CRM Reporting & Dashboards

Monitor your marketing, sales and customer support metrics with Sugar’s Dashboards. Use Sugar Reports to turn your data into insights. Manage existing relationships better and build new ones – one customer at a time.

Sugar’s Dashboards show real-time insights into customer data like Leads, Opportunities and Accounts. You’ll also be able to:

  • Customize charts and reports or filter on CRM reports to analyze sales performance.
  • See information as it happens with real-time sales performance Dashboards and pipeline reports.
  • Personalize your Sugar Homepage to display multiple Sugar Dashlets and see the most relevant information at a glance.
  • Customize your Dashlet to display data in a variety of formats.  
  • Create CRM Dashboards in the Intelligence Panel to provide contextual information in the List and Record Views
  • Automatically consolidate data from various teams so management can focus on the analysis and decisions to drive their business.  
  • Monitor account progress, pipeline by sales stage and sales performance including closed and expected revenue for the quarter.
  • Monitor how your sales reps and teams are performing.

With our CRM reports, you can gain a deeper understanding of your customers.  Monitor performance across your business including marketing analytics, sales trends, case reports, and customer profiles. Users can create real-time Reports and Dashboards on any metric and manage access, without having to rely on Administrators.

Integrate Sugar with complex data modeling tools and view their calculations as Dashlets or fields in a Record within Sugar.

CRM Reports and Dashboards show customer profiles by industry, geography, company size, product assets, revenue and other important attributes. Understand your customer base and how it is changing over time.

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