{"id":3780,"date":"2017-06-14T11:33:02","date_gmt":"2017-06-14T09:33:02","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3780"},"modified":"2017-11-17T15:16:48","modified_gmt":"2017-11-17T14:16:48","slug":"work-time-efficiency","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/work-time-efficiency\/","title":{"rendered":"Work Time Efficiency"},"content":{"rendered":"<p>The <a href=\"..\/what-kind-of-reports-are-available-in-minicrm\/\">report<\/a>\u00a0shows that how much time was spent on customer acquisition, customer retention, customer loss and other activities.<\/p>\n<h3>Settings<\/h3>\n<ul>\n<li id=\"Date\"><strong>Date:<\/strong> Select a period that you would like to examine.<\/li>\n<li><strong>Users and groups:<\/strong> You can examine the opportunity <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a> of the selected <a href=\"..\/how-to-manage-users\/\">users<\/a>\u00a0or <a href=\"..\/restricted-to-group-rights\/\">user groups<\/a><strong>\u00a0<\/strong>(in new Sales term\u00e9ke) during the examined period.<\/li>\n<li id=\"View\"><strong>View:<\/strong> You can choose from Weekly, Monthly, and Quarterly views. The report will be rearranged according to the selected option.<\/li>\n<\/ul>\n<h3>Activities<\/h3>\n<ul>\n<li><strong>Customer acquisition<\/strong>: Those activities are included that were done on opportunity <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a>\u00a0that were moved from &#8216;Marketing&#8217; \/ &#8216;Discovery&#8217; or &#8216;Sales&#8217; <a href=\"..\/what-does-status-mean\/\">status group<\/a>\u00a0to &#8216;Database&#8217; status group.<\/li>\n<li><strong>Customer retention<\/strong>: Those activities that are not considered customer acquisition. The <a href=\"..\/what-is-an-opportunity-card-good-for\/\">opportunity card<\/a>\u00a0was in the &#8216;Customer&#8217; <a href=\"..\/what-does-status-mean\/\">status group<\/a>.<\/li>\n<li><strong>Customer loss<\/strong>: Those activities are included that are not directed towards customer acquisition and are not other activities. The <a href=\"..\/what-is-an-opportunity-card-good-for\/\">opportunity card<\/a>\u00a0was moved to &#8216;Database&#8217; <a href=\"..\/what-does-status-mean\/\">status group<\/a>.<\/li>\n<li><strong>Other<\/strong>: Those activities are included that don\u2019t fit into the other 3 categories.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The report\u00a0shows that how much time was spent on customer acquisition, customer retention, customer loss and other activities. Settings Date: Select a period that you would like to examine. Users and groups: You can examine the opportunity cards of the selected users\u00a0or user groups\u00a0(in new Sales term\u00e9ke) during the examined period. View: You can choose [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[399],"tags":[466],"class_list":["post-3780","post","type-post","status-publish","format-standard","hentry","category-more-reports","tag-report-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Work Time Efficiency - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"The report\u00a0shows that how much time was spent on customer acquisition, customer retention, customer loss and other activities. 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