Use Prospect 365 connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Sales operations
Pipeline and opportunity counts for weekly sales stand-ups.
Contact growth and activity metrics alongside BD logs.
CRM
Active Companies - Number of company records marked as active in your CRM. Sync daily or weekly for trends.
Active Contacts - Number of individual contacts marked as active. Sync daily or weekly for trends.
New Contacts - Number of new contacts added to your CRM. Sync daily or weekly for trends.
Total Activities - Total number of logged activities across all types (calls, meetings, emails, tasks). Sync daily or weekly for trends.
Total Companies - Total count of all company records in your CRM database. Sync daily or weekly for trends.
Total Contacts - Total number of individual contact records in your CRM. Sync daily or weekly for trends.
Sales
Active Leads - Number of leads currently being qualified for sales opportunities. Sync daily or weekly for trends.
Active Opportunities - Number of sales opportunities currently in progress through your pipeline. Sync daily or weekly for trends.
Average Deal Size - Average monetary value of your sales opportunities. Sync daily or weekly for trends.
Converted Leads - Number of leads that successfully progressed to become sales opportunities. Sync daily or weekly for trends.
Lead Conversion Rate - Percentage of leads that convert to opportunities. Sync weekly or monthly for trends.
Lost Opportunities - Number of opportunities that were lost or closed without winning. Sync daily or weekly for trends.
Next steps
Connect: Setup & usage
Pick metrics: Data points