Custom Reports

Custom Reports allow you to build tailored dashboards that focus specifically on the metrics that matter most to your business, eliminating noise and highlighting actionable data.

1. Building a Custom Report

To create a new custom report:

1. Navigate to the Reporting tab and select Custom Reports.
2. Click the + Create Report button.
3. Select your data sources (e.g., Opportunities, Calls, Appointments).
4. Choose your visualization type (Bar chart, Pie chart, Line graph, or Data table).
5. Apply filters to narrow down the data (e.g., by date range, specific user, or pipeline).
6. Click Save and name your report.

2. Sharing and Exporting

Once your report is built, you can easily share it with your team or stakeholders:

• Export to CSV: Download the raw data for further analysis in Excel or Google Sheets.
• Export as PDF: Generate a clean, formatted document perfect for client or executive presentations.
• Scheduled Delivery: Set up automated emails to send the report on a daily, weekly, or monthly basis.