Marketing is more important than ever for firms, and Cosential has recently released a number of enhancements to support faster and more accurate opportunity and lead tracking and reporting. These enhancements can help you: track better data for each opportunity, quickly see useful information and help ensure fast, reliable updates.
A highlight of these improvements is the Hit Rate Summary report which generates a summarized hit rate report in seconds. To generate this structured report: from the Opportunity reports module, click on “Generate Custom Hit Rate.” This generates a summary of win/loss statistics, including pending submissions. You determine the date range (by Close Date) and can sort by all Firm Org categories (Offices, Divisions, etc.) as well as Primary/Secondary Categories.
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