The CRM provides you with several possibilities for evaluating your data according to criteria you have selected beforehand.

• Dashbaord: The dashbaord gives you a graphical representation of your sales and service data.
• Reports: You may summarize your data stored in the CRM by reports. You have a set of predefined reports available which you can customize to your needs.

You should use these report and analysis features to get an overview of customer related activities and to draw conclusions on how to improve your sales process.