Use Nutshell's snapshots report to see how your business is evolving at a glance.
Snapshots are a collection of charts that give you the ability to track key business trends and see how your pipeline growth, win rate, and sales-cycle length have evolved over time. No other CRM offers daily trend information on your business.
Where to find
Snapshots can be found in the reports tab (shown below), which is accessible on the left side of every page in Nutshell. In the reports section called Insights is where you will find Snapshots.
How to use
With all Snapshots, you can:
- Choose the time period you’d like to review
- Filter by attributes such as Assignee, Pipeline, and more
The filters can be found at the top of the screen. Any filtering done here will reflect in all Snapshots:
- Assignee (user or team)
- Lead source
Use this Snapshot to understand:
- How has our pipeline grown over time?
- How long does it take a new sales rep to ramp up to a full pipeline?
- Have our deal volume and value grown at the same pace?
This Snapshot shows you:
- The value and quantity of deals in your pipeline during the desired time range
- The average number of deals open and the average deal size
- The percentage change compared to the previous time range
The value of the pipeline in this Snapshot is not adjusted for confidence.
Win rate show you the percentage of closed deals won during a given time range. Canceled leads can also be included (or not) and refer to a lead that is not truly viable, for example; if it was not sales qualified based on a conversation, a duplicate lead or a lead that included fake information.
Other interesting metrics from Snapshots include Activity Effort and Leads on Time. Activity Effort displays the number of activities that were completed each day. You can track this number against the percentage of won leads and make correlations. The Leads on Time Snapshot displays the percentage of leads that are up to date, which means they have no overdue dates, activities or steps. This snapshot offers a way to check your planning accuracy.