Reports & Analytics

Reports & Analytics#

The Reports module gives Managers and Executives a configurable reporting engine. Reports can query any CRM entity — contacts, leads, opportunities, cases, tasks, quotes, contracts, invoices — and join across them. Visualisations include bar charts, line charts, pie charts, funnels, and tables.

Reports can be scheduled to run and be emailed as a PDF to a list of recipients. They can also be embedded as widgets on any custom dashboard. The standard report library includes 30+ pre-built reports covering the most common sales, support, and financial metrics.

KPIs & Goals

Under the KPIs & Goals module, admins define key performance indicators with targets and measurement periods. Each rep can see their personal goal progress in the My Goals view. A leaderboard (optional — can be disabled per tenant) ranks team members on configurable KPIs to add friendly competition.

1. 1Go to Reports and click + New Report.
2. 2Choose a primary entity (e.g. Opportunities) and add any related entities to join.
3. 3Select the fields to display as columns.
4. 4Add filters (e.g. Close Date = This Month, Status = Closed Won).
5. 5Choose a visualisation type (Table, Bar Chart, Line Chart).
6. 6Click Run Report to preview, then Save to add it to your library.
7. 7Optionally click Schedule to set up automated email delivery.