You've been asking for more advanced ways to report on your sales data inside Close.io – summary information about your leads, opportunities, calls, emails, etc. Rather than just adding another report inside Close.io to answer a couple common questions, we've put together a data exploration tool to help you visualize your data, in graph form, in hundreds of new and useful ways. We call it Explorer.
Explorer lets you quickly create line graphs and bar charts based on whichever parts of your sales data you care about. You choose a metric for the vertical y-axis, a field for the horizontal x-axis, and any applicable filters, and we'll bring you a graph in seconds.
Here are just some of the questions that Explorer can now help answer:
Opportunities & Opportunity Value
Duration of Calls
Number of Calls
... and many more.
Explorer has been live in Close.io since last Friday – check it out under Reporting -> Explorer! It's free for all Close.io users until October 1, and then it will live inside our Business plan.
We expect Explorer to get better over time. Please share with us which graphs you find particularly useful, and other other feedback about the new feature.
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