Driving Business Success with Advanced Reporting
In today’s competitive business landscape, having access to comprehensive and up-to-date insights is a must for business to succeed. CRM analytics and reporting tools play a crucial role in enabling businesses to make informed decisions, optimise business processes, and drive growth. CRM-service B2B version offers you versatile, user-friendly interface, and robust features to help you get the reports you need to improve your business processes.
Advanced customizable reporting tools
CRM-service B2B version empowers businesses to create thorough reports tailored to their specific needs. The flexible report generator allows users to extract specific, easily readable data that reflects the current state of their business. Reports can be generated for public, personal or restricted use, ensuring that sensitive information is only accessible to authorised personnel.
Reporting Highlights
Custom report templates
Users can save their own report templates that can be copied and customized as needed. This feature ensures that reports can be quickly and easily adapted to meet evolving business requirements.
Related data
In business it is important to know the relation between all parts of your business. By leveraging CRM’s relational capabilities, users can review and report on various metrics, such as project cost per product.
Visual dashboards
By utilising our visual front page charts you can make public, private and shared dashboard views that represent the wanted reports in visual form, giving all authorised team members quick access to the data they need.
More information tab
With this feature you can create and attach reports to specific entities like accounts. This means that you can easily see all reports attached to a specific customer or other stakeholder in one place.
Quick edits
Businesses are constantly evolving, so the reporting templates might get outdated in time. Luckily our system allows you to easily modify the rules reports are based on.
Up-to-date reports
With our tools you can easily set rules used to generate the reports. This makes it easy to reuse existing reports, eliminating the need for repetitive creation.