Sales Analysis
You can view various sales analytics from the information recorded in the FranDo CRM contacts.
View Lead status analysis
Click FranDo Marketing > [Sales Analysis].
View [Lead status analysis].
Specify the criteria for narrow down.
- Contact person
- Inflow source
- Brand/Service
- Lifecycle stage
- Period
Click [View].
Status composition and performance for specified period
Click the [Value] to display the target [Contacts]. (Excluding “Contacts created")
Result of specified period
Displays the composition ratio by [Lead status] in the specified period.
If you want to check the daily trend, click [Display daily trends].
All performances
Click on [Monthly] or [Yearly] to view the performance trends for each.
View Lifecycle stage analysis
Displays the [Lifecycle Stage] composition of the owned contacts.
Click FranDo Marketing > [Sales Analysis].
Click [Lifecycle stage analysis] tub.
Specify the period.
Click [View].
Display pie chart
Lifecycle stage
Classification/Industry
Category
Brand/Service of interest
Inflow source
Contact person
These composition ratios are displayed in a pie chart.
Click [Show Graph] at the top right of each pie chart to enlarge it.
If you mouse over a component of the pie chart, not only the composition ratio but also the [Value] will be displayed.
Display bar graph
State/Region
Country
The number of these targets is displayed in a bar graph.
When you mouse over the bar graph, the [Value] will be displayed.
Composition Data
Classification/Industry
Category
Brand/Service of interest
Inflow source
Contact person
Displays the composition for each [Lifecycle Stage].
Alert Settings
You can set the number of days elapsed for each [Lead Status] to receive alerts.
Click FranDo Marketing > [Sales Analysis].
Click [Alert settings] tub.
Enter the number of days to display/notify alerts, and switch to [ON].
[Activities for today] alerts/notifies you based on the [Next step date] of each [Contact]. When the [Next step date] is today's date or a date in the past, the number of cases will be displayed/notified.
Alert settings can be configured for individual [Member].
Display Alerts
Notification on FranDo CLOUD
Click [Value] in the display to show the target [Contacts].
Alert notification via email
Click [URL] in the display to show the target [Contacts].
Display on Sales Analysis
To use FranDo Marketing you need to sign-in with custom sub domain of business account or you can Switch Account after sign-in.