SIERA Feature Guide

Feature Overview

Sales Intelligence and Efficiency through Reports and Analytics (SIERA) is LeadSquared’s new-gen self-service reporting tool. Through SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Additionally, SIERA helps you –

  • Customize reports and apply relevant filters to display crucial data
  • Make informed decisions using real-time analytics and actionable insights
  • Design reports that trickle down your organization hierarchy to track user-level progress
  • Improve business performance by analyzing large data volumes
  • Sort and filter vast data volumes
  • Create pivot tables
  • Remove and add rows with zero values
Note: SIERA is a paid feature. To enable it for your account, contact your account manager or siera.support@leadsquared.com.

SIERA

 

Video Tutorials

How to Create a Lead Source Analysis Report using SIERA

 

View SIERA Reports

To view the default SIERA reports screen, navigate to Reports>SIERA.

SIERA

 

Sort Data

The visual below displays how to re-order and sort data on a table.

SIERA

 

Drill Down

Open any SIERA report, and click on any entry within the report. This will securely drill down to the lead, opportunity, activity, or task level. The data you see in the drill-down will be dependent on the permissions provided to you.

SIERA

 

Customize Drill Down Columns

Customize the columns in your drill-down report by adding and removing fields. You can select up to 10 columns in the drill-down report.

SIERA

 

 

Add Filters

In addition to the four default filters, add up to 11 custom filters to customize the data that’s displayed on the report.

Note: Custom filters are the default system and custom lead fields created in your LeadSquared account.

SIERA

 

Add Dimensions

Here, use the Row Grouping option to determine how the data is grouped in the report rows. Use the Column Grouping option to create a pivot table.

SIERA

 

 

Reorder Dimensions

Reorder the rows you’ve selected in the report. You can add up to three rows.

SIERA

 

Create Pivot Tables

Add a field under Column Grouping to create a Pivot table.

SIERA

Users can also add date fields to the Pivot Table. Once added, you can select a date aggregation. For e.g., if you add the Leads Created On field, you can further select the date range during which you want to view the leads created (like Month, Year, Quarter, etc.).

SIERA

 

 

Create and Save Report Views

Once you’ve customized a report, and if you intend on using the same report in the future, use the Report Views option. This saves the current report state and ensures you can reuse it whenever required.

SIERA ReportViews

 

Share Report Views

Once you’ve created and saved a Report View, you can share it with all the users in your account. This allows your users to view the report that you’ve created, with all the customizations you’ve done. On the Report Views screen –

  • Under All Views, you can see all the Report Views shared with you, including the Report Views you have created.
  • Under My Views, you can only see the Report Views you have created.
  • Alongside the view you want to share, click SIERA, and click Share View.
  • To stop sharing a Report View, click SIERA, and click Stop Sharing.

Note: Only Admin users can share a Report View.

SIERA

 

Add Rows with Zero Values

Add rows that contain zero (null) values to the report.

Note: If you’re viewing pivot tables, the ‘Zero Values’ option will not appear.

SIERA

 

Add Additional Filters

Add additional lead and user fields as filters to the report.

SIERA

 

 

Quick Export

To enhance your experience while using SIERA, you can perform the Quick Export action to export all the data that’s present on the current report page you’re on. You can export this page as a CSV file and as an Excel file. This export happens instantaneously, without any reliance on the Export History tab. You can Quick Export the summary as well as the drill-down reports.

Note: You can restrict certain users from exporting the report by creating and applying Permission Templates.

SIERA

 

Export

To enhance your experience while using SIERA, you can perform the Export action to export all the rows across the entire report. You can export this page as a CSV file. Once you’ve performed the Export action, the report is queued as a link on the Export History tab. Once the file is rendered, you can download the report.

Note:

  • You can only Export up to 1,000 rows through this action.
  • You can restrict certain users from exporting the report by creating and applying Permission Templates.

SIERA

 

 

Click Actions

On the SIERA report, use the right-click action on your mouse to perform the following actions –

  • Copy – Copies the selected content, along with the column headers (#Leads in the example below) and group headers (“Customer”, “Disqualified”, etc. in the example below) of the selected content.
  • CSV Export – Exports the selected content as a CSV file. The export file includes the column and group headers.
  • Excel Export – Exports the selected content as an Excel file. The export file includes the column and group headers.

SIERA

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