Other Prebuilt Features
Other features associated with Prebuilt
Last updated
Other features associated with Prebuilt
Last updated
Reports provide a comprehensive overview of data by analyzing and visualizing it based on various parameters. These reports help businesses track performance, identify trends, and make data-driven decisions.
The data from different CRM modules can be filtered to include only relevant information, which ensures accurate and targeted analysis. Filters are essential in screening the correct data for better visualization. Reports can be generated in different formats such as graphs, tables, charts, or other visual tools, offering flexibility in how the information is presented.
Additionally, reports can be saved for future reference and shared via Connectors through the "Generate Report" action. This allows for seamless report distribution, ensuring that key insights are accessible across teams. By scheduling regular report generation and delivery, businesses can stay up-to-date with real-time analytics and improve their operational efficiency.
In Prebuilt, reports are commonly used for analyzing key metrics such as Lead Reports, Performance Reports, Deal Pipelines, Deals Won Data, Task Overdues, and more. These reports help businesses gain insights into various aspects of their operations. For example, Lead Reports track the progress of leads through the sales funnel, Performance Reports evaluate team efficiency, and Deal Pipelines help visualize the status of deals at each stage.
With reports, users can easily view and analyze data based on applied criteria, helping to identify trends, track performance, and make informed decisions. By utilizing customized filters and visual tools like graphs and tables, reports offer a clear, data-driven perspective on how to improve business strategies.
For example, in Prebuilt, a report is used to send a Daily Lead Report to the user’s email via the Connector - Email for Daily Lead Report. This report is generated based on the number of leads incoming on a daily basis and their stages, using specific filters. With the Connector action "Generate Report," the Connector retrieves data from the respective report and passes the attributes to the corresponding email template. This email template can be added to the email body. When the Connector triggers daily, the report generates the current date’s data and passes it to the Connector.
Email templates allow for sending visually appealing emails. Templates are created in Email Builder. It is designed to help you create professional, personalized, and effective email templates with ease. In the Prebuilt setup, these templates are used to send daily lead reports through the connector "Email for Daily Lead Report," ensuring a structured and attractive presentation of the reports. To know more.
The above picture shows the Email template configuration for sending Daily Lead Report via connector Daily Email for Lead Activities. The data from Connector by Report generation is passed in to the template as attributes and the attributes are mapped on the respective fields and then template is added in the Email content body of the same connector. When the Connector is triggered the Template with the reports data is send to the respective email address.
The above image will show how the sample Daily Lead Report Email looks like..
Global Variables act as a data storage where we can save the variable as values against each fields. The variables that are saved here will available on flows, connectors and everywhere as attributes. Here user can store data such as API tokens, Channel IDs, Email IDs or other data which is continuously reusing in the business.
