CRM Dashboards

Reports & Dashboards

Dashboards

The ConstructionBOS CRM Dashboard is a summarised view of the custom report data in your CRM. It provides a platform for real-time analysis of your sales stages and business operations. You can create a dashboard and choose to share it with all your users or just a few selected ones. You can also create private dashboards that will be accessible only to you.

Dashboards give a snapshot of your organisation's key metrics. Using ConstructionBOS CRM dashboards you can easily visualise comparisons, patterns, and trends in sales, marketing, support, and inventory related data. The ConstructionBOS CRM solution dashboard is comprised of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated dynamically and built over the Macromedia Flash technology. The unique chart is the Funnel chart, which can be used to visualise the sales pipeline at various stages intuitively.

Depending on your business requirement we can create dashboards for you to get an overview of varied business activities such as, email analytics, lead status, marketing metrics, activity stats and so on.

Reports

ConstructionBOS CRM also enables fully customisable reports in all the modules with flexible options, such as cross-linking modules, 3-level column grouping, scheduling reports generation and delivering to the intended users including non-ConstructionBOS CRM users through e-mail.

In addition, over 40 standard reports are packed in various modules, which can be used as a ready reference and enhance the learning experience. And don’t forget, we offer CRM configuration as part of our solution so we are always happy to help generate any reports you may need.

Check out our creating reports guide