Gain Valuable Insights into Your Business Health
It’s time to do away with spreadsheets as Clovecrm brings visual & interactive reports to you. Deep dive into custom sales reports with one click access to actionable data.
Multi-Dimensional Report on Dashboard
Track crucial sales metrics
One click access to Lead or Deal data
Filter your reports using dates
Meeting Reports on Dashboards
Filters for easy access to reports
Visualize data as graphs and charts
Create Reports for various roles & teams
Company reports on Dashboards
Export and share reports easily with your team and stakeholders
Includes
Sales Dashboard
Revenue Forecast
Leads Reporting
Team Management
Custom Reports
Build Reports from CRM data
Generate clean and precise reports with Clovecrm. Fill in the required information, set dimensions and metrics, and build your sales report from scratch.
Quickly Download Report
Seamlessly export all your reports from Clovecrm. Share them with other team members and external stakeholders.
Customize existing Reports
Customize existing reports basis dimensions, filters, and metrics to focus on the information that matters. Also view your report as a table, pie-chart and bar graph with a click of a button.
Keep Your Reports Organized
Get the right report without sifting through data. Use view filters (prospects, deal, tasks, company, dates and call logs) to quickly find the reports you need. Also track your sales reports by day, week or month to compare it with previous time periods.
Sales Dashboard
Get real-time picture of your business’ productivity and sales progression with our sales Dashboard. Customize the dashboard with important metrics and reports as per your growing business’s requirement.
Forecasting
Get a clear picture of how much sales revenue your team can generate within a given time period and make the right business decisions- priortizing deals and allocating resources for higher conversions. With Clovecrm CRM you can forecast revenue basis the expected closure date of the deal.
Track Your Sales Team Performance
Gain useful insights on your team’s performance right from the sales dashboard. Identify the top performing sales members and reward them; invest in training those members who are not able to perform well.
Benefits Of Sales Report
Gives clearer understanding of team’s performance
Helps set team and company goals
Represents sales insights as visual data on dashboard
Help make data - driven decisions
Forecasting revenue
Frequently Asked Questions
A report is a detailed account of consolidated data that helps you draw inferences for informed decision-making.
A dashboard gives a summary of key metrics and other relevant data on a single screen.
Sales and support insights comprise all analytics that analyzes data about customers and internal teams to present in facilitating and streamlining better business decisions.
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