How can I generate reports and analyse sales team performance in Metro CRM?

​In Metro, you can generate CRM reports and analyze sales team performance using several built-in tools. Here's a step-by-step guide:

1) Go to CRM: From the main dashboard, click on the CRM app.



2) Go to CRM > Reporting > Pipeline Analysis.

View Pipeline Analysis Dashboard.

3) Use Filters and Group By Options.

• Use the Filters (top left) to focus on specific:
  
  
• • ​Salespersons
  • Sales Teams
  • Stages (e.g., Won, Lost)
  • Date ranges
    
    
• Use Group By to categorize:
  
  
• • By Salesperson 
  • By Stage 
  • By Expected Closing 
  • By Customer or Source

4) Choose Your Report View.

You can analyze data using different views:

• Graph View: Bar, Line, or Pie charts

• Pivot Table: For detailed breakdowns by custom metrics

• List View: Standard table layout

• Kanban View: Visualize ongoing deals

5) Use Pivot Table for Deep Analysis.

• Navigate to Pivot View from the Pipeline Analysis screen

• Drag and drop fields like:

  • Salesperson → Rows

  • Stage / Won Opportunity → Columns

  • Expected Revenue / Count → Measures

Use it to:

• See revenue by team or person

• Compare won/lost ratios

• Analyze monthly or quarterly performance

6) Export Reports.

Click on the ​Download XLSX in pivot view to export for Excel.

7) Click on the newly opened file and view the report in Excel format.

To get more details to how can I generate reports and analyze sales team performance in Metro CRM, please do contact us at  support@metrogroup.solutions