Simple Management Reports

Reporting is a vital section for the campaign manager who can view reports of the customers in Customer Reservoir, Campaigns as well as the overall report of customers. From the first actions on the system you can keep track of customers and let users know about the total customers in customers reservoir, number of customers been assigned to campaigns, unassigned customers. It also let the user know how many customers in specific campaign being quoted and how many remained unquoted.

When the user with managerial access login, they can access the View Report section by clicking the “VIEW REPORT” link appears besides the “HOME” tab.
Bespoke reports are also available on specific customer action.

Please see a selection of basic reporting
  • Reservoir
  • Funnel showing customer distribution
  • Quotations policies found