Sales Reporting CRM system provides complete and fully interactive reporting and analytics for sales and marketing organizations. It comes with over 100 pre-configured reports, unlimited point-and-click custom reporting,
drill-down dynamic dashboards, data snapshots, and historical comparison analysis. Now executives, mangers, and sales professionals can more effectively plan sales campaigns, track trends, measure performance, more accurately forecast,
and collaborate on account strategies in real-time.
Sales Reporting CRM system reporting and analytics are flexible, unlimited and amazingly accurate. Knowing the exact status of your business at any given point in time is critical for informed decision making. Sales Reporting CRM system’s
business report center comes equipped with over a hundred robust prebuilt reports, but that's just the beginning. With Sales Reporting CRM system’s easy to use report wizard, you can generate additional reports on almost any combination
of criteria you can think of to precisely match your needs. Custom defined database fields, flexible report logic and an unlimited number of filters enable you to get to just the information you need.
Business Benefits
- Real-time access to reports means you can always have the information you need at your fingertips.
- Dashboard report displays mean you can access information instantly.
- Activity, pipeline and forecast reports are based on workflow steps completed so are the most accurate in the industry.
- Your favorite reports can be run right from your dashboard.
- Easily export data to other systems.
Product Features
- Use over 100 prebuilt reports created by Sales Reporting CRM system business reporting experts.
- Build an unlimited number of custom reports, either from scratch or by copying an existing report.
- Save reports to keep historical data for later comparisons.
- Compare two reports and graphically show the differences in color.
- Use unlimited levels of filtering to include and/or exclude virtually any combination of built in or custom data fields.
- Share reports with other users.
- Include 5, 10, 15 and 20 reports on front-page dashboards.
Sales Reporting CRM system includes pre-formatted reports in addition to easy to use tools for creating and customizing your own sales tracking and forecasting documents.
- Reports can be generated in Crystal, Adobe Acrobat (PDF), HTML, Word (TXT or RTF) and Excel.
- Create, Design, View or Export reports from the same window.
- Select reports by date, account, contact, report type or account rep.
Reports you recognize:
- Sales Revenue Report - How much current and incremental revenue is driven by each account?
- Pipeline Forecast Report - How much revenue is in my pipeline and what is the chance of closing the business?
- Won/Loss Report - Which accounts did I win or lose and why?
With Sales Reporting CRM system you’ll be able to:
- Gather critical business intelligence via standard or custom Crystal Reports
- Analyze sales campaigns, pipeline efficiency, revenue by lead source and more
- Evaluate sales team performance and guide strategic improvements
- Manage access to reports to distribute information to appropriate parties only
Get the complete list of Sales Reporting features.
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