Reporting with SugarCRM

sugarcrm reportingSugarCRM Reporting turns data into actionable information:

  • Monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles.
  • Create real-time reports and dashboards on any CRM metric, without having to rely on administrators for support
  • Customize Dashboards to meet the individual roles of users or to track key metrics across the organisation.
  • Share/restrict access to reports and dashboards across teams
  • Review HTML-5 compliant charts on tablet computers such as Apple iPad.

Dashboards

sugarcrm sales dashboards

 

  • SugarCRM Dashboards provide employees and managers with real-time information about leads, opportunities and accounts. 
  • Manage access based on user profile and expose employees only to the information they need to know. 
  • Consolidate sales information from across the business for executives
  • Customize charts and reports based on key metrics
  • Drill down on charts to understand account progress and individual performance

 

Marketing Analytics


sugarcrm reporting marketing analytics

  • Measure the effectiveness of marketing campaigns from the initial offer to a closed sales opportunity
  • Assess the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate
  • Understand the ROI of marketing programs
  • Track which channel is most/least profitable
  • Replicate successful campaigns in a few simple steps

 

Sales Trends

sugarcrm reporting sales trends

  • Present user-specific information about opportunities
  • Monitor the pipeline of sales representatives by sales stage, view how many calls each rep has made over a given time period, and monitor closed and expected revenue for the quarter. 
  • Consolidate sales data for executives
  • Customize charts and reports based on key metrics
  • Drill down on charts to understand performance

 

Case Reports

reporting cases sugarcrm

  • Monitor customer problems and how well your customer support team is solving these issues. 
  • Identify and prioritize customer problems
  • Measure open cases by time period, support representatives, priority, and entitlement. 
  • Gain a better view into customer satisfaction and support organisational performance.

 

 

Customer Profiles

reporting customers sugarcrm

  • Understand your customer base and how it changes over time
  • View customer profiles by industry, geography, company size, product assets, revenue and other important attributes
  • Parse by industry, revenue, time, geography, and other attributes
  • Deliver relevant reports based on concrete data