CRM Reports

Generate management information reports from your CRM

Management Information Reporting

  • With two powerful report writers included in our CRM software you’ll be spoilt for choice when it comes to generating management information.

    The Forecast Report Writer is a dedicated report writer for running sales forecasts and Opportunity Management. The Listings Report Writer is great for quick ad-hoc reports, or standard reports that can be saved. What’s more, you can download reports to a data file for further analysis, or as a PDF to print.

  • CRM Reports for CRM management information

  • Powerful sales and marketing insight
  • In-depth CRM reports and sales forecasts
  • Download reports to Excel or PDF
  • Clickthrough to customer records

Listing CRM Reports

You can generate a wide range of reports using the built-in Listing Report Writer. These might be simple activity reports like “What calls has Bob made this week?”. You can also create sophisticated summaries such as “How many customers do we have in each industry Sector?” or “What is the total number of deals and value of our sales pipeline, by product?”

Forecast CRM Reports

For detailed forecasts of your sales pipeline, you’ll find everything you need in the Forecast Reports writer. You can report monthly, quarterly, half-yearly or yearly, sort the report by probability, weighted and unweighted values and also by your sales groups.