Custom Reports and Analytics

Activities by Record Manager graphCustom Reports and Analytics are all easily created, maintained and even automated.

Range CRM Consulting will help you create custom reports and analytics specific to your particular business and industry. We guide you on the options and help you custom templates to contain the data you want to know at the end of the week, the end of the month. Reports can be created and used by the end users daily,  as well as created globally by an Administrator.

Reports and analytics are live data refreshed with the newest data automatically.

Templates of reports can be set to auto-generate and auto-email. Once you decide what you want on a report you will never have to go through the drudgery of creating one again.

Some of these sample reports are made with the native built-in report writer, others are created with easy add-on apps.

 

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Sales Opps by Record Manager Graph

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