Reading QuiQ Analytics

Open Analytics from the Apps menu. It reports across Help Desk, CRM, WhatsApp and Website IQ with no setup, because every product already writes to the same records.

1. Pick a period

Choose the Period at the top. Every figure compares this period with the one before it.

2. Read the overview

The Overview tab shows Won, New leads and contacts, Tickets resolved, Customer rating, Open pipeline (now), Open tickets (now), Chats started and Website visitors.

3. See where revenue comes from

Where revenue comes from follows the people who arrived in the period, by channel: how many arrived, how many became customers, the rate, and what they paid on their invoices. Ads and campaigns come from CRM Sources.

4. Compare team performance

Team performance lists each person's tickets resolved, first reply time, time to resolve, the share resolved on time, their rating, deals won and won value.

5. Watch the trends

Charts show tickets opened over the last 14 days, won deals over the last 12 months, tickets resolved on time and customer ratings.

6. Trace a campaign to revenue

The Campaign Intelligence tab follows one campaign from its Form and Survey submissions through the CRM leads they created, the deals they closed and the satisfaction scores that came back.

Can I get the numbers without logging in?

Yes. Turn on the Monday summary email. Every Monday at 8:00 you get your last 7 days against the 7 before: won deals, new leads, tickets, ratings, WhatsApp and website.

Which plan includes Analytics?

Growth and Enterprise.