Navigating Aimbase Sales and Satisfaction Reporting

Welcome to Aimbase University

Class is in Session: Navigating Aimbase Sales and Satisfaction Reporting

Hosted by:  Aaron Harris, Product Manager 

This article serves as a resource for learning how to use Aimbase reporting for monitoring important lead, sales, and satisfaction data. Below you will find information on the four reports that we covered in detail and a guide on general Power BI reporting functionality.

Lead Count Report

The Lead Count Report helps you understand where your leads are being captured and the type of lead requests you are receiving from your customers. In this report, you will see a breakdown of the lead type, lead category, and lead source. You can also view the top products and campaigns, understand when your prospects are the most active and their location.

User Guide: https://help.gorollick.com/100248-aimbase-prospect-reports/using-the-lead-count-report

 

Dealer Response Activity 

The Dealer Response Activity Report allows you to see data pertaining to if your dealers are viewing their leads and how soon after they receive the leads the dealer is viewing them. This data is important for your organization because it allows you to promote the conversion of leads to sales and set goals for your dealers and sales team for lead follow up times.

User Guide: https://help.gorollick.com/100248-aimbase-prospect-reports/getting-to-know-your-dealer-response-activity-report

  

Closed Sales Count Report

The Closed Sales Count Report is a powerful tool that gives you visibility into how many of your leads have converted to sales.

User Guide: https://help.gorollick.com/100248-aimbase-prospect-reports/measuring-data-with-the-closed-sales-count-report

  

Survey Response Detail Report

The Survey Response Detail Report helps you see each survey response for the time frame for which you've run the report. 

User Guide: https://help.gorollick.com/100249-owner-satisfaction-reports/getting-to-know-the-survey-response-detail-report 

 

For general tips and tricks on using Aimbase’s Power BI Reporting, please reference our Introduction to Power BI article: https://help.gorollick.com/86143-reports/how-to-use-report-drill-downs