CRM Reports & Analytics

The Reports module in Coonex provides real-time insights into your marketing and sales performance.
It helps managers and agents track key metrics such as revenue, lead status, team performance, and property results — all in one centralized dashboard.

1. Overview #

Coonex Reports automatically collect and visualize data from your CRM, campaigns, and properties.
This feature helps you:

• Monitor sales progress and revenue trends.
• Evaluate team activity and response rates.
• Understand where your best leads are coming from.
• Make informed decisions based on accurate, real-time data.

2. Dashboard Sections #

The main Reports Dashboard includes multiple analytical widgets.
Each section can be filtered by date range, team member, lead source, or property type.

🖼️ Add screenshot: “Revenue & Lead Status Charts”

3. Date Range Filtering #

Use the date selector at the top of the page to analyze performance for a specific time period.

How to filter:

1. Select Start Date and End Date.
2. The dashboard will automatically refresh with updated values.
3. Export results if needed for monthly or quarterly reports.

4. Key Performance Metrics #

Coonex automatically calculates the most relevant KPIs for your sales and marketing operations.

5. Filtering by Team Members #

You can view performance by individual users or teams:

1. Use the Team Member filter.
2. Select one or multiple users.
3. The charts and totals will adjust automatically.

This helps managers track agent productivity and identify where additional support or training might be needed.

6. Exporting Reports #

All reports can be exported in multiple formats for presentation or sharing.

Export Options:

• Excel (.xlsx) — for raw data analysis.
• PDF (.pdf) — for management reporting.

To export:

1. Click Export on the top-right corner of the Reports page.
2. Choose the desired format.
3. The system will download your file instantly.

🖼️ Add screenshot: “Export Button & Format Options”

7. Data Sources #

All metrics in the Reports module are powered by live data pulled from:

• CRM Leads (status updates, assigned agents, revenue).
• Projects & Properties (pricing, sale progress, construction status).
• Campaigns & AI Lead Generation (source tracking and cost per lead).

Coonex automatically syncs these inputs every 15 minutes for up-to-date accuracy.

8. Troubleshooting “No Data to Be Shown” #

If your dashboard displays “No data to be shown”:

• Confirm you’ve selected a valid date range with active leads or deals.
• Check that your team members have leads assigned.
• Ensure campaign integrations (Meta, TikTok, Google) are active.
• Contact support if the issue persists.

9. Best Practices #

• Refresh your report view at the end of each working day.
• Review Lead Source Reports weekly to focus ad budgets efficiently.
• Use the Team Member Filter in weekly meetings to track performance.
• Export monthly reports for management summaries.
• Regularly verify data consistency between CRM and actual sales.