Custom Reports


Gain Real-time Visibility into Your Business

CRM provides many out-of-box reports for viewing your business data. You can create custom reports using one of these reports as templates or can create a custom report from scratch.

Access timely, accurate insights through visual dashboards, in-depth metrics and reports. View the sales, marketing and customer service information you need to manage day-to-day operations, refine processes, resolve potential issues and leverage opportunities.

With built-in report templates will allow you to consolidate and present data with ease. Gain further insight into customer behavior, new business opportunities, and operational inefficiencies by customizing the templates to meet your unique business needs.

Report on consolidated SugarCRM cases and tap into SugarCRM’s advanced analytics to make intelligent business decisions. By creating sales opportunities in SugarCRM you can generate reports in SugarCRM that give you insight into your sales pipeline. If you already have a sales opportunity for this quote, it will automatically update the existing one to reflect changes you have made to the quote. If you need to forecast your sales for each individual product you are selling in the quote, Sugar CRM has a built-in reporting module that can create such a report.