I am running a tech start-up and am the only person in the organisation selling. I used to be a SugarCRM user since many years, but shifted over to SuiteCRM 2 years ago and really like it. Running 7.10.7 at the moment.
I am a Lean Six Sigma black belt and a firm believer in that you get what you measure. I keep all my meetings and phone calls up to date in SuiteCRM and would very much like to see a graphical representation of how many sales calls and customer meetings I do weekly and monthly. In sales this is the one of, if not THE, key number to track.
SuiteCRM has a very nice dashlet portfolio, but these two meters are missing. I’ve installed KReports 4.0 but I have not succeeded to make it work with any SuiteCRM version.
Does anyone know if such a module exists, that would track sales meetings and calls and draw trends on them from the SuiteCRM data? If not, wouldn’t this be one of the key dashlets to develop for a CRM system?