Data & Reporting
How to Build a Client Health Score in Your CRM
Learn how to build a client health score in your CRM to spot at-risk clients early and improve retention. A practical guide for small businesses.
David White 10 min read Tag
CRM reporting
4 articles tagged with "CRM reporting"
David White 10 min read Data & Reporting
How to Measure Client Lifetime Value in Your CRM
Learn how to calculate and track client lifetime value in your CRM. A practical guide for small UK businesses to identify top clients and grow revenue.
Gareth Clubb 8 min read Team & People
How to Track Team Performance in Your CRM Without Micromanaging
Use your CRM to track team performance through outcomes and activity trends, not surveillance. A practical guide for small business owners.
Jonny Rowse 8 min read Sales Pipeline
How to Track and Improve Your Sales Conversion Rate with Your CRM
Learn how to track your sales conversion rate using your CRM, identify where leads drop off, and make practical improvements that close more deals.
Jonny Rowse 8 min read