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.
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.