Product Summary

The Product Summary feature provides an insightful overview of the status and distribution of products within your sales pipeline. This section allows you to see which products are associated with each status, along with the count of leads related to each product. For admins and owners, the summary displays all data across the organization, while other users can view only the product data related to leads assigned to them and their team members.

• Assess Product Performance:

  Examine the product summary to quickly evaluate how each product is performing across different stages of the sales process.

• Clear View of Lead Distribution:

  Gain insights into lead distribution and status, helping you identify trends and manage resources effectively.

• Focus on Products Needing Attention:

  Utilize this feature to prioritize efforts on products that require additional focus to improve sales outcomes.

• Exporting Data:

  Download product summary data in Excel format for detailed analysis and reporting, enabling you to generate comprehensive reports.

• Track Product Performance:

  Analyze product-related trends and share insights with your team or stakeholders, facilitating informed decision-making based on thorough information.