Analytics is the collection of information that will be useful for evaluating the efficiency and productivity of the company as a whole and of each individual employee.

Analytics at Uspacy is based on sales data, speaking in the context of CRM, as well as activities and tasks that arise when organizing work processes.

It is designed to optimize, improve and constantly develop both client relations and help find new business solutions in general.

All work with analytical reports takes place in a separate section of Space - Analytics.

There are two separate panels, Company rhythm and My productivity. These are sets of reports on certain key indicators.

After going to the Analytics section, the system will automatically show the current data. Report categories depend on the selected Analytics panel.

For example, a Space administrator or owner can view the total number of new leads or deals won for the company as a whole using Company rhythm.

Each individual employee can monitor the number of their own raw leads or expired tasks in the My productivity panel.

It allows you to see the overall picture of the business functioning as a whole. This includes the monitoring of key indicators, the data of which can be used to track strengths and weaknesses in the work processes, study the client base, and the level of productivity of all employees. And then, based on this, think of ways to improve or encourage, confirm the correctness or falsity of your business strategy.

To view the indicators in the reports, first select the desired period.

The system will automatically generate and display the result. So, here’s the list of data that can be monitored and analyzed using the Company rhythm panel.

🟣 New leads - it shows the number of leads added to the CRM database for the selected period.

🟣 Won deals - it shows the number of deals successfully closed by the company for the selected period.

🟣 Amount of won deals - this indicator shows the total amount of all deals successfully closed by the company in the currency specified in the settings as the main one for Space., for the selected period.

🟣Leads by sources - it shows the percentage of leads in the database, with the specified source for each of them, for the selected period.

If you move the cursor over a segment, you can see the number of elements included in the percentage.

🟣 Amount of won deals by sources - it’s a diagram that shows the segment distribution of the total amount of deals successfully closed by the company, for which the source is specified, for the selected period.

🟣 Average bill deals - it shows the average cost of goods or services sold to the client by the company for a certain period (that is, the total amount of all successful deals is divided by the number of these deals in the main currency of Space).

🟣 Expired activities of each manager - this indicator shows the percentage of all expired activities (created during the selected period) in the Space by employees.

If you move the cursor over the segment, you can see the number of elements that are included in the percentage, that is, assigned to a specific user.

🟣 Activities of each manager by type - it shows the segment distribution by type of the entire number of activities of each of the Space users for the selected period.

🟣 Expired tasks of each manager - this indicator shows the number of uncompleted tasks for each of the Space users for the selected period.

🟣 Tasks by status - it shows the percentage of Space tasks according to their status for the selected period.

If you move the cursor over a segment, you can see the number of elements that are included in the percentage, that is, they have a specific status.

It allows each employee to evaluate their effectiveness in performing work duties in the company. It also helps identify strengths and weaknesses to focus on improvement.

For managers, evaluating the performance of each individual employee allows to see a real picture of how efficiently a person works and how successfully they achieve their goals.

To view the indicators in the reports, first select the desired period.

The system will automatically generate and display the result. So, here’s the list of data that can be monitored and analyzed using the My productivity panel.

🟣 Raw leads - this indicator shows the number of leads that are at the first stage of the funnel, for the selected period.

🟣 Average bill of won deals - it shows the average cost of goods or services sold to the client by a specific employee for the selected period (ie, the total amount of all successful deals is divided by the number of these deals in the main currency of Space).

🟣 Expired activities - it shows the number of employee activities that were not completed on time.

🟣 Raw deals - this indicator shows the number of deals that are at the first stage of the funnel and have not been dealt with by a specific employee, for the selected period.

🟣 Won deals - it shows the number of deals successfully closed by the employee for the selected period.

🟣 Expired tasks - this indicator shows the number of tasks that the employee did not manage to complete before the deadline.

🟣Monthly dynamics of leads by status - this indicator shows the segmental distribution of the entire number of leads for which the employee is responsible.

With the help of this report, it is convenient to track the number of leads received each month during a certain period of time.

Although, it can also be used to monitor the total number of leads in various statuses that have appeared in the database for a specific day, week or month.

🟣 Leads by source - it shows the percentage of leads for which the source is specified for the selected period.

If you move the cursor over a segment, you can see the number of elements included in the percentage.

🟣 Amount of won deals by sources - this indicator shows the segment distribution of the total amount of deals successfully closed by the employee, for which the source is specified, for the selected period.

🟣Completed activities by type - it shows how many activities of each type were successfully completed by an employee.

🟣 Tasks by status - this indicator shows the segmental distribution of the entire number of tasks in different statuses for which the employee was or is responsible for the selected period.

If you have additional questions or you need to contact the support, send a request to this email [email protected]