Reports and Analytics

As your company grows, different kinds of transactions with your customers will rise and there will be an increased need to have your data structured so that you can access it methodically and make sense of it with ease. The Reports and Analytics tools in ERPNext will help you do that.

As a sales executive, it is important to take a step back regularly and have a look at how your sales systems are functioning. You may need to assess and change things, for example, modify your sales pitch, or adjust your product recommendations and sometimes even pass on feedback on pricing and packaging to relevant stakeholders.

As a sales manager, you will need to monitor the sales pipeline, gain an overview of sales, share projections to shareholders, observe trends and patterns and also help individual sales executives with feedback.

Reports and Analytics in ERPNext will help you delve deeper into these factors, let’s see how exactly you can do that!