We believe sales software should be easy .
That’s why, from the beginning, Salesflare has offered dashboards that provide crucial business insights 100% , without you having to create them yourself. Fully automated.
This information covers both revenue and team/activity information, and even allows you to calculate a revenue forecast . Unlike egypt phone number data other systems, they also allow you to go beyond the current situation and go back in time, to a specific month, quarter or year.
Over time, however, you started asking us for more and more custom reporting capabilities. Today, it’s Salesflare’s most popular feature request.
That’s why we set out earlier this year to make it easier to create custom sales reports … and today, the result of our work is coming out of beta.
Without further ado, we are proud some political analysts believe to introduce Salesflare ’s new Pro feature : custom dashboards and reports!
Let me give you a quick overview!
To learn more, check out this in-depth article on custom reports . Or watch this how-to video . And if you want some inspiration, check out this list of sales dashboard examples.
Reports and Dashboards
To keep things simple, custom reports work with just two concepts : reports and dashboards.
A report is a specific visual betting email list representation of a part of your data that provides you with concrete information. It can be a graph (bars, columns, lines, pie chart), a table or a dashboard.
A dashboard is a page on which you place a group of related reports.
Create your own dashboards
Want to create a whole new visual overview to present or analyze your data?
Just click on the new dashboard selector Custom Reports at the top left (it replaced the tabs!) and click on ” Create Dashboard “. Give it a name and start filling it with your own reports!
To edit your dashboard, click on ” Edit Dashboard ” in the top right menu. You will be able to move your reports Custom Reports around to organize them however you like.