SPOTIO’s new “My Reports” feature allows users to generate custom reports inside their SPOTIO accounts, using the metrics and KPIs that matter to them most.
“My Reports” is an additional feature in conjunction with SPOTIO’s automatic reports that can be accessed via the Dashboard menu.
While we truly believe “My Reports” is a gamechanger, it won’t cost you anything extra. If you’re a SPOTIO customer, you already have immediate access to “My Reports”.
Save custom reports so you don’t have to re-apply the same filters each time you run the report.
Users can customize their reports to only show the metrics that matter or relate to their success.
Admins have easy access to company-wide metrics. Generate reports on Teams and Territories in order to see who is producing the best results and where they are having the most success.
Keep reading to learn what “My Reports” is, who it’s for, and why it’s going to be so beneficial to field sales teams. Let’s dive in!
View and measure your KPI’s as you want to see them. Construct and store the reports that you want available at the tap of a button & share those reports with your team – both on the web & mobile!