How do I create custom reports?
Сustomization services "turnkey'' report
The easiest option is to send the necessary report ratios to Nemind and we will advise you on how to set them up or customize them for you.
Most often, we receive a task in the form of Excel or Goolgle tables with "headers" of ratios.
Self-configuration
First of all you must understand that Nemind is the most simplified report builder, where all functions are built on the basis of RATIOS.
90% of customizing reports in Nemind consists of customizing ratios - and tables, charts, periods and much other functionality already exist as standard and will work with any new ratios that you create.
Ratios
Ratios is a key concept in Nemind analytics.
Ratios are mathematical metrics that have a name and calculation settings.
For example, the ratio of the Deals report “Created” calculates the count of created deals.
This ratio is displayed in the Kanban, Ratios and Cross tables, it can be selected for all charts, it is displayed in tooltips.
It will be automatically applied for all aspects - by managers, sources, and so on. If you create a new ratios, it will also appear in all places in the program that work with ratios.
Often create an ratio "Measurements" (Presentations) - which shows the count of measurements. For example, “measurement” is determined from the custom field of the deal “Measurement date” - then in the ratio it is enough to select the date parameter “Measurement date”. This is enough to calculate measurements for managers, taking into account the selected period.
The "Measurements" ratio will automatically appear in tables and diagrams. You can always edit its name and calculation method.
Another common example is a special sum, such as deal costs, that are also entered in a custom field. You can make the “Costs” ratio - literally in two clicks, and for the ratio with the Sum, choose the average, maximum or minimum. There are standard options for customizing conversions, stakes, and plans. You can create ratios that use other ratios — for example, the Conversion to Meter ratio will use the Metered ratio and take a percentage of another Target Leads ratio. More about ratio
How to collect ratio from different reports into one?
A popular request is to collect ratios from various reports on one screen: for example:
Number of processed companies
· count of created deals
· sum of successful deals
· count of calls
· count of processed companies
Nemind makes it easy - just open the necessary reports and use the mouse to “send” the necessary ratios from additional reports to the main project. Such ratios can be used for any additional calculations, for example, to calculate the ratio of the count of calls to successful deals in the example above. Combining ratios is often used to visualize a plan-fact. The functionality of combining ratios is available starting with the Professional plan.
How to show the execution of the plan, which is set in Excel, taking into account the seasonality? Plan fact: Excel + CRM.
Companies often set plans for managers, departments, and business lines. And these plans change monthly. Nemind offers a simple analysis solution where the plan is stored and filled in Excel and the data is taken from the CRM. Thanks to the ability to combine ratios from two or more projects, it is possible to display the execution of the plan as a percentage for any periods and for any sections. Moreover, Excel becomes the “base” of plans, which can be visualized by themselves - study the change in the plan, superimpose the plan on the fact on the graph by month, apply filters and do other useful operations that allow you to make planning as accurate as possible, taking into account the constant changes in the business.
