Company performance
High level reports are provided as standard to monitor the success of the entire broker and each stage of the customer lifecycle. Drop off rates for all stages between enquiry and order are visible for easy consumption.
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Reporting
Business intelligence and reporting
Fully integrated with Microsoft’s market leading Power BI platform, there’s no better reporting tool to gain insight on your business. New reports are being developed all the time and our central data warehouse makes it easy to import and export data as needed.
Sales team breakdown
Reporting extends down to sales person, so brokers can clearly identify who is performing well, and where there is opportunity for improvement. Like all MotorComplete reports, these can be filtered and exported as needed.
Data export
All data within CRM is easily exported as needed at any time. Export contacts from CRM to Excel or CSV, and then import into 3rd party tools for email marketing or other business functions.
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