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R-Insight

product  31 facts observed across 4 calls

Overview

Reports and usage statistics

  • R-Insight is a reporting system for viewing reports from R-CRM.
  • It provides usage statistics related to R-CRM.
  • Its menus show the number and value of leads.
  • It shows closed-sale totals recorded in R-CRM.
  • It shows sales staff check-ins recorded in R-CRM.

Sales Forecast report

  • The Sales Forecast report is based on pipeline target dates.
  • It displays bar charts and numerical values.
  • It can be filtered by pipeline.
  • It compares the forecast amount set for the current month with the amount already closed.
  • It shows target-date amounts planned for future months.

Salesperson daily activities report

  • R-Insight includes a report of each salesperson’s daily activities.

MPC AI reporting tool

  • MPC is a planned AI tool that will allow users to ask for specific report data and receive a compiled report.

How to

Obtaining an activity report

  1. Select the salesperson whose activities should be included.
  2. Specify the date range.
  3. Export the activity report as a PDF.

Capturing a screenshot for support investigation

  1. Capture a screenshot of the relevant page in R-Insight.
  2. Send the screenshot to support staff through LINE for investigation.

Setting a target date for a pipeline sale

  1. At the final stage of the pipeline, select the plus icon to set a target date.
  2. Set the month in which the sale is expected to close.

Expanding the date range when reviewing leads

  • Expand the R-Insight date filter to include additional dates when reviewing leads created on other days.

Capturing the Sales Forecast report

  • Capture the Sales Forecast report as an image for presentation to management.

Troubleshooting

Understanding differences between closed-sales and filtered lead counts

  • The closed-sales count represents leads that were closed on the selected date.
  • A date-filtered lead count is based on when the leads were created, not when they were closed.
  • These counts can differ when leads were created outside the selected date range.

Policies and rules

Data sources and reporting scope

  • R-Insight reports on data from R-CRM and is not related to the company's website.
  • R-Insight cannot currently import or add data from external sources.
  • Customer data from Line OA or Facebook Messenger cannot currently be stored in R-Insight.
  • Sales closed outside R-CRM cannot be added to R-Insight.

Access to reports

  • Access to R-Insight reports depends on the user's access permissions.

MPC availability

  • MPC is currently under development and is not yet available.

Custom AI agents for management reports

  • A service to build a custom AI agent for management reports is not currently provided.

Limits and quotas

Exporting the Sales Forecast report

  • The Sales Forecast report cannot be exported to Excel.

Compiled from 31 facts observed across 4 customer calls.