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Guests, companies and enquiries

CRM reports

Who is working what, where the business comes from, and why we lose.

Three questions, over a date range.

![CRM reports: the dates, who is working what, where the business comes from, why we lose.](help-img/crm-reports.png)

Do this

  1. From and to.
  2. Who is working what — per owner: open, asked for, weighted, won, lost, win rate, tasks late, calls, meetings.
  3. Where the business comes from — enquiries by source, and what each was worth.
  4. Why we lose — the lost reasons, counted. This is the report the reason on a lost enquiry exists for.

What has been sent beneath is every message that went out from here, so nobody is written to twice for the same thing.

More in Guests, companies and enquiries

What the CRM is, and the Today screenThe CRM holds no second copy of anybody. What the Today tab shows, and what each tab is for. People: guests and prospectsFinding a person, what their record holds, and adding somebody who has not stayed yet. Companies and agentsEvery corporate account and agency already billed, and the prospects that are not yet. Enquiries and the boardBusiness that has not happened yet, stage by stage, and the reason a lost one needs. Tasks and follow-upsWhat has to be done, by whom, by when — and where a task comes from. SegmentsA saved question, not a saved list: who matches right now, every time it is used.