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Chapter 10

CRM reports

Within “Reports → Customers and suppliers” sit four CRM reports gated by crm.view: pipeline value per stage, win rate, loss reasons, and overdue follow-ups — all printable and exportable to Excel.

FADx ERP 1.88.31
“Pipeline value” report — number and value of opportunities per stage
“Pipeline value” report — number and value of opportunities per stage

Common workflows

  1. 1

    Pipeline value

    The count of open opportunities and their expected value across the stages.

  2. 2

    Win rate

    The share of opportunities that ended won out of all closed ones.

  3. 3

    Loss reasons

    Lost opportunities distributed by the recorded reason — so you know where deals are lost.

  4. 4

    Overdue follow-ups

    Open activities whose due date has now passed.

FADx ERP 1.88.31
“Win rate” report — won opportunities as a share of closed ones
“Win rate” report — won opportunities as a share of closed ones

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