CRM Trends

Trends in HelloClient Analytics

Trends are charts and diagrams that visualize data, making it clear and easy to interpret. They help quickly analyze key business metrics.

---

Orders by date

• 📅 Peak Day Analysis — identify days with the highest number of orders.
• 👥 Schedule Optimization — plan employee schedules:
  • More staff on “hot” days.
  • Time off during low-load periods.

Orders by status

• 📊 Visual Distribution — how many orders are in each status (e.g., “In Progress,” “Closed”).
• 💰 Amount by Status — assess the financial significance of each stage.
• 🎯 Focus on Problematic Statuses — identify “stuck” orders to speed up their completion.

Recommendation

Click on a status in the chart to exclude it from the report.

---

Orders and Sales average check

• Orders vs Sales — compare average amounts:
  • 🛒 Average check of orders.
  • 📦 Average check of retail sales.
• Efficiency Analysis — evaluate:
  • Business profitability.
  • Customer behavior.
  • Staff performance.

Orders urgent and overdue

• 🔴 Overdue — track the count and take action.
• 🟡 Urgent Orders — control current priorities.
• 📉 Process Optimization — reduce turnaround times.

Payments by date

• 📈 Revenue Dynamics — identify “peak” and “failing” days.
• 💵 Liquidity Management — plan finances based on daily profits.

---

Payments by account - Top 9

• 📉 Top Expenses — analyze where most funds are spent.
• 📈 Top Revenue — identify the most profitable areas.
• 🎯 Category Filtering — click on a category in the chart to exclude it from the report.

Orders by employee

• 👤 Efficiency Rating — evaluate who closes the most orders.
• 🏆 Team Motivation — reward top performers and support those falling behind.

---

Sales by date

• 📆 Daily Statistics — track the dynamics of retail sales.
• 🛍️ Seasonal Trends — identify periods of demand growth/decline.