Reports and Dashboards

Easily track your team's performance and sales with well designed reports.

Reports and Dashboards CRM

Earn Maximum Insight through Graphs

The most beautiful curve is a rising sales graph. Graphs can precisely tell information as long as a paragraph in concise manner. In-depth analysis, thorough report study with FinCRM, and a little effort can surely let success knock your door always. No more time killing in calculations, just implement our CRM software and see reports through graphs. The best part is that you can see all these reports right from your dashboard.

Use Filters and Get In-Depth Reports

For go-getters like you, we introduce filters in FinCRM for easy understanding of sales. You can filter on the basis of tenure, status of leads, teams, lead source, and individual users for 360ºperformance evaluations. Analyze graphs and better understand the sales pipeline and status of your marketing campaigns briefly with our industry-best CRM software.

Analyze Graphs Using Filter
Dashboard & Reports Analytics in CRM

Analyze Performance of Individual and Team

For appraising your teams, you need to perceive their performance. FinCRM has brought to you the easiest way to analyze the performance of your sales and marketing team. See how many leads one has brought, how many one has closed, how much sales one team has brought in and much more, everything through graphs so that you can guide them accordingly and set the achievable targets.

Complete Leads Analysis at one click

Use FinCRMs’ Reports to check your leads status reports to check progress of a new lead, lead source reports to identify most efficient sources and channelize your efforts, analyze hot, cold or dead leads, performance of your various branch offices or performance of your marketing and sales team. Check any of these, using filters as you want, all at one click.

Check Leads Status in FinCRM's Reports
Reports and Dashboards CRM

Earn Maximum Insight through Graphs

The most beautiful curve is a rising sales graph. Graphs can precisely tell information as long as a paragraph in concise manner. In-depth analysis, thorough report study with FinCRM, and a little effort can surely let success knock your door always. No more time killing in calculations, just implement our CRM software and see reports through graphs. The best part is that you can see all these reports right from your dashboard.

Analyze Graphs Using Filter

Use Filters and Get In-Depth Reports

For go-getters like you, we introduce filters in FinCRM for easy understanding of sales. You can filter on the basis of tenure, status of leads, teams, lead source, and individual users for 360ºperformance evaluations. Analyze graphs and better understand the sales pipeline and status of your marketing campaigns briefly with our industry-best CRM software.

Dashboard & Reports Analytics in CRM

Analyze Performance of Individual and Team

For appraising your teams, you need to perceive their performance. FinCRM has brought to you the easiest way to analyze the performance of your sales and marketing team. See how many leads one has brought, how many one has closed, how much sales one team has brought in and much more, everything through graphs so that you can guide them accordingly and set the achievable targets.

Check Leads Status in FinCRM's Reports

Complete Leads Analysis at one click

Use FinCRMs’ Reports to check your leads status reports to check progress of a new lead, lead source reports to identify most efficient sources and channelize your efforts, analyze hot, cold or dead leads, performance of your various branch offices or performance of your marketing and sales team. Check any of these, using filters as you want, all at one click.