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Need help creating a few reports, and the necessary accompanying setup

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  • Need help creating a few reports, and the necessary accompanying setup

    Hi. Been using Espo for 2 years, we're well set up. As we grow I realize I need certain reports I didn't need before. For instance, now that we have salespeople, I'd like to see things like the average time it takes to close a prospect, and simple things like closing ratios (how many leads become clients) for each salesperson.

    I can see that we'll need to rearrange things a bit too, to accommodate this (new/different fields, whatever). So I would like to discuss this with someone a little, because before you can quote me you'll have questions but, additionally, I would love for you to be experienced enough that you can maybe suggest reports to me that I might need later, that I haven't even thought of yet.

    Thanks everyone.

    -James

  • #2
    Hi James, you can contact with me to discuss in more
    Eymen Elkum - Ebla Soft
    ==========================
    wtsapp | 905366891649
    skype | 905366891649
    email | eymen@ebla-soft.com

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    • #3
      Hi James,
      I can help you with this as I have worked on many similar projects before. Please reach me out via email at vanessa@cisinlabs.com or skype at live:vanessa_12766 so that we could get in touch.

      Best Regards,
      Vanessa

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