Reporting & Analytics

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Reporting & Analytics
01

Dashboards

Pre-configured dashboards: Sales, Pipeline, Revenue, Campaigns, Projects.

02

Custom Report Builder

Visual report builder with multi-level GroupBy, advanced filters, aggregations (sum, avg, count) and custom formulas.

03

Multi-Format Export

CSV, Excel and PDF available for all reports.

04

Scheduled Reports

Automatic generation and email delivery on a schedule.

05

Lead Analytics

Conversion rates, top-performing sources, scoring effectiveness.

06

Advanced Visualization

Interactive charts (bar, line, pie, radar), configurable key indicators by module and user role.

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