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How to Generate Advanced Sales Insights in Skarbe
How to Generate Advanced Sales Insights in Skarbe

Advanced Sales Insights report in Skarbe is providing a deep analysis of prospect interactions to enhance communication and close rates.

Mikita Martynaū avatar
Written by Mikita Martynaū
Updated over 5 months ago

Overview: This guide will help you generate Advanced Sales Insights reports in Skarbe, providing a deep analysis of your prospect interactions to enhance communication and close deals more effectively.

Steps:

  1. Navigate to the Reports Section:

    • Click on "Reports" in the left-hand menu.

  2. Initiate Report Generation:

    • Click on the "Generate report" button.

  3. Fill in Report Details:

    • Enter a report name.

    • Select "Advanced Sales Insights" as the report template.

  4. Add Sources:

    • Click "Add sources" to select relevant contacts, companies, or deals.

  5. Generate the Report:

    • Click "Generate" to create the report.

  6. Review the Report:

    • Review the report for key data points, narrative overview, objection analysis, and actionable recommendations.

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