Analytics
Analytics is a set of ready-made reports based on your WorkZeal data: sales, finance, marketing, and team performance. The reports are grouped into sections, and each section opens from its own card.
Sections
| Section | What's inside |
|---|---|
| Sales | Sales trends, the deal funnel, and deal conversion |
| Finance | Income, expenses, and cash flow |
| Marketing | Lead sources, campaigns, and acquisition channels |
| Performance | Key performance indicators for the team and individual employees |
| Forecasts | Sales forecasts and planning for future periods |
Report data is shown according to the employee's access rights level.