Analytics Walkthrough in MeasureSquare CRM

In this article, we will give a walkthrough of the Analytics Module in Measure Square CRM

The Analytics module is designed to provide insights by tracking your sales performance and generate revenue insights from your projects. This will help track performance and identify trends to gain actionable insights for your business.  

Only Projects that have a set Won or Lost date under the Sales Pipelines will be fed into the Analytics Module

Step 1:  Navigate to the Analytics section on the left panel

Step 2: This section provides a detailed overview of your business data, showing key insights including:

1. Revenue Won: Shows amount for Won projects 
   
2. Revenue Lost: Shows amount for Lost projects
   
3. Revenue Won By:
   
1. Source:  Tracks the total revenue generated from deals based on their source of origin
   
2. Market Segment: Revenue categorized by market segments
3. Type: Revenue categorized by type, such as Commercial, Multifamily, Retail, etc.
4. Company: Revenue generated from deals associated with specific companies or clients
5. Owner: Revenue categorized by the owner of the project or deal
6. Estimator: Revenue generated based on the estimator responsible for the project or deal

Step 3:  Choose a predefined Date Range or set a custom range to compare performance across different time periods

 

Step 4: You can select any of the relevant categories: 

Sales Summary: Provides an overview of all sales activities, including revenue, deals won, quotes, bids, and invoices

Revenue Won By Owner: Revenue and deal performance based on the owner of the project or deal.

Revenue Won By Estimator: Revenue and deal performance based on the estimator who created the project or provided the estimate

Reason for Lost Projects: A metric to display the number of projects that falls under a specific lost reason such as Too Expensive, Lost to Competitor, and etc. 

You can customize the Lost Reason Field by adding in more options, in this case, more reasons why projects are lost. The attached KB Article will provide a guide on how to add & edit Custom fields: How to Add and Edit Custom Fields in MeasureSquare CRM

Step 5: Additional Options 

You can filter by Owner, by Pipeline, and also see more information by selecting "View All" 

For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com

• Related Articles

• CRM User Manual: Billing & Financials, Lesson 4: Reporting & Analytics

  Reporting & Analytics As you explore MeasureSquare CRM, one of the most impactful tools you’ll encounter is the Reporting & Analytics suite. These features help you track performance, visualize trends, and make informed decisions—whether you’re ...

• MeasureSquare CRM Implementation Checklist

  A start-to-finish guide for your implementation manager Company Name Implementation Manager Start Date Target Go-Live Date License Tier Total CRM Users Accounting System Takeoff Solution PHASE 0: Pre-Implementation Planning Complete before any ...

• How to manage everything in your MeasureSquare CRM project?

  In this article, we will cover on how to manage everything inside of your Project View. This article applies to MeasureSquare CRM. Navigate to your desired project in order to have access to your Project View page. Steps to Manage Your MeasureSquare ...

• How to Set Up your Trial Account on MeasureSquare CRM and invite users to your organization

  In this article, we will cover how to set up your trial account in MeasureSquare CRM This article applies to MeasureSquare CRM. IMPORTANT: Only one user from your team should click the link to set up a trial of the CRM. Once the account is set up, ...

• Getting Started with MeasureSquare CRM

  In this article, we will show you the map to the tutorials covering the end-to-end workflow of MeasureSquare CRM. 1. Sign up and Trial How to Set Up your Trial Account and Invite Users on MeasureSquare CRM How to Sign in and Create an Account in ...