Leverage webCRM’s Dashboards & Reporting to Drive Strategic Growth
Many businesses struggle with making data-driven decisions, lacking real-time insights into their operations and customer interactions.
Without comprehensive reporting and dashboard capabilities, decision-making may continue to hinge on outdated or incomplete data, resulting in missed sales opportunities and poor resource allocation.
webCRM’s Dashboards & Reporting offer a powerful combination of insight and flexibility, enabling your business to better understand your customer base and navigate the market with greater precision — ultimately keeping you a pace ahead of your competitors.
How webCRM’s Dashboards & Reporting helps you grow smarter
webCRM is engineered to empower businesses of all sizes with the insights and control necessary to navigate competitive landscapes. With its advanced reporting and dashboard features, users can easily transform data into actionable insights.
In-depth reporting
Delve into every detail of your business operations with webCRM’s Reporting, from sales activities to customer service, project status, and beyond.
- Custom reports: Create reports tailored to your specific needs. Choose from a wide range of parameters, including sales data, customer satisfaction, and project outcomes.
- Automated report generation: Set reports to be automatically generated on a daily, weekly, or monthly basis, ensuring you always have the latest data at your fingertips.
- Sharing and collaboration: Easily share reports with team members and stakeholders to keep everyone informed and in sync.
Dashboards for instant overview
webCRM's Dashboards provide an instant visual overview of your business KPIs, enabling users to monitor performance and make swift decisions.
- Customisable dashboards: Tailor dashboards to display the most relevant data for your team or role. Whether it’s sales targets, project deadlines, or customer service KPIs, you can customise your dashboard to suit your needs.
- Real-time data: Access up-to-date information in real-time, allowing you to respond quickly to changes in your business or the market.
- Visual data representation: Use graphs, charts, and tables to make data more accessible and understandable across the organisation.
Optimise your business strategy
Keep a full overview of your data and performance in webCRM. We’ll help you uncover key insights to improve processes across the entire customer lifecycle and track your growth.
- Customer behaviour: Use in-depth reports to identify trends and patterns among your customers and in your sales, informing and fine-tuning your strategic planning.
- Performance analysis: Evaluate your business’s performance against set goals and benchmarks using customised KPI dashboards.
See more features
Order Management
Unlock your full sales potential — customise your pipelines and track each opportunity to the sale. As you go, set and manage targets at each stage and forecast future revenue.
Pipeline Management
Unlock your full sales potential — customise your pipelines and track each opportunity to the sale. As you go, set and manage targets at each stage and forecast future revenue.
Automation Module
Don’t let manual tasks and errors hold you back. Streamline your processes with efficiency and precision — while putting hours back into your week with easy automations.