Posted by Patricia Jones
ConvergeHub, the popular Online Business Management System, offers a seamlessly integrated and advanced Reporting feature. Using the host of analytical features in the CRM system, you always be on the top of your business data to make on-time informed decisions.
ConvergeHub Reports makes it easy for you to slice and dice your CRM data in a flash. With a click of the mouse – you know your win/loss rates, do revenue forecasts, measure your sales team performance, and track your KPIs (Key Performance Indicators).
Examples of Predefined Reports include:
Use ConvergeHub role-based feature to restrict or enable access to the users to view the different Reports. Share the reports securely and accurately, with security access controls.
Create Customized reports in three formats – Tabular, Summary, and Matrix depending on the nature of the data to be analyzed.
Use 4 different types of charts (Pie Chart, Bar Chart, Line Chart and Donut Chart & Funnel) to build insightful reports.
Create reports spanning multiple modules. Example: Leads with Products
Export reports to different user-friendly formats such as PDF, CSV and List formats.
Send reports to your colleagues, channel partners and other key business associates daily, weekly or monthly through ConvergeHub. Schedule the report generation mechanism and automatically send printer-friendly CSV or PDF format reports to the specified recipients.
Save your time surfing through all the reports in the Reports Listing Page. Use the bookmark option to mark the important reports that you access often or always require to refer to.
Create powerful and insightful reports in a few easy steps with no IT help required. Simply select:
…And you are ready to run the report.
Watch the slideshow below to view the steps.
Use inline edit and delete functions to remove the report from the Reports Listing section or make changes to it.
Impressed with the ConvergeHub Reporting features? Do not wait! Take our FREE TRIAL, give it a spin and see how it functions as a top CRM for small business.
Want to understand in detail how ConvergeHub Reports can help you solve your business reporting and data analysis needs?
Feel free to contact us at email@example.com to get a live DEMO about how ConvergeHub Reporting module can benefit your business.