Inquiry sources and outcomes List
Compare inquiry source with qualification and conversion status.
- Photography CRM
- Reports and analytics
Reports for the questions your team asks
Questions to answer from inquiry, opportunity, quote and order records.
Overview×
Photography CRM · Overview
Photography CRM dashboard
This quarter
Quotes in view
6Submitted
6Quote date in 14 days
4Inquiries by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 31 | ||
| Contacted | 16 | 52% | |
| Qualified | 7 | 44% | |
| Unqualified | 5 | 71% |
Inquiries by status
Sample counts per stage
More reports
Opportunity stage value List
Sum opportunity amount by stage and forecast category.
Expected close calendar List
Show expected close date, amount, owner and next step for open opportunities.
Quote decisions List
Review quote status, approval owner and accepted revision by customer.
Booking value by photographer List
Total confirmed order value by photographer and order status.
Activity follow-up List
Show overdue open activities by owner and activity type.
Customer booking history Grouped
Group bookings beneath each client with source quote and invoice state.
Product mix in quotes Grouped
Group quote lines by product family and quoted product.
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Start free, then use Proto to change fields, steps and approvals before your team goes live.