Drive your Decisions with

CrmOne Customized Dashboard

Create and customize your business dashboards to track important metrics and real-time performance indicators. Use our pre-built reporting templates to save time. Customize them using our online dashboard creator. This makes sure your analytics align with your business objectives. Share your dashboards with your teams for easier data analysis and collaboration.


4,000+ companies already growing

Customize Your Dashboard for Maximum Insights

Create professional dashboards

CrmOne’s dashboard customization lets you make professional dashboards related to your needs. Use our easy drag-and-drop interface to build and customize a detailed business analytics dashboard easily. With a few clicks, you can explore different dimensions of your data, helping you uncover actionable insights into your business.


Drag-and-Drop Interface


Detailed Analytics


Easy Exploration

Pre-built Templates

Access ready-to-use pre-built dashboard templates catering to diverse business requirements. These templates are designed for efficiency and are fully customized, ensuring a perfect fit for your business. You can Modify, refine, and optimize your dashboard visuals to extract the necessary information. This allows you to take control of your data visualization and customize views using powerful filters.


Ready-to-Use Templates


Fully Customizable


Custom Filters

Reporting Tools

CrmOne Reporting Tools lets your teams dive deep into the data, offering various analytics options. Use a range of charts, pivot tables, KPI widgets, and tabular view components to construct dynamic dashboards. You can tailor reports to focus on specific KPIs, ensuring that the data most relevant to their goals is always front and center.


Share or Export Reports

CrmOne’s dashboard makes sharing custom reports with your team, stakeholders, or clients easy. This feature is key for keeping teams working together by easily sending reports through email or direct links in CrmOne. You can Export and Download unlimited dashboards as CSV or Excel files, ensuring easy access to data online and offline.


Export and Download


Direct Links for Sharing


Email Sharing

Data tracking

CrmOne Data Tracking Reports give a complete picture of important sales and marketing metrics. This helps your teams to track your performance against set goals. You can track key metrics and create insightful KPI reports using various tools – from charts and widgets to pivots, summaries, and tables. You can also look at many key details, like how leads become customers and the ROI of campaigns, to see how well you’re doing and where to improve.


Key Metric Monitoring


Insightful KPI Reports


Goal Tracking

Cross-Platform Accessibility

Our platform lets you easily access your vital dashboard reports across PCs, laptops, tablets, and mobile phones. This means they can stay informed and make data-driven decisions, and ensuring your teams have access to the most current data, enabling them to respond quickly to new information.


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Scale Your Business Success with CrmOne Scalable Dashboards


Real-Time Insights

Get up-to-date sales data, see customer behavior, and check marketing results quickly to make better decisions. Track your marketing ROI to improve your marketing efforts.


Tailored Analytics

Customize dashboards to display metrics that are important to your business. This ensures that every team member focuses on the right KPIs.


Improved Sales Strategies

Visualize sales patterns, Track deals, and check how the sales team performs to improve plans for better results.


Data-Driven Decisions

Help your team make informed decisions using detailed data tailored to your business needs. Learn more about your customers from custom reports on what they do, like, and how they interact.



As your business grows, You can customize and scale your dashboards to accommodate new data sources, metrics, and business objectives.


Competitive Advantage

Use Customized insights to stay ahead of market trends, find growth opportunities, and maintain a competitive edge in your field.


Increased Sales. Strong Relationships.

Business Excellence.

21-Day Free Trial. Zero Cost. Full Access