What is Customized report in CRM and how can CRM custom reporting help your business?

Custom Reports give you a top-level overview of all the activity completed on your OnePageCRM account. You can generate, save and email reports tailored to your needs. Use Custom Reports to monitor your sales team performance to ensure you're staying on top of sales. In the article: Generate a Custom Report.

CRM reporting can help your business because it lets you:

  • Track deal flow and the performance of sales reps
  • Find data gaps that can affect the business results
  • Understand your ideal customer profile, and which leads are more likely to convert

Overall, CRM reporting helps you uncover what is happening in your business.

…but then CRM reporting shows you that your sales reps aren’t reaching out, or lead flow isn’t reaching the right reps. And you aren’t getting the sales you thought you were.

Don’t let that happen to you. Build a CRM report.