Deskera CRM Reports, CRM Tools, CRM Modules help you to gain insight into customer preferences and demand patterns. Use recorded CRM data to generate sales reports, determine lead conversion ratio and get up to date business statistics. Use CRM Reporting to create intuitive graphs and tables, giving you a clearer picture of key accounts, lead status, and leads by source. Advanced Business Intelligence capabilities of CRM empower managers at every level to gather and analyze information about customer histories and activities. CRM Reporting ultimately helps to build deeper and more effective customer relationships, which improves strategic decision-making. CRM Sales Forecasting integrates data from the other CRM modules in order to generate sales quotas, sales goals, percentage of sales closed, amount closed, amount committed, amount in pipeline, and more.
Standard Reports:
Choose from a standard list of CRM reports, which include reports on key accounts, leads by status, leads by source and more.
Intuitive Graphs:
Determine lead conversion ratio and up to date business statistics through intuitive graphs and tables.
Export Reports:
Export CRM reports in multiple file formats like .pdf, .csv and more.
Reports Available in CRM:
- Account Owners Report
- Account with Cases by Priority Report
- Accounts with Cases Report
- Accounts with Contacts Report
- Accounts with Opportunities Report
- Campaigns by Type Report
- Campaigns with Good Response Report
- Cases by Status Report
- Closed Opportunities Report
- Completed Campaigns by Type Report
- Completed Goals by Users Report
- Contacted Leads Report
- Contacts by Lead Source Report
- Contacts with Cases Report
- Contacts with High Priority Cases Report
- Converted Leads Report
- Converted Leads to Account Report
- Converted Leads to Contacts Report
- Converted Leads to Opportunity Report
- Escalated Cases Report
- High Priority Activities Report
- Industry-Account Type Report
- Key Accounts Report
- Leads by Industry Report
- Leads by Source Report
- Leads Pipeline Report Report
- Monthly Accounts Report
- Monthly Cases Report
- Newly Added Cases Report
- Open Leads Report
- Opportunities by Lead Source Report
- Opportunities by Region Report
- Opportunities by Sales Person Report
- Opportunities by Stage Report
- Opportunities by Type Report
- Opportunities Pipeline Report
- Opportunity Product Report
- Pending Cases Report
- Products with Cases by Priority Report
- Qualified Leads Report
- Revenue by Opportunity Source Report
- Sales by Source Report
- Sources of Opportunities Report
- Stuck Opportunities Report
- Targets by Owner Report
