Reports allow you to review recent performances. Reports are required to manage your business model and staff output.
Solar eCRM’s Report module is a starting point to evaluate your business health and pinpoint areas to either congratulate or revise.
Solar eCRM can create reports in each module with multiple options to search through field sets. For example you may search inside Orders module to determine if a new sales rep is meeting sales targets. Another example is you may search with a filter of sales by suburb across set dates to determine the extent to which a localized advertisement succeeded.
Solar eCRM measures the profits made from each installation in dollars per kW. This measurement unit allows your management staff to identify value added and costs subtracted from different sales techniques. For example this common measurement unit can be used to contrast payment plans versus cash payments.
Solar eCRM provides data to inform you about upcoming jobs. For example your admin staff may be interested to access a convenient list of orders pending approval.
Solar eCRM shows a graph of sales in kW grouped by month for the last twelve months. This graph helps management staff identify trends. For example late summer tends to be good months for selling residential solar panels, presumably due to additional sunlight, demand for air conditioning and free time associated with the holiday break.
The graphs shown in Solar eCRM informs your solar retail business the success of modifications made to your business model. For example you can analyse the results of an advertisement campaign by viewing the relevant month in a graphical display.
Authorized users are allowed to save a report in PDF or CSV format or quick print.
The most important skill a business manager utilizes may be creativity. Solar eCRM’s reporting capacity is designed to keep your management staff abreast of the facts which result from business changes such as strategy, structure and personnel.
Your business acumen is complimented by Solar eCRM’s reporting capacity. The solar retail business includes competition within the industry and against incumbent electricity generation sources. The reporting module of Solar eCRM rewards your ability to manage workflow efficiently plus creatively.