Practical knowledge for Swiss SMEs
Reports & data
Guides for “Reports & data” in : step by step, with the place in the menu, the steps and the limits.
Reports & data
Analytics
Sales | base › Management › Analytics
Shows for a pipeline the funnel of open deals, the win rate, totals per currency, the average time in each stage and the loss reasons.
Step by step
- Choose the pipeline you want and click “Show”.
- Read the key figures at the top: open, won and lost deals and the win rate.
- In the funnel, see how many open deals are in which stage.
- Below, check the totals per currency, the time per stage and the loss reasons.
- In the forecast, read open deals by month of expected close: total, weighted by stage probability, and won amounts (actual); overdue deals and deals without a date are shown separately.
Views, bulk editing and export
Sales | base › Deals, Contacts or Leads › bar above the list
Above the lists of deals, contacts and leads you save filters as a view, change many entries at once and export the list as CSV.
Step by step
- Set filters and enter a name under “Save current filters as view”; with the right permission also choose “Visible to everyone”.
- Under “View”, choose a saved view or the standard view.
- Tick entries in the list, choose a change (owner, stage, team) and click “Dry run” first.
- Check the dry-run result, then click “Run”.
- Under “Export as CSV”, choose the columns and download the file.
Import
Sales | base › Management › Import
Shows the import runs when taking over from a previous CRM and previous invoicing: trial run, reconciliation and execution, with counters, totals per currency, blocks, open references and findings.
Step by step
- Read the instructions at the top.
- For a run, check whether it is a trial run or an execution and what its status is (reconciliation OK, discrepancy, error).
- In the table, compare for each source table: Source, New, Existing and Skipped.
- Below, check the deal totals per currency, blocks, open references, the handover to Finance and the findings.
Import lists
Sales | base › Management › More › Import
Imports contacts, newsletter lists, forum accounts and research lists from a file with column mapping, total checks and a dry run. The page also suggests missing company addresses from documented earlier email traffic.
Step by step
- Choose the profile and select the file (CSV, TSV; forum accounts also JSON).
- Check the suggested column mapping; required fields are marked with *.
- For newsletter lists enter the purpose, for forum accounts the platform’s short name.
- Start the “Dry run”: check totals, filled fields and findings – nothing is saved.
- Use “Execute” to apply exactly this dry run.
- Under “Missing addresses from email history” apply suggestions one by one with evidence.
Diagnostics
Sales | base › Management › Diagnostics
Shows the status report, data quality, the latest background runs and the integration findings, with exact figures.
Step by step
- In the status report, read open cases, hot deals, warm deals, follow-up drafts waiting, uncertain sends and pipeline totals per currency.
- Under “Data quality”, check contacts without a usable address, companies without a contact person, and blocks and legal bases.
- Under “Latest background runs”, see the start, result and figures of the runs.
- Under “Integration findings”, check irregularities of the connected services.
- If integration findings show “Webhook silent since …”, check the displayed time: ongoing delivery notifications have been missing since then. Sales also retrieves events and resolves the finding when ongoing notifications resume.
The next step starts with a conversation.