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PRODUCT

Best CRM for

Reporting

Finally, reporting you can rely on.

Real-time reporting at your fingertips, without the scramble

Save hours you used to spend preparing reports

Easily customize reports for your needs

POPULAR FEATURES

Performance Tracking

Track pipeline and revenue achievements by sales rep, team, marketing channel.

Clickable charts

Click into any slice or bar in a chart to drill into that data set and see more.

List View Inline Edit

Edit CRM data as quickly as a spreadsheet. In List View, you can double-click any field value to quickly enter and save a change to the data.

Sales activity leaderboards

Celebrate and motivate with sales activity leaderboards. Compare performance to your goals, or even your peers!

Schedule reports

Schedule a snapshot of a report to generate and send on a regular basis. Even auto-email reports to a custom list.

Email / Call Analytics

Schedule a snapshot of a report to generate and send on a regular basis. Even auto-email reports to a custom list.

See the full picture

Track performance across all CRM areas, including marketing, sales, and customer service, all in one place. Add key dashboards to team menus with 1-click, ensuring everyone stays on the same page.

Truly connected data

Easily build reports using data from multiple Apps to gain next level understanding. Which marketing channels have the highest win-rate in deals? Which high priority tickets are from my highest value customers?

Know what's really going on

No more mysteries. Understand your business at a glance with visual reporting on what matters most. Keep track of pipeline changes, stalled deals, and team activity levels.

Make better decisions

Understand what’s working and what’s not. Identify trends faster and see clearly how individual activies impact your business.

TASK LIST & NOTIFICATIONS

Real-Time Dashboards

Create and customize dashboards with a collection of charts to track essential metrics across all CRM areas.

Gain valuable insights with the flexibility to add as many charts as needed.

Create and customize dashboards with a collection of charts to track essential metrics across all CRM areas.

Gain valuable insights with the flexibility to add as many charts as needed.

Views

Transform any record collection into visually stunning reports.

Easily switch between visualization options such as List, Board, Rolodex, or Calendar views.

Tailor your List Views to display the exact data you want with limitless column combinations, pinning, and filter/search capabilities.

With List View inline edit, you can edit CRM data as quickly as a spreadsheet. Double-click any field value to quickly enter and save a change to the data.

The kanban-style Board View showcases just what's important. Customize card information. Include pictures too. Pivot boards by any dimension.

Customize, save, share, or keep Views private.

Easily rename Views, favorite them, and even add Views to the company menu with 1-click.

Add mini-dashboards (dashlets) above any View for quick insights.

Transform any record collection into visually stunning reports.

Easily switch between visualization options such as List, Board, Rolodex, or Calendar views.

Tailor your List Views to display the exact data you want with limitless column combinations, pinning, and filter/search capabilities.

With List View inline edit, you can edit CRM data as quickly as a spreadsheet. Double-click any field value to quickly enter and save a change to the data.

The kanban-style Board View showcases just what's important. Customize card information. Include pictures too. Pivot boards by any dimension.

Customize, save, share, or keep Views private.

Easily rename Views, favorite them, and even add Views to the company menu with 1-click.

Add mini-dashboards (dashlets) above any View for quick insights.

REMOTE WORK VISIBILITY FOR MANAGERS

Performance Tracking

Track pipeline and revenue achievements by sales rep, team, marketing channel, industry, or any other dimension

Compare performance to goals, across a team, or by time period, such as week over week, or by this time last quarter

Sales Activity Reporting:

Compare email/phone/task activity by rep, day, and even time of day

Compare activity volume/type to revenue achievements to find correlation

Provide better coaching with call talk-ratio and meeting outcome analytics

Track cycle times of deals and projects

Use time-in-stage reporting to see where deals and projects are getting stuck

Provide individual rep dashboards to track activity, performance, and easily identify areas of activity

Track pipeline and revenue achievements by sales rep, team, marketing channel, industry, or any other dimension

Compare performance to goals, across a team, or by time period, such as week over week, or by this time last quarter

Sales Activity Reporting:

Compare email/phone/task activity by rep, day, and even time of day

Compare activity volume/type to revenue achievements to find correlation

Provide better coaching with call talk-ratio and meeting outcome analytics

Track cycle times of deals and projects

Use time-in-stage reporting to see where deals and projects are getting stuck

Provide individual rep dashboards to track activity, performance, and easily identify areas of activity

Pipeline Reporting

Track pipeline and revenue achievements by sales rep, team, marketing channel, industry, or any other dimension

Stage change history: track every change in your pipeline and view linked deal activity

Stage Probability-Weighted Forecasting

Funnel reports; track conversion rates by stage

Track pipeline and revenue achievements by sales rep, team, marketing channel, industry, or any other dimension

Stage change history: track every change in your pipeline and view linked deal activity

Stage Probability-Weighted Forecasting

Funnel reports; track conversion rates by stage

REMOTE WORK VISIBILITY FOR MANAGERS

In-depth analytics for email, calls, and tasks

Measure Email Campaign Effectiveness, Email Template Effectiveness, Delivery Tracking, Open and Click Tracking, Email Activity Level reporting, and more

Measure Call Outcome Reporting, All Dials by Time and Duration, Searchable Call Transcription, Talk Ratio Reporting, and more

Measure activity levels across your team (across all channels) to pinpoint improvement opportunities and uncover all-stars who are powering your organization's success.

Measure Email Campaign Effectiveness, Email Template Effectiveness, Delivery Tracking, Open and Click Tracking, Email Activity Level reporting, and more

Measure Call Outcome Reporting, All Dials by Time and Duration, Searchable Call Transcription, Talk Ratio Reporting, and more

Measure activity levels across your team (across all channels) to pinpoint improvement opportunities and uncover all-stars who are powering your organization's success.

Easily share and collaborate reports

Share real-time reports or dashboards effortlessly with direct URL links.

Collaborate with your team by making dashboards and views public, allowing for editing and perfecting together.

Advanced security rules ensure data and access control at the record and field levels.

Share real-time reports or dashboards effortlessly with direct URL links.

Collaborate with your team by making dashboards and views public, allowing for editing and perfecting together.

Advanced security rules ensure data and access control at the record and field levels.

REMOTE WORK VISIBILITY FOR MANAGERS

Powerful charting and visualization

Enjoy a wide range of chart types, including pie charts, gauges, xy scatter plots, column charts, funnels, waterfalls, and bubble charts.

Set targets and compare data against goals or historical achievements.

Customize colors and icons for consistent visual representation across all charts.

Enjoy a wide range of chart types, including pie charts, gauges, xy scatter plots, column charts, funnels, waterfalls, and bubble charts.

Set targets and compare data against goals or historical achievements.

Customize colors and icons for consistent visual representation across all charts.

Built-in templates for dashboards and charts

Built-in templates for Dashboards and Views for Contacts, Accounts, Deals, Tickets, and more — that you can easily customize. Choose the most impactful charts to tell powerful stories, set targets, track trends and align teams.

Lead Management

Lead conversion rate
Lead sources
Lead velocity
Lead aging
Lead response time
Sales funnel analysis
Lead segmentation
Lead campaign performance
Sales team performance

TASK LIST & NOTIFICATIONS

Advanced reporting capabilities

Utilize time-based reporting with auto-grouping and trend analysis by day, week, month, or year.

Click into any chart element to drill down into the data and associated records.

Leverage dot-walking to combine data from multiple Apps to gain unique insight.

Utilize time-based reporting with auto-grouping and trend analysis by day, week, month, or year.

Click into any chart element to drill down into the data and associated records.

Leverage dot-walking to combine data from multiple Apps to gain unique insight.

Data export, integration, and automation

Export list reports to CSV for further analysis or integration with other systems.

Schedule PDF or CSV report generation on a daily, weekly, or monthly basis and automate email distribution.

Set exception alerts to stay on top of critical follow-up actions.

Export list reports to CSV for further analysis or integration with other systems.

Schedule PDF or CSV report generation on a daily, weekly, or monthly basis and automate email distribution.

Set exception alerts to stay on top of critical follow-up actions.

FreeAgent CRM reporting at a glance

FEATURES

Real-Time Dashboards

Create and use dashboards which include a collection of charts to track your most important metrics and gain insight. Place as many charts on a dashboard as you need.

Views

Display any collection of records as a 'view' and turn it into a beautiful report, choosing whether to visualize as a List, a Board, in Rolodex form, or on a Calendar. Customize it, save it, share it, or keep it private. Even add a mini-dashboard (dashlet) on top of any view.

Easily Share any View or Dashboard

Share any Real-time Report or Dashboard via a direct URL link. Cut, paste, click, view. Simple.

Collaborate on Views and Dashboards

Work on perfecting your Dashboards and Views together by making Dashboards and Views public and allowing edit access to your team.

Secure Dashboards, Views, and Data with Advanced Security Rules

You're in control of who sees what when, across any Dashboard or View. Secure data at the record or field level, too.

21 Different Chart Types

Whether it's a simple pie chart or a gauge or number, or more sophisticated xy scatter plots, grouped column charts, funnels, waterfalls, or even bubble charts, you'll have the visualizations you need to monitor your business effectively.

Set Targets

Set multiple targets on any chart to view data in context against goals or historical achievement.

Customize Colors and Icons

Set custom colors for data values that remain consistent across all charts - for example "green" for SQL, "orange" for MQL, "purple" for re-market, and so on. Set custom icons too to make your List views visually engaging.

Customizable Templates

Pre-built Dashboards and Views for Contacts, Accounts, Deals, Tickets, and more - that you can customize and save for future use, saving you time and ensuring consistency in reporting.

Time-Based Reporting

Auto-group and trend data by day, week, month, or year. View dates in your preferred format, and add 'time ago' dates to make data come alive. For example: Last Interaction: 3 hours ago. Do this for any date field you want.

Clickable Charts

Click into any slice or bar in a chart to drill into that data set and see more.

The Best List View of any CRM

Configure list views to show just the data you want to see, just the way you want to see it. Select any combination of columns with no limitations. Pin columns to freeze them when you scroll, set column widths just right for every column. Search within a specific column.

List View Inline Edit

Edit CRM data as quickly as a spreadsheet. In List View, you can double-click any field value to quickly enter and save a change to the data.

Best in Class Board Views

Customize 'cards' to showcase just what's important for your Apps - Contacts, Accounts, Deals, Tickets, and more. Include pictures too. Then create visual stunning board view reports that can pivot your data by any dimension - Leads by Lead Source, Accounts by Creation Month, Deals by Close Week or by Rep or by Stage.

Dot.Walking

Easily build reports using data from multiple Apps to gain next level understanding. For example: which contact lead sources have the highest win rate in deals? Which high priority tickets are from my highest value customers?

Group By Two Dimensions

Group by one or two dimensions, and choose whether to Pareto results

Pivot Tables

Output reports with group by's either as a List or in Pivot Table form for a quicker understanding of trends

Easy Filters, Sort, and Search

Find the records you need in seconds - add as many filter conditions, sorts and searches you need. Save your reporting criteria in a single click.

Dynamic Calculated Fields

Add dynamic calculations to report on connected data sets - like Last Interaction on a Contact, Account, or Deal, or # of Touches, # of Emails, # of Quotes, First Interaction, and more.

Header Calculations on Reports

Calculate count, average, max, min, and sum for currency and number fields in column headers within list and board views.

Use Glances to Create Tabs on List Reports

Glance by various dimensions to slice your list reports into pieces. It's a more visual way to group your report data.

Add Custom Visualizations

Have a special need? Extend the reporting framework with your own IT resources to plug-in any visualization you want

Print any Report

Print any report - Dashboard or View - to a PDF so you can save it away or email it to colleagues

Data Export and Integration

Easily export any List report to CSV for further analysis or integration with other systems

Schedule any Report

Schedule report generation - run daily, weekly, or monthly reports automatically. Even auto-email reports to a list of recipients you specify. Output scheduled reports as PDF or CSV

Exception Alerts

Manage by exception by receiving alerts and escalating action when followup falls through the cracks

Audit Logs

See every single change to Leads, Accounts, Opportunities and more, who made the change, and exactly when

Multiple Pipelines

Report on and progress work across multiple pipelines for your different lines of business.

Forecasting

View sales forecasts on a gross or weighted basis with custom, calculated weighting formulas.

Cycle Time Analytics

Breakdown total cycle times to stage-based cycle times across any stage-based workflow and pivot groupings by any stage, choice list, date or reference field.

Task Reporting

Track important, task-based metrics across your team such as cycle times analytics, tasks by owner, by project and more. Customize a task dashboard with various KPIs and metrics using FreeAgent's widgets to keep a pulse on your team's work.

Activity Logs

See every digital interaction your team makes all in one easy to understand, searchable timeline

Lead the way to a better workday

Connect with our CRM experts to unleash your team’s potential.

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