Reports
NavigatorPro's Reporting & Analytics feature allows you to set-up various customized reports to track individual & team’s productivity, events, geo-fence breach, sales, prospects, leads, and follow-ups, to be generated and viewed in excel & pdf formats.
INDIVIDUAL REPORTS
Keep track of an individual’s productivity through his/her completion rate of the week, most productive working day, attendance status, expenses incurred in conveyance, etc. through specific reports.
TEAM REPORTS
Manage teams and track their performance on the whole as well as individual team players on parameters like number of meetings attended/unattended, and the productive meetings.
EVENT REPORTS
Managers can track the sales team’s performance with respect to events such as outdoor sales activities, canopies, mall activities, kiosks, fairs & exhibitions through specific reports.
GEO-FENCE REPORT
Using geo-fence report, the sales managers can track the exact date and time when a particular sales rep crossed/breached the geo-fence simply by selecting the geo-fenced area.
PROSPECT/MEETING REPORT
Managers can generate prospect/meeting reports to get access to all the details related to prospect, the meeting location, and notes from the meeting, follow-up plan, etc.
FOLLOW-UPS REPORT
Managers can track the statuses of follow-ups taken by the employees for every sales call made. They can track the number of follow-ups taken, details of all follow-ups, etc. both employee wise and client wise.