diff --git a/erpnext/config/crm.py b/erpnext/config/crm.py index ee3b9c1ec1..7a55cc606d 100644 --- a/erpnext/config/crm.py +++ b/erpnext/config/crm.py @@ -32,18 +32,18 @@ def get_data(): "label": _("Reports"), "icon": "fa fa-list", "items": [ + { + "type": "report", + "is_query_report": True, + "name": "Lead Details", + "doctype": "Lead" + }, { "type": "page", "name": "sales-funnel", "label": _("Sales Funnel"), "icon": "fa fa-bar-chart", }, - { - "type": "report", - "name": "Minutes to First Response for Opportunity", - "doctype": "Opportunity", - "is_query_report": True - }, { "type": "report", "name": "Prospects Engaged But Not Converted", @@ -52,9 +52,9 @@ def get_data(): }, { "type": "report", - "is_query_report": True, - "name": "Lead Details", - "doctype": "Lead" + "name": "Minutes to First Response for Opportunity", + "doctype": "Opportunity", + "is_query_report": True }, { "type": "report", diff --git a/erpnext/docs/assets/img/crm/report/__init__.py b/erpnext/docs/assets/img/crm/report/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/docs/assets/img/crm/report/customer_address_and_contact.png b/erpnext/docs/assets/img/crm/report/customer_address_and_contact.png new file mode 100644 index 0000000000..3f92edb19c Binary files /dev/null and b/erpnext/docs/assets/img/crm/report/customer_address_and_contact.png differ diff --git a/erpnext/docs/assets/img/crm/report/inactive_customers.png b/erpnext/docs/assets/img/crm/report/inactive_customers.png new file mode 100644 index 0000000000..75330fd543 Binary files /dev/null and b/erpnext/docs/assets/img/crm/report/inactive_customers.png differ diff --git a/erpnext/docs/assets/img/crm/report/lead.png b/erpnext/docs/assets/img/crm/report/lead.png new file mode 100644 index 0000000000..92a3d70ec4 Binary files /dev/null and b/erpnext/docs/assets/img/crm/report/lead.png differ diff --git a/erpnext/docs/assets/img/crm/report/minutes_to_first_response.png b/erpnext/docs/assets/img/crm/report/minutes_to_first_response.png new file mode 100644 index 0000000000..1831382aa0 Binary files /dev/null and b/erpnext/docs/assets/img/crm/report/minutes_to_first_response.png differ diff --git a/erpnext/docs/assets/img/crm/report/prospects_engaged_but_not_converted.png b/erpnext/docs/assets/img/crm/report/prospects_engaged_but_not_converted.png new file mode 100644 index 0000000000..8406b68901 Binary files /dev/null and b/erpnext/docs/assets/img/crm/report/prospects_engaged_but_not_converted.png differ diff --git a/erpnext/docs/assets/img/crm/report/sales_funnel.png b/erpnext/docs/assets/img/crm/report/sales_funnel.png new file mode 100644 index 0000000000..0796441f89 Binary files /dev/null and b/erpnext/docs/assets/img/crm/report/sales_funnel.png differ diff --git a/erpnext/docs/user/manual/en/CRM/crm_reports.md b/erpnext/docs/user/manual/en/CRM/crm_reports.md new file mode 100644 index 0000000000..490cd5ab10 --- /dev/null +++ b/erpnext/docs/user/manual/en/CRM/crm_reports.md @@ -0,0 +1,41 @@ +CRM module's reports helps users to get the information about the prospects. Using Following reports, user can analyze the data about prospect's history with a company and will helps user to build strong relationships with them. + +###Lead Details +It has data about the leads and their contact and address detail. +Lead Details + +###Sales Funnel +By using the sales funnel, and by quantifying the number of prospects at each stage of the process, you can predict the number of prospects who will, in time, become customers. + +More than this, by looking at the way these numbers change over time, you can spot problems in the sales pipeline and take corrective action early. + +For example, if you spot that very few communication with the prospects has taken place in month which decreased the sales. From the next month organization should make sure that more communication has to take place with the prospects + +Lead Details + +###Prospects Engaged But Not Converted +Using this report user gets the information about the leads who has shown interest in the business with you but due to some reason they were not converted into the customers. + +Lead Details + +###Minutes to First Response for Opportunity +Immediacy is so important – and so valued +Customer main priority is not finding the best product, their priority is improving their situation as quickly as possible +This report gives you an information about the first response time given to the opportunities or issues. With this report organization can improve their first response to the prospects which helps to improve the sales of an organization + +Lead Details + +###Customer Addresses And Contacts +It has data about the customers and their contact and address detail. +Lead Details + +###Inactive Customers +This report shows the list of customers who has not purchased since long time. + +Lead Details \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/CRM/index.txt b/erpnext/docs/user/manual/en/CRM/index.txt index 204123ae69..2fe3f4d6d5 100644 --- a/erpnext/docs/user/manual/en/CRM/index.txt +++ b/erpnext/docs/user/manual/en/CRM/index.txt @@ -3,4 +3,5 @@ customer opportunity contact newsletter +crm_reports setup \ No newline at end of file