Modules
Reporting
Let the numbers speak.
Combine sales, quote, task and quality data on live dashboards and make the right decisions faster with reports built for you.
Company names, people and figures in the screenshots are sample data.
What is the Reporting module?
Reporting is the nullCRM module that combines sales, quote, task and quality data on live dashboards. It offers analyses by period, product and rep, quote conversion rates, Excel/PDF export and scheduled email reports; company-specific reports are designed during setup.
Key features
- 01
Live dashboards
Monitor key metrics on one screen in real time.
- 02
Sales performance
Analyze sales by period, product and rep.
- 03
Quote analytics
Measure quote conversion rates and cycle times.
- 04
Custom reports
Let's design the reports your company needs together.
- 05
Export
Share reports as Excel or PDF.
- 06
Scheduled reports
Receive selected reports in your inbox on a schedule.
Frequently asked questions
What data does CRM reporting show?
Open deal count and pipeline value, win rate, average sales cycle, quote conversion rate, rep target achievement, task completion and quality (complaint/CAPA) indicators on one dashboard.
Can I export reports to Excel?
Yes. All lists and reports export to Excel or PDF; selected reports are emailed automatically on a weekly or monthly schedule.
Can custom reports be built for our company?
Yes. Indicators beyond the standard reports are defined during discovery and built as company-specific reports or dashboards.
Do managers and reps see the same report?
No. With role-based permissions a manager sees the whole team while a rep sees only their own customers and deals; dashboard content is defined per role.
Let's plan a demo tailored to your company.
Let's plan a demo tailored to your company — we'll listen to your processes and show you how nullCRM fits.