Reports

Identify your teams performance through reports.

Why do you need Reports feature?


Using Toolyt you can generate multiple reports which are essential for decision making. A team leader or administrator can access in a few minutes crucial activity information of a user. This helps you to focus more on your work and spend less time identifying crucial activities. These reports will help the MIS team to analyze different teams’ performance and thereby focus on the least performing teams. 

Reports can be generated from the ‘Reports’ tab present in the top most menu bar. 

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DPR: Daily Progress Report 


With DPR you can generate reports about a user's daily activity. There are multiple filters you can apply to find team specific activities.  

The activity list to be viewed can be controlled from the settings button from the right side. 

The search button helps you to search for a particular user.

You can select the number of user listing required in a single page. 

The complete report is displayed in table format and you can also see the number of entries in a particular list. You can export the report in excel format.  

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What can the MIS team analyze with this report? 

You will get complete details of a user's designation, team, attendance, log in-log out, leads, conversion value etc., on a daily basis. All the user details/activities to be mentioned can be controlled from the settings tab based on your preference. 

How to select user's activities? 

Step 1: Select the ‘Settings’ button on the right side. 

Step 2: Select necessary activities or information's to be listed in the table. 

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Note: Settings are specific to reports. 

PR: Periodical Report 


With PR or the Periodical Performance Report (PPR) you can generate reports about a user's periodic activity. It includes the cumulative number of specific activities in a period. There are multiple filters you can apply to find team specific activities.  

The activity list to be viewed can be controlled from the settings button from the right side. 

The search button helps you to search for a particular user.

You can also select the number of user listing required in a single page. 

The complete report is displayed in table format and you can also see the number of entries in a particular list.

You can export the report in excel format.

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What can the MIS team analyze with this report? 

You will get a cumulative overview of users activity in a periodic date range.

The report will give you insights into the designation, team, attendance, log in-log out, leads, conversion value etc. And all these are controlled from the settings tab based on your preference.

UDR: Untapped Data Report 


With UDR you can generate reports on the basis of the ageing factor.  

Ageing: It indicates the number of days the lead has been untouched.

Untouched: It indicates the inactive leads i.e. leads that haven't received any activity updates such as visits, stage updates etc.

Ex: If the ageing is mentioned as 10, it shows the number of leads under each team that have remained untouched for 10 days. By clicking on the lead number, you shall get the lead details.

There are only two filters you can use to find team specific activities I.e., date and designation filter. 

The complete report is displayed in list format and you can also see the number of entries in a particular list. You can export the report in excel format. 

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What can the MIS team analyze with this report? 

You will get the lead detail that remains untouched for a particular number of days. Hence this can be used to look at the leads that are not crossing through your sales funnel, causing a major revenue loss. 

How can the MIS team find the untouched lead details? 

Click on the number of untouched leads under a particular team, you will receive a pop up from the right side. 

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Productivity Report 

The Productivity Report gives you the details on sales generation and the sales pipelines. There are multiple filters you can apply to find team specific activities.  

The complete report is displayed in list view format and you can also see the number of entries in a particular list.  

Sales Pipeline: If the admin has a certain number of stages of the total stage as a sales pipeline, the list contains the number of leads in that category. 

Average Close Rate: It indicates the average time a lead is converted to customer.

Average Sales Cycle Length: Average number days taken to convert a lead to customer. 

Number of Onboarding: Number of customers onboarded. 

Lead Meetings: Number of meetings the users have held with leads. 

Customer Meetings: Number of meetings the users have held with customers. 

You can export the report in excel format.

What can the MIS team analyze with this report? 

You will get an overview of the sales cycle as well as understand how a sales cycle is being handled by different users. 

How users can export reports?


Step 1: Click on ‘Export’ button the right corner of DPR dashboard.

Step 2: You will get a notification like this Picture1.png

Step 3: Click on ‘Download’ button Picture2.png once you see a notification in download tab once the excel is ready .

Step 4: Now click on the ‘Eye’ button image.pngnear to the exported excel file, under action and download the file.

Note: You can only export a maximum of 25000 entries at a time.

 

 

 

 

 

 

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