> For the complete documentation index, see [llms.txt](https://biglead.gitbook.io/biglead-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://biglead.gitbook.io/biglead-docs/en/report/2.-customers-report.md). # 2. Customers report ## Customer Report User Guide in Biglead CRM ### 1. What is the Customer Report? The **Customer Report** is a feature in Biglead CRM that provides a comprehensive overview of customer data. It enables businesses to monitor customer acquisition, engagement levels, customer processing status, and employee performance through intuitive reports and visual charts. The report consolidates real-time data from all platforms connected to Biglead CRM, including Facebook, Zalo OA, TikTok, Instagram, Website, Telegram, WhatsApp, and other integrated channels. With this feature, businesses can: * Monitor the number of newly generated customers. * Evaluate customer engagement levels. * Analyze customer behavior across different channels. * Track customer processing statuses. * Measure the performance of individual employees. * Make data-driven business decisions. ## 2. Accessing the Customer Report To access the Customer Report: **Step 1:** Log in to Biglead CRM. **Step 2:** From the left navigation menu, select **CRM**. **Step 3:** Click **Customers**. **Step 4:** Select **Customer Report**. The system will display four report categories: * Customer Overview Report * Customer Interaction Report * Customer Status Report * Customer Report by Employee ## 3. Report Filters Before viewing the report, you can apply filters to display data that matches your reporting needs. ### Page Group Select a Page Group containing multiple connected Pages or accounts. Once selected, the report will display data only for the chosen Page Group. ### Page After selecting a Page Group, you can choose a specific Page or account to view detailed statistics. If no Page is selected, the report will include data from all Pages within the selected Page Group. ### Date Range Choose the reporting period. Available options include: * Today * Yesterday * Last 7 Days * Last 30 Days * This Month * Last Month * Custom Date Range Whenever the date range is changed, all charts and statistics are updated automatically. ### Reset Click **Reset** to clear all applied filters and restore the report to its default view. ## 4. Customer Overview Report The **Customer Overview Report** provides a high-level summary of customer growth and engagement during the selected reporting period. ### New Phone Numbers Displays the total number of new customer phone numbers (new leads) generated during the selected period. This metric helps businesses evaluate the effectiveness of marketing campaigns and customer acquisition efforts. ### Existing Customer Interactions Displays the total number of interactions from existing customers already stored in the CRM. These interactions include: * Messages * Comments * Customer responses across connected platforms This metric helps measure the effectiveness of customer retention and ongoing customer care activities. ### New Customer Interactions Displays the total number of interactions initiated by newly acquired customers. This indicator helps evaluate how effectively new leads are engaging with your business and progressing through the sales funnel. ### Customer Growth Chart This chart visualizes customer growth over time. It enables businesses to: * Track customer growth trends. * Identify peak customer acquisition periods. * Measure the effectiveness of marketing campaigns. * Compare customer growth across different time periods. ## 5. Customer Interaction Report The **Customer Interaction Report** provides detailed statistics on customer engagement across all platforms connected to Biglead CRM. ### Customer Interaction Chart (Messages & Comments) This line chart displays the daily number of: * Messages * Comments within the selected reporting period. The report helps businesses: * Monitor customer engagement trends. * Identify peak interaction periods. * Compare messages and comments. * Schedule customer support staff during high-traffic periods. ### Interaction Distribution Chart This pie chart illustrates the proportion of customer interactions by type: * Messages * Comments For example: * Messages: 80% * Comments: 20% This report helps businesses understand customers' preferred communication channels and optimize customer service workflows. ### Customer Interaction Behavior Chart This report summarizes various customer interaction behaviors, including: * New customers * Customers who sent messages * Customers who left comments * Returning customers * Other customer engagement activities These insights help businesses better understand customer behavior and optimize marketing and customer engagement strategies. ## 6. Customer Status Report The **Customer Status Report** provides an overview of customers based on their current sales or customer service status. Examples include: * New Customer * In Progress * Consulted * Quotation Sent * Deal Closed * No Response * Cancelled * VIP Customer After selecting one or more statuses, the system generates the corresponding statistical charts. This report allows businesses to: * Monitor customer processing progress. * Track customers at each stage of the sales pipeline. * Measure conversion rates between different sales stages. * Identify customers requiring follow-up to prevent missed sales opportunities. ## 7. Customer Report by Employee The **Customer Report by Employee** helps managers evaluate the performance of each employee responsible for customer management. In addition to the standard filters, users can select a specific employee to view individual performance statistics. ### Employee Status Chart Displays the number of customers assigned to each employee based on customer status. Examples include: * In Progress * Consulted * Deal Closed * No Response This report helps managers: * Monitor each employee's workload. * Track customer handling progress. * Compare employee performance. ### Employee Sales Tag Chart Displays customer statistics grouped by **Sales Tags** assigned to each employee. Examples include: * Potential Customer * Quotation Sent * Purchased * VIP Customer * Follow-up Required This report enables managers to: * Evaluate customer classification efficiency. * Monitor customer follow-up progress. * Analyze customer distribution across different sales segments. ### Employee Performance Chart (Comments, Conversations, Customers) This chart compares employee performance using three key metrics: * **Comments:** Total number of comments handled. * **Conversations:** Total number of conversations or messages responded to. * **Customers:** Total number of customers assigned to or managed by the employee. Managers can use this report to: * Compare employee performance. * Evaluate customer engagement activities. * Monitor workload distribution. * Measure customer service KPIs. * Allocate customers more effectively among team members. ## 8. Report Analysis The Customer Report enables businesses to: * Monitor customer growth over time. * Evaluate the effectiveness of customer acquisition campaigns. * Analyze customer interaction trends. * Identify peak engagement periods for optimal staff scheduling. * Track customer distribution across different statuses. * Measure the customer service performance of each employee. * Compare productivity across employees or departments. * Monitor customer processing progress to reduce missed sales opportunities. * Make informed business decisions based on real-time analytics. ## 9. Practical Example A cosmetics company uses Biglead CRM to manage customers from Facebook, TikTok, and Zalo OA. After reviewing the Customer Report over a 30-day period, the company observes: * **850 new customers** were acquired. * **3,250 customer conversations** were recorded. * Approximately **70% of customer interactions** came through messages, while **30%** came through comments. * The **"In Progress"** status contained the largest number of customers, indicating that the sales team was actively following up with many potential customers. * One employee significantly outperformed others in both conversation volume and conversion rate, allowing management to identify and replicate successful sales practices across the team. Based on these insights, the company increased advertising investment in its highest-performing channel, adjusted customer support schedules to match peak interaction hours, and redistributed customer assignments among employees to improve overall efficiency. ## 10. Summary The **Customer Report** is one of the core reporting features in Biglead CRM, providing businesses with a comprehensive view of customer growth, engagement, customer processing, and employee performance. Through the four report categories—**Customer Overview Report, Customer Interaction Report, Customer Status Report, and Customer Report by Employee**—businesses can analyze operational performance, monitor sales processes, evaluate team productivity, and make informed decisions based on real-time data. Regularly reviewing these reports helps optimize business operations, improve customer experiences, and increase conversion rates.