Setting up CRM Kommo
Technical task: Setting up the display of funnel statistics and financial indicators in CRM
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### 1. Task Objective
Set up the system (CRM) so that the dashboard displays current statistics on the stages of the sales funnel and financial results.
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### 2. Main Requirements
#### 2.1 Display of Sales Funnel
It is necessary to:
- display the current statistics for all stages of the funnel
- show:
- the number of clients at each stage
- conversion rates between stages
- conversion in percentage and numerical terms
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#### 2.2 Payment Status Setup
Add the ability to:
- mark the status "Payment Received"
- when adding the order amount:
- the amount should be displayed in the client card
- the order should NOT fall into the "new requests" category
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#### 2.3 Display of Finances on the Dashboard
It is necessary to:
- show the total order amount (revenue) on the dashboard
- the amount should automatically update after the manager adds a payment
- take into account the order dates
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#### 2.4 Manager's Work
Logic of work:
- the manager adds the order amount to the client card on the day of the order
- this amount automatically goes into the overall financial statistics
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#### 2.5 Client Sorting
Add the ability to:
- sort clients by the amount of revenue generated
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### 3. Execution Format
The performer must:
- either record a video of the setup from their profile
- or conduct an online call demonstrating the setup in real time
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### 4. Result
After completion, there should be:
- a visual dashboard with the funnel
- display of conversions
- correct accounting of payments
- total revenue amount
- the ability to filter and sort clients by income
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Applications 2
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3 days100 USD
3 days100 USD
Victor, good day!
I have 3+ years of experience working with the CRM Kommo. I am ready to set up the dashboard displaying statistics on the sales funnel, conversions, financial indicators, and payment status.
Can we discuss the details?
Similar completed project: Настроить CRM для видения Лида
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2 days100 USD
2623 26 0 1 2 days100 USD
Hello
implementation/setup/support/training for working in the commo system
cases in the profile and on the website
write in private messages, we will discuss your tasks in more detail
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3 days67 USD
2327 61 0 3 days67 USD
Hello)
I can help you with this.
To evaluate in detail - it is necessary to look at what you have and how it is currently set up.
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Ukraine