Sales / 10 of 10
Sales Reporting Systems
Help your closers update the CRM without them spending 3hrs/day on admin so that the CRM stays updated and management can make better decisions on sales priorities.
How it runs
Trigger
Post-call form, 30 seconds
Step 01
Custom activity written
Step 02
Upsert to the reporting store
Tables — 4 upserts
- Leads
- Call outcomes
- Deals
- Scheduled events
Dashboard
Show, qualified and close rates
What it is
A 30-second structured form the closer fills in after every call, feeding a reporting layer that answers show rate, qualified rate and close rate by rep and by source.
You need this if you can't see where deals die, you're optimising the funnel by feel, and every hour of ad spend runs against a bottleneck you haven't identified.
If your reps already log calls, the issue is that free-text notes don't aggregate.
You need structured fields, or the data exists and still can't answer a question.
The actual build
What it does for you
You find out exactly which stage is leaking
so ad spend and coaching go to the actual bottleneck rather than to a guess.
It costs the closer 30 seconds instead of three hours a day
which is the only reason the data ever stays clean.
Per-rep and per-source numbers mean hiring and channel decisions get made on evidence
Built and running
STAXX
Dylan HendricksonLiveA combination of what's in Close on the funnel side and then also through those custom forms, we're able to get a lot of data as well on the show rate and the qualified rate." On why it matters: "if we don't have the data we need on the sales side, how do we know what bottleneck to attack?
Show rate ~30% → 65%+, and the business doubled in a single month
Want this one built into your business?
Thirty minutes, no deck. We map what you run today and tell you what it would take.