Reports and Dashboards

Reports and Dashboards show how your business performed in the past and how your business is performing currently, thus serving as a key to driving success and adoption for the same.

The information provided by Reports and Dashboards is especially important in our current environment, where it is imperative to be proactive, rather than reactive in your approach. You should be able to spot trends and act on them immediately.

For example, a sales organization would want to know about the deals that were lost, the competitors that are gaining ground, and whether the average time to closing is increasing or decreasing. Also, marketing organizations can track campaign effectiveness and ROI (Return on Investment) using Reports and Dashboards. 

This section covers the following topics:

• Standard Reports

• Custom Reports

• Exception Reports

• Dashboards