Reports & Analytics
Make data-driven decisions with SmartCRM's comprehensive reporting and analytics tools. Track performance, identify trends, and optimize your sales process.
Available Report Types
SmartCRM offers pre-built reports including: Sales Pipeline, Visit Activity, Client Acquisition, Team Performance, Revenue Forecast, and Client Retention. Each report can be customized with date ranges and filters.
Custom Reports
Create custom reports by selecting data fields, applying filters, choosing visualization types (charts, tables, graphs), and saving report templates. Share reports with team members or export for presentations.
Data Export
Export any data to CSV, Excel, or PDF formats. Select specific fields to include, apply filters, and choose export format. Use exports for external analysis, backups, or integration with other tools.
Analytics Dashboard
Real-time dashboard shows key performance indicators: active clients, completed visits, revenue trends, team productivity, and conversion rates. Customize widgets to display metrics that matter most to your business.
Scheduled Reports
Set up automatic report generation and email delivery on daily, weekly, or monthly schedules. Perfect for management reporting and keeping stakeholders informed without manual work.