SmartReporting.io

What is SmartReporting.io?

A tool to help you create Lead and Opportunity time-based reporting from your Close data.

Why choose an integration with SmartReporting.io?

Smart Reporting lets you visualize your Close.com data in real-time, gather insights and increase performance. Create Dashboards and watch your KPIs evolve!

Smart Reporting enables you to create reports on:

• Number of leads created per month per sales rep
• Conversion rate per acquisition source per month this year
• Conversion rate per Pipeline stage
• and so much more!

What you'll need

1. A Smart Reporting Account
2. A Close account and your API Key

Set up

• Go to https://smartreporting.io/ and create your FREE account

  

• Start creating metrics and add them to your Dashboard [VIDEO]

Example

Let's say you have the following Opportunity Statuses in your sales pipeline:

• Interested
• Meeting
• Proposal
• Sales (won)

You could set up the following dashboards:

1. Showing the number of leads per status per month
2. Showing, out of all the interested leads in your pipeline each month, the number of leads who agreed to meet with your team; the number of proposals your team sent; and how many deals your team closed. At the bottom, you can also see conversion rates based on the number of interested leads.

   

   The above dashboards could also display daily, monthly, quarterly, or yearly data, or be divided by rep, lead source, or by any custom field you care about.

SmartReporting.io Help Documentation

For more information about Smart Reporting and the integration, please go to their website.