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CRM

CRM / management

Manager's reports in amoCRM

We collect a set of reports that the owner and ROP need every day: sales, funnel, response speed, losses, delays, managers, quality of leads and advertising channels. We don’t let the manager drown in the interface and beautiful, but useless numbers.

Sales Managers Losses Sources

Collect reports Open AI Analytics

What's usually wrong

The manager sees the data, but not the answer

There are a set of standard screens, but they do not answer where exactly the money is lost.
Managers and sources are not separated in meaning, so decisions are made “by eye”.
It is impossible to quickly distinguish a systemic problem from the failure of an individual employee.

What we collect

Basic management screen

Sales and revenue plan.
Funnel, conversions, stuck deals and delays by stage.
Managers, sources, causes of losses and speed of first response.

What does it give

The leader understands where to push

You can quickly see which problem is hitting revenue the hardest.
Team control ceases to be subjective.
Advertising, sales and CRM are connected into one controlled loop.

What's included

What reports does a manager usually need?

Sales

Amount of transactions, payment, revenue by period, plan-fact and dynamics.

Funnel

Conversions, freezes, average deal duration, weak stages.

Managers

Reaction, delays, performance, workload and discipline of employees.

Sources

Lead quality, channel cost, sales contribution, rejection and return on investment.

Losses

Reasons for refusals, pauses, no-shows, broken agreements and “draining” of expensive leads.

AI signals

Highlighting risk areas, anomalies, weak managers and dangerous delays.

Setting up analytics

So that the data itself is collected correctly, and the reports are not based on garbage.

Base

AI Analytics

If you need a more advanced dashboard with signals, losses and a manager layer.

Manager analytics

So that the manager sees not only the overall figure, but also the behavior of a specific team.

Team

Executive Training

If you need not only to collect reports, but also to teach how to use them in daily management.

Training

FAQ

Frequently asked questions about manager reports in amoCRM

What reports does a manager need first?

Sales, funnel, managers, response speed, sources and losses. Everything else is a second layer of detail.

Is it possible to limit ourselves to standard amoCRM screens?

Sometimes yes, but more often the manager needs a more rigid packaging of data under real daily decisions and control of the team.

Why do managers still go to Excel?

Because CRM does not provide the desired control layer in one place. This is solved by the data structure and the correct assembly of the reporting circuit.