Custom Sales Reports & Dashboards
Multi-Dimensional Report on Dashboard
Track crucial sales metrics
One click access to Lead or Deal data
Filter your reports using dates
Meeting Reports on Dashboards
Filters for easy access to reports
Visualize data as graphs and charts
Create Reports for various roles & teams
Company reports on Dashboards
Export and share reports easily with your team and stakeholders
Includes
Sales Dashboard
Leads Reporting
Revenue Forecast
Team Management
Custom Reports
Build Reports From CRM Data
Generate clean and precise reports with 99sales CRM. Enter the necessary information, define your dimensions and metrics, and create your sales report from the ground up.
Quickly Download Report
Customize Existing Reports
Tailor existing reports by adjusting dimensions, filters, and metrics to highlight the most important information. Also view your report as a table, pie chart, and bar graph with a click of a button.
Keep Your Reports Organized
Get the right report without sifting through data. Use view filters (prospects, deals, tasks, company, dates, and call logs) to quickly find the reports you need. Track your sales reports by day, week, or month to compare them with previous periods.
Sales Dashboard
Get the right report without sifting through data. Use view filters (prospects, deal, tasks, company, dates and call logs) to quickly find the reports you need. Also track your sales reports by day, week or month to compare it with previous time periods.
Forecasting
Get a clear picture of how much sales revenue your team can generate within a given time period and make the right business decisions- prioritizing deals and allocating resources for higher conversions. With 99sales CRM you can forecast revenue basis the expected closure date of the deal.
Track Your Sales
Get valuable insights into your team’s performance directly from the sales dashboard. Recognize and reward top performers, while providing training for those who need improvement.
Managing data sharing rule
Managing data sharing rule
Managing data sharing rule
Frequently Asked Questions
Frequently Asked Questions
Generating reports in 99Sales CRM is simple and efficient. Navigate to the Reports section, select the report type you need (e.g., sales, deals, lead performance, etc.), and customize the report based on your desired date range, filters, and metrics. Once configured, you can view the report instantly or export it to CSV, PDF, or Excel formats for further analysis.
99Sales CRM offers a wide range of reports to help you monitor and analyze your sales activities. You can create reports such as:
- Sales Performance Reports: Track revenue, sales growth, and team performance.
- Deal Status Reports: Monitor deals in the pipeline, deal stages, and closing rates.
- Lead Performance Reports: Analyze lead sources, conversion rates, and lead generation effectiveness.
- Team Productivity Reports: View individual and team sales performance and productivity metrics.
- Custom Reports: Build reports based on specific criteria or KPIs relevant to your business.
Yes, 99Sales CRM allows you to schedule automated reports. You can set up daily, weekly, or monthly reports, and have them delivered directly to your inbox or shared with your team. This ensures you stay updated on critical metrics without having to manually generate reports each time.
Reports in 99Sales CRM provide you with real-time insights into your sales data, allowing you to identify trends, monitor performance, and make informed decisions. Whether it’s adjusting sales strategies, improving lead conversion, or enhancing team productivity, the detailed reports help you pinpoint areas for improvement and make adjustments that can boost your business outcomes.
Yes, 99Sales CRM allows you to apply filters to your reports based on various criteria such as date range, deal stage, team members, sales sources, and more. This flexibility enables you to drill down into specific aspects of your business and obtain more precise insights.
Absolutely! 99Sales CRM offers customizable reports. You can select the fields, metrics, and timeframes that are most relevant to your needs. This ensures you can tailor reports to provide the exact data required for effective analysis and decision-making.
