Custom reports and dashboards

Build your own reports (any records, filters, grouping and chart), put them on dashboards with KPI tiles, click any bar to see its records, and email them to your team every week.

Open Reports in the CRM menu. You'll see three things:

• Dashboards: your own boards of numbers and charts, plus ready-made ones to start from.
• Custom reports: reports you build yourself.
• Ready-made reports: pipeline, won and lost, forecast, team performance, lead sources, lost reasons, activities, the lead funnel, time in each stage and web form results.

Everyone sees only the records their role allows. A salesperson's dashboard shows their own deals; a manager's shows everyone's.

Start with a ready-made dashboard

Under Start from a ready-made dashboard, click one to add it:

Then change it however you like.

Using a dashboard

• Pick the period at the top: this month, last quarter, last 12 months, custom dates and so on. Every tile follows it.
• Admins and managers can pick a person, to see one salesperson's numbers.
• KPI tiles compare with the period before, e.g. ▲ 18%.
• Click any bar or slice to see the deals, leads or documents behind it, and open one.
• Choose ⋯ › Make it my CRM home page to see it whenever you open CRM. "Your day" is then one click away.

Change a dashboard

Click Edit. Then:

• drag tiles to move them;
• use S / M / L to change a tile's size;
• click × to remove a tile;
• click Add a tile to add numbers (KPIs), ready-made charts, the lead funnel, or your own reports.

Click Done when you've finished. Use ⋯ › Name and sharing to rename it, choose who can see it (only you, admins and managers, or everyone), and set the period it opens with.

Build a report

1. Click New report.
2. Report on: deals, leads, activities, contacts, companies, or quotes & invoices.

3. Show what to measure:

   • number of records;
   • total or average amount;
   • weighted amount (each amount × its stage probability);
   • win rate %;
   • lead conversion %.

4. Group by: owner, stage, source, status, company, a dropdown custom field, or a date (by day, week, month, quarter or year).

   • Then by splits each bar, e.g. activities by person, then by type.
5. Period and of the date, e.g. this quarter, of the date the deal was closed.
6. Filters, e.g. Status is Won, Amount more than 50,000, Tag is VIP, Source is Website.
7. Chart: bars, rows, line, donut, funnel, table or a single number.
8. Choose who can see it, then Save report.

The preview updates as you change things. A saved report has Excel (download) and Email it buttons, and can go on any dashboard.

Examples:

• Won value by person this quarter: Deals, Total amount, group by Owner, filter Status is Won, period This quarter of Closed.
• New leads by source each month: Leads, Number of leads, group by Created (month), then by Source.
• Overdue tasks by person: Activities, filters Done is Not done and Due before today, group by Owner.

Email it every week

On a report or dashboard, click Email it (on a dashboard: ⋯ › Email it on a schedule):

1. Choose every day, week or month, the day and the time.
2. Tick who gets it.

Each email shows the numbers as you see them, with an Excel (CSV) file attached and a link to open it in CRM. Use Send me one now to see what it looks like, and Stop to end a schedule.

Plans