User Efficiency
Examining the results of users
On the Reports [1.1.] > User efficiency [1.2.] page you can get information about users’ efficiency in helping clients to step forward in the sales process.
Analyzing data
Closing rate [2.1.]
In this column you can see the rate of those cards that were closed successfully during the period that you examine.
If you click on a number, you can list the relevant cards.
Opportunities [2.2.]
In this column you can see the number of cards assigned to a user.
If you click on a number, the relevant cards are listed.
Stayed in Opportunities for [2.3.]
In this column you can see how many days cards stayed in the Opportunities status group.
So you can find out how many days were spent on carrying out a project.
If you click on a number, the relevant cards are listed.
For more information, see: Customizing Statuses (processes) > Status groups
Closing date
Select a period that you want to examine [3.1.].
You can select a value or set a custom range.