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Customizable Dashboards and Reports in CRM

May 23, 2024

With CloudCC BI's powerful data analytics, you can perform comprehensive and in-depth analysis of sales-related data, from leads and accounts to opportunities and more. Present the status of your business through intuitive reports and charts to quickly identify problems and make decisions.

1. Drag-and-Drop Interface:

ꔷ Allows users to create and modify dashboards with ease.

ꔷ Widgets can be added, moved, and resized to fit the user's preference.

2. Real-Time Data Updates:

ꔷ Dashboards and reports reflect real-time data, ensuring up-to-date information is always available.

3. Multiple Data Sources:

ꔷ Ability to pull data from various sources within the CRM, such as sales, marketing, customer service, etc.

ꔷ Integration with third-party tools (e.g., social media, email marketing platforms).

4. Customizable Widgets:

ꔷ Different types of widgets such as charts, graphs, tables, and gauges.

ꔷ Customization options for colors, labels, and data points.

5. Filters and Segmentation:

ꔷ Apply filters to view specific segments of data.

ꔷ Create segmented reports based on criteria such as date ranges, sales territories, or customer demographics.

6. Scheduled Reports:

ꔷ Automate the generation and distribution of reports at specified intervals.

ꔷ Share reports or export in various formats (CSV, Excel, etc.).

7. Drill-Down Capabilities:

ꔷ Users can click on dashboard elements to drill down into more detailed views and underlying data.

8. Permissions and Sharing:

ꔷ Control who can view, edit, and share dashboards and reports.

ꔷ Collaboration features for team members to work on the same dashboards and reports.