Empower your decision-making with a collection of CRM reports!

Get Pre-Designed and Customized CRM Dashboards

Access pre-designed reports for quick or dive deeper with customized options that align with your specific requirements. With CrmOne, you have the flexibility to choose from an array of CRM reporting solutions that drive your business forward.

What is a Customized Dashboard in CRM?

A custom crm dashboard is a dynamic tool that provides users with a personalized visual representation of crucial business data and metrics. With custom crm reports, users can prioritize what data is most important to them, eliminating the need to sift through complex data sets. It streamlines information by showcasing the most relevant and actionable insights at a glance, making it easier for users to monitor performance, identify trends, and make informed decisions.

Access CrmOne’s Customized Dashboards Feature

Craft Limitless CRM Dashboards with CrmOne.

Whether it’s insightful account analytics, tracking sales activities, analyzing marketing performance, visualizing deal stages, real-time activity status, or any other specific need, CrmOne empowers you to curate custom dashboards that precisely match your requirements.

Customizable Views Achieved Through Filters.

With the ability to refine and shape your data displays, you can effortlessly tailor reports to match your unique preferences and needs. Discover the freedom to mold your data to your liking to uncover deeper insights and make more informed decisions, all within the seamless framework of CrmOne’s dynamic platform.

Instantly Share or Download Dashboard Reports.

Effortlessly share individual reports by seamlessly sending emails with direct links to the respective reports within CrmOne. Moreover, you also have the option to export reports as CSV or Excel files, ensuring easy access to data. While exports can’t be scheduled on a recurring basis, the flexibility of these features empowers you to efficiently manage valuable insights.

Make the most of Intuitive Drag & Drop Action.

Seamlessly rearrange and restructure elements using CrmOne’s effortless drag & drop feature and get full control of your dashboard’s layout. No coding skills required-simply reposition graphs, charts, and data blocks to create a layout that resonates with your workflow in a few clicks.

It’s Your Chance to Make Strategic Moves

Elevate your decision-making process through the clarity CrmOne’s custom reporting brings to the forefront. Get a comprehensive understanding of your business, seize opportunities, address challenges, and strategize with precision.

We’d be more than happy to give you a tour of CrmOne.

Creating a customized dashboard for your business

Create From Scratch

Initiate the process by crafting a customized dashboard report starting from the ground up.

Provide a Dashboard Name

Assign a relevant name to your dashboard, ensuring clarity and enhanced understanding.

Give Access to the Dashboard

Choose the users or teams that should have access to your dashboard, defining its audience.

Add Suitable Reports

Filter through available report types and select those that are best suited for your desired dashboard view.

Select Widgets

Opt for a widget type-be it a chart, graph, table, list, etc., to present data in your preferred visual style.

Configure Widget Data Settings

Tailor each widget by adjusting settings such as data range, aggregation methods, sorting, and more.

Apply Filters and Interactivity

CrmOne allows you to drag and drop components, rearrange elements, and apply filters to drill down into the most suitable subsets of data.

Save and Publish

Once you’re satisfied with the dashboard, save your edits and publish the finalized report to your dashboard.

Integrate with your favourite products

Lasting Connections.

Accelerate Growth.

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