Articles tagged with: Reporting

Lead tracking and reporting using CRM

So profit-and-loss reports/balance sheets measure the financial health of your business. And you’re probably already measuring these via your accounting system, the “back end” of your business. If you’re a numbers guy like me, you love quantifiable data… I’ve been known to spend Sundays reconciling my credit card bill…don’t judge. But what about the other Continue reading…

3 essentials to sales forecasting

A sales forecast is an estimate of your sales for the forecast period. Forecasts are often based on historical data, retrieved form accounting systems.  The problem with this is that past performance rarely can be relied on for future events. Sales forecasting should not be confused with sales pipeline management – tracking prospect responses to Continue reading…

Building powerful database filters with GoldMine CRM

Use GoldMine software to search and report on your valuable Client data GoldMine Software’s powerful search systems are unsurpassed in the CRM Industry.  Your ability to Grow your business by making smarter, more informed decisions comes from having access to the right data and reports.  GoldMine CRM gives you powerful reporting abilities to help you Continue reading…

Improve Business Intelligence

You are probably already managing the back end of your business by the reports your accounting and other back end systems are generating. These are vital to ensuring your business maintains its required profit levels. But this is only reporting on half of your business’s activity. What about the front end of your business? Further, Continue reading…