CRM Sales Analytics Guides

CRM sales analytics without dashboard overload.

Practical guides for owners and sales managers: what to track, how to diagnose a change and when not to trust the data. To connect your CRM, go to the Integrations page.

For business

How to read CRM sales data and see what needs attention.

For business · Revenue

Revenue changed. Where to start.

Five steps to make sense of a revenue change using your CRM data. And why the biggest change is not yet the cause.

For business · Data quality

Five CRM data checks before drawing conclusions.

Without these checks, a CRM report can confidently show the wrong picture.

For business · Metrics

Five numbers an owner should check every week.

A short list that shows what needs attention. You do not need a dozen reports for that.

For business · CRM analytics

CRM sales analytics: what to track first.

A practical set of CRM metrics for spotting changes in sales without living inside a dozen dashboards.

For business · Sales funnel

Sales funnel analysis in CRM: find the weak stage.

A step-by-step way to check stage conversion, stalled deals and loss reasons in your CRM sales funnel.

For business · Telegram reports

CRM reports in Telegram: what a manager needs every day.

Which CRM metrics belong in a short daily Telegram summary, and which changes should trigger a separate sales alert.

For business · Sales managers

Sales manager performance metrics from CRM data.

How to compare sales reps without falling into the “who closed the most deals is best” trap.

For business · Conversion

CRM conversion rate dropped: how to find the cause.

A practical sequence for checking CRM data, funnel stages, response speed and segments when sales conversion falls.

CRM Sales Analytics Guides

Make sense of your numbers.

Create an account and connect your CRM. AERA will show what changed and where every number comes from.

Check my CRM for free How AERA reads a change

Need help connecting? Contact support.