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Introduction to Reporting

The Reporting section provides insights into your business performance with comprehensive analytics and customizable reports.

Overview​

Make data-driven decisions with SMBcrm's reporting tools. Track key metrics, analyze trends, and generate reports to understand how your business is performing.

Key Features​

Dashboard Analytics​

  • Key Metrics - See important numbers at a glance
  • Trend Charts - Visualize performance over time
  • Real-Time Data - Up-to-date information
  • Custom Date Ranges - Analyze any time period

Report Types​

  • Pipeline Reports - Sales performance and forecasting
  • Contact Reports - Lead sources and contact growth
  • Conversation Reports - Communication metrics
  • Campaign Reports - Email and SMS performance
  • Appointment Reports - Booking and show rates
  • Revenue Reports - Payment and invoice tracking

Custom Reports​

  • Report Builder - Create custom reports
  • Custom Metrics - Define your own KPIs
  • Filters - Drill down into specific data
  • Export Options - Download reports as CSV or PDF

Automated Reports​

  • Scheduled Reports - Receive reports via email
  • Weekly/Monthly Summaries - Automatic performance updates
  • Team Reports - Track individual and team performance

Accessing Reports​

  1. Navigate to Reporting in the left sidebar
  2. Choose from pre-built reports or create your own
  3. Set date ranges and apply filters
  4. Export or schedule reports as needed

Key Metrics to Track​

  • Lead Conversion Rate - Leads to customers
  • Pipeline Value - Total potential revenue
  • Average Deal Size - Typical sale amount
  • Response Time - How quickly you respond
  • Customer Lifetime Value - Long-term customer worth

Next Steps​

Explore the Reporting section to discover all available reports and create your first custom dashboard.