Customizable CRM

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Sales Reporting

Visualise the Way You Want

You can choose from various types of charts / tables. You can also change the chart in 1 click.

reports-and-dashboards-change-chart-type

Use Custom Fields / Tables

You can do reporting on custom fields / tables, just like standard fields / tables.

reporting on custom tables

Analyse anything

You can analyze almost anything like

  • Last 3 Quarters Sales
  • Deals lost in last 12 mothns by sales person
  • Average number of emails sent
reports-and-dashboards-analyse-sales

Filter By Any Criteria

You can easily restrict your report to specific records, period or users by adding filters. Just select field and it’s condition. You can also add multiple filters.

Sales Reporting - filter records

See Weekly / Monthly / Quarterly / Yearly Reports

You can easily add filters like last 3 months, last 7 days etc. Whenever you will see report, system will automatically calculate period and show the report you need.

Sales Reporting - see weekly monthly quarterly yearly reports

See report by Sales person

You can also see reports by sales person

Sales Reporting - choose x axis

Organize your sales today

Easy as excel.

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