Best CRM for
Reporting
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
Clickable charts
List View Inline Edit
Sales activity leaderboards
Schedule reports
Email / Call Analytics
See the full picture
Truly connected data
Know what's really going on
Make better decisions
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
Lead Management
- Lead conversion rate
- Lead velocity
- Lead aging
- Lead response time
- Sales funnel analysis
- Lead segmentation
- Lead campaign performance
- Sales team performance
Account Management
- Account health score
- Customer LTV (life time value)
- Account Growth
- Renewal and Churn Rate
- Up-sell and Cross-sell opportunities
- Customer support metrics
- Account segmentation
- Usage analytics
- Account manager performance
- Account activity history
Opportunity Management
- Sales pipeline overview
- Opportunity Stage conversion
- Opportunity aging
- Opportunity forecast
- Win/Loss Analysis
- Opportunity value distribution
- Sales Cycle Time analysis
- Sales rep performance
- Opportunity source analysis
- Opportunity engagement history
Quote Management
- Quote pipeline overview
- Quote conversion rate
- Quote aging
- Quote success rate
- Quote value distribution
- Quote win/loss analysis
- Quote approval time
- Quote revision history
- Quote metrics by product/service
Project Management
- Active project overview
- Project timeline, Resource allocation
- Task progress
- Project risk reporting
- Project performance metrics
- Project issues and change requests
- Project collaboration metrics
- Project closure templates and lessons learned
Customer Service Management
- Ticket/issues overview
- Ticket volume and trends
- Ticket Response rate
- First-Contact Resolution Rate
- Ticket escalation and transfer
- Ticket categorization (hot spot)
- Customer Satisfaction
- Agent performance
- Ticket aging
- Knowledge base utilization
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
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FEATURES |
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| 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. | |
| 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. | |
| Share any Real-time Report or Dashboard via a direct URL link. Cut, paste, click, view. Simple. | |
| Work on perfecting your Dashboards and Views together by making Dashboards and Views public and allowing edit access to your team. | |
| You're in control of who sees what when, across any Dashboard or View. Secure data at the record or field level, too. | |
| 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 multiple targets on any chart to view data in context against goals or historical achievement. | |
| 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. | |
| 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. | |
| 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. | |
| Click into any slice or bar in a chart to drill into that data set and see more. | |
| 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. | |
| 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. | |
| 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. | |
| 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 one or two dimensions, and choose whether to Pareto results | |
| Output reports with group by's either as a List or in Pivot Table form for a quicker understanding of trends | |
| 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. | |
| 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. | |
| Calculate count, average, max, min, and sum for currency and number fields in column headers within list and board views. | |
| Glance by various dimensions to slice your list reports into pieces. It's a more visual way to group your report data. | |
| Have a special need? Extend the reporting framework with your own IT resources to plug-in any visualization you want | |
| Print any report - Dashboard or View - to a PDF so you can save it away or email it to colleagues | |
| Easily export any List report to CSV for further analysis or integration with other systems | |
| 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 | |
| Manage by exception by receiving alerts and escalating action when followup falls through the cracks | |
| See every single change to Leads, Accounts, Opportunities and more, who made the change, and exactly when | |
| Report on and progress work across multiple pipelines for your different lines of business. | |
| View sales forecasts on a gross or weighted basis with custom, calculated weighting formulas. | |
| 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. | |
| 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. | |
| See every digital interaction your team makes all in one easy to understand, searchable timeline |
