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Live P&L Report

Track real-time P&L metrics for immediate financial insights.

Aggregate and compare your shops' financials no matter the platform, country, and brand.

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Monitor customer retention and lifetime value for long-term business health.

Real-Time Performance

Leverage high-frequency data refresh for immediate loss prevention and optimization.

Analytics Suite

Know your exact profit and costs per product, vendor, type, and collection.

See exactly what’s eating your orders' profitability.

Unlock the impact of shipping methods on LTV, AOV, repurchase rates, and overall profitability.

Master discounts data to grow your profits.

Unify and analyze marketing data across platforms to optimize strategy and ROI.

Analyze returns by date, sales channel, coupon code or country.

Compare yourself to your industry in profit, expenses, and all key parameters.

Data Management

Connect platforms and tools you work with to collect expenses, revenue, and other eCommerce data in real time.

Predicted Costs

Include all your future costs and have the most accurate picture of your net sales at all times.

Data Sync Solutions

Discover BeProfit's easy data import options: Google Sheets, Bulk update CSV, and automated UI.

Custom Expenses & Revenue

Flexible Expense and Revenue tracking from variable costs to recurring bills,with contra entries and conditional allocations.

Profit Simulators

Tweak your numbers to lift profits up

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What data does a CRM hold?

Asked 3 years ago

So I've heard that a CRM is good for a business to have and maintain and I've opened a sheet to try and set one up for myself. However, I am not sure what information I should be gathering or what metrics to track for a fully functional CRM. Any ideas? Thanks :)

Customer relationship management (crm)Sales report Tracking Customer relationship management (crm)

Abeeha Qasmi

Thursday, July 21, 2022

The CRM contains all the clients' information gathered or transferred within a software. The primary data you need for a functional CRM can be divided into four categories:
Personal data (Name, age, email address or telephone number, mailing address, etc.)
Descriptive data (Education, career, family, and lifestyle information)
Quantitative data (Purchase, average order value, click-through rate, site engagement, conversion rate, etc.)
Qualitative data (Satisfaction, product preference, etc.)

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