Hey Breakcolders 😎
Today, we're releasing Breakcold's analytics! It's in Beta but it's already a very mature version that we'll improve rapidly.
Link of the video (or click on picture)
⚠️ It's normal that some data are not displayed before September 2024 because we only started to store those data since September/October. Because of that, some analytics blocks will not be perfectly accurate for these 2 months but you'll have 0 problems for the months after that ⚠️
1°) CRM Analytics (how it works)
By default, you're on a template if you're a solopreneur or a team.
However, you can edit easily the template we give you by reorganizing the blocks.
You also don't have to be a CRM Expert or CRM integrator to configure your dashboard. Adding and removing analytics blocks is a child's play.
2°) Analytics Categories
In total you have more than 23 analytics blocks to use (and more in the future).
Each block is categorized in a specific category:
Pipeline
Communication
Social
3°) Pipeline Stats
This is what you have available in that category (for now):
Pipeline Activity => Special block with multiple insights
Pipeline vs Closed => Special block with multiple insights
Created Leads
Average Value per deal Won
Deal Lost Value
Deal Closed Value
Pipeline Generated
Deals Created
Deals Won
Deals Lost
4°) Communications
This is what you have available in that category (for now):
Connection Strength (auto lead scoring) => Special block with multiple insights
Sales Activity by Team Member => Special block with multiple insights
Sales Overview by Team Member => Special block with multiple insights
Conversations Started
Conversations
Received Emails
Sent Emails
5°) Social Component
This is what you have available in that category (for now):
Sent LinkedIn messages
Received LinkedIn messages
Liked Posts
Commented Posts
Liked and Commented Posts
Social Interactions (total of likes/comments/messages)
6°) Filters
The analytics can be filtered by date, leads lists, tags, sales pipeline status & more.
The cool thing about the filter by date is that it will compare your data to the previous period (eg. you select today, it will compare it to yesterday).
When you hoover the analytics, you'll also have more insights compare to the previous period.
7°) What's next?
Fixing of the minor bugs we spotted on the analytics and improvements based on your feedback.
Improvements of the task system to save more time on task creation AND task execution.
New custom field system, more robust with 30+ options (dates, multiple selector, etc).