Benefits of using a CRM system
Reports Management for Every Team and Leader
Accounts Reporting
Keep a track of receivables, payment timelines, and cash flow. Customised reports based on location, user and much more.
Sales Reporting
Know all details about every deal at every stage. Visual pipeline that gives details about leads, conversions, sales performance etc.
Service Reporting
Review time taken to resolve tickets, SLA compliances. Act upon customer feedbacks to improve customer engagement and retention.
Purchase & Inventory Reporting
Get all information about vendor costs and purchase performance. Know in advance about reorder needs and chances of supply delays.
Project & Timesheet Reports
Know all about billable hours. Track the variance between actual and planned. Redistribute workload between teams.
Identify Gaps and Scale Faster with Reporting CRM
Complete Data Visibility
- Dashboards that turn numbers into meaningful information
- Customise reports based on user, role or date
- Supports sales, finance, operations and all other teams.
Automate Recurring Reports
- Reports can be on daily, weekly or monthly basis
- Choose fields and set layouts based on the purpose of report
- System takes care of sending the reports to stakeholders.
Operation-specific Metrics for Value Addition
- Accounts Reporting: Invoices, receivables, and payment aging
- Sales Reporting: Pipeline value, conversion rate, and quota attainment
- Service Reporting: Ticket volumes, closure rate, feedback trends
- Purchase & Inventory Reporting: Orders by supplier, stock variance, delivery delays
- Timesheet & Project Management Reporting: Hours logged vs. planned, resource
Analyse Trends and Gain Competitive Advantage
- Track performances and monitor KPIs with line and graph reports
- Balance workload and avoid conflicts with timesheet reports
- Plan budgets, time and strategy based on clear and accurate data.
Features of Our Module
One CRM for Reports Management from Planning to Service
Line and Graph Report
Visualize trends, anomalies, and performance over time with customizable chart-driven reports.
Project Management Reporting
Review project timelines, task status, and resource usage with cross-linked CRM data.
Service Reporting
Measure support efficiency through ticket volumes, resolution time, and SLA adherence.
Timesheet Reports
Track effort logged across tasks, projects, or teams to measure productivity and billing accuracy.
Purchase Reporting
Monitor vendor spend, purchase frequency, and order accuracy with supplier-linked insights.
Inventory Reporting
Get stock movement, reorder levels, and valuation reports tied directly to your CRM activity.
Accounts Reporting
Analyze customer account performance, payment behavior, and outstanding balances in real time.
Sales Reporting
Track sales performance across reps, products, and regions with built-in filters and target comparisons.
