin (Lead or Customer), customer name, reason lost, sales stage when lost, competitor information, and territory.
- Aids in examining why deals are lost and pinpointing repeat issues.
- Can be categorized by lost reason or competitor for strategic analysis.
7. Campaign Efficiency
This report assesses how effective your campaigns are by looking at:
- Number of leads per campaign
- Conversion rate from campaign leads
- Revenue derived from campaign-driven sales
- ROI computation if cost data of campaigns is tracked
In the current ERPNext version, you can associate email campaigns, web forms, and ads with opportunities and see real-time results.