Business Reporting

Powerful, configurable and flexible tools that make it easy to report on the status of your business and enable better decision making.

 

Knowing the exact status of your business at any given point in time is critical for informed decision making. SugarCRM's business report center comes equipped with over a hundred robust prebuilt reports, but that's just the beginning.

With SugarCRM's easy to use report wizard, you can generate additional reports on almost any combination of criteria you can think of to precisely match your needs. Custom defined database fields, flexible report logic and an unlimited number of filters enable you to get to just the information your need.

Why Is This Feature Important for CRM

CRM centralises customer information, which makes it easy to report on the status of your business and drive informed decision-making.

What is the SugarCRM Difference

SugarCRM comes packed with the largest number of prebuilt reports in the industry. And unlike other systems, the powerful reporting engine allows an unlimited number of filters and the easy point and click creation of custom reports.

Business Benefits

  • Real-time access to reports means you can always have the information you need at your fingertips.
  • Dashboard report displays mean you can access information instantly.
  • Activity, pipeline and forecast reports are based on workflow steps completed so are the most accurate in the industry.
  • Your favorite reports can be run right from your dashboard.
  • Easily export data to other systems.

Product Features

  • Use over 100 prebuilt reports created by SugarCRM's business reporting experts.
  • Build an unlimited number of custom reports, either from scratch or by copying an existing report.
  • Save reports to keep historical data for later comparisons.
  • Compare two reports and graphically show the differences in colour.
  • Use unlimited levels of filtering to include and/or exclude virtually any combination of built in or custom data fields.
  • Share reports with other users.
  • Include 5, 10, 15 and 20 reports on front-page dashboards.
  • Drill down to underlying report data from dashboards.

See also our section on Sales Analytics or our recent CRM projects that focused on Sales Analytics

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