Create reports to gain valuable insight into your business and your customers. All analytical reports are generated using real-time data, so you can make sound decisions that are appropriate for your business.

Types of Reports

• Account and Contact Reports
• active accounts, new accounts, etc.
• Lead Reports 
  • lead status, lead by source, etc.
• Opportunity Reports
  • opportunity pipelines, funnels, closed opportunities, etc.
• Sales Reports
  • sales by campaign, salesperson, account, etc.

    Opportunity Pipeline Report sorted by the "Opportunity Owner".

• Invoice Reports
  • report by amount, number, accounts, etc.
• Export reports into Microsoft Excel!

Customizable Reports

• Get the exact information you need 
• Select specific attributes to form reports of your choice