Reporting & Insights
Distill CRM data into insights that transform your organization. Use any data Vtiger to build reports, pivot tables, and charts on team, pipeline, product and other drivers of performance, then pin charts to your dashboard for frequent use, or export them to a CSV file for distribution amongst your team, or for further analysis.
1. Build reports from any data in Vtiger
Build tabular reports that pore over, filter on, and organize every piece of data in Vtiger, from a simple list of comments posted by sales reps in the first week of May, to a table of opportunities valued above $1,000 and organized by month.
2. Create and pin real-time charts to the dashboard
Create pie, line, or bar charts that visualize any data across all of Vtiger. Use it to build a bar chart that displays the dollar value of open opportunities currently owned by each salesperson, or a line chart showing new revenue per month. Plan to visit the chart frequently? Then pin it to the dashboard for perpetual, real time visibility.
3. Export reports and charts to CSV files
Export any report or chart you’ve built to share with co-workers, or to do additional data analysis
4. Schedule periodic emailed reports
If you or your team reviews reports on a periodic basis, skip the reports section by scheduling any report or chart to be emailed in an attached CSV file to a list of recipients.