Unlock Key Insights With End-to-end CRM Reporting
Whether you're managing customer interactions, handling operations behind the scenes, or driving business strategy, Prospect CRM empowers you to analyse every stage—from enquiries and opportunities to quotes, orders, invoices, and credits—all in one place.
Improve your Business Reporting
Don't just report on isolated data from your accounting/inventory management system, or from your CRM solution. Instead, bring all your data together in one, integrated CRM reporting tool that combines up-to-date customer, sales & product data from your back-office system with your CRM data and activities.
Go Beyond Typical CRM reporting
With our CRM reporting software you can analyse business right from initial enquiry through to the order being placed and invoiced. Track performance by customer, by product, by salesperson or by account manager and territory.
Prospect has a set of pre-made CRM reports to get you started when analysing and managing your CRM data.
Benefits of End-to-end Reporting
- Precise measurements of key performance indicators (KPIs)
- Prospect CRM reporting enables data-driven decision making
- Accurate insights to company performance and evaluation of business activities
- Process improvements identified through customisable CRM report data
How CRM Reporting for B2B Businesses Works
Reporting is available as a standard feature across many CRMs to help organisations distil what is happening across their business, but only Prospect CRM specialises in B2B end-to-end reporting. As the #1 Stock-Aware CRM, Prospect CRM reporting analyses data across the business - from orders, quotations and opportunities, all the way through to performance by product. This allows wholesalers, distributors and manufacturers to make tactical business decisions and focus on what matters most.
Prospect has a set of pre-made CRM reports to get you started when analysing and managing your CRM data.
Real-Time Reporting with CRM & Back-Office Integration
By integrating CRM with your accounting, inventory, and ERP systems, you can create customisable reports that pull data across all your business functions. Track sales performance, inventory levels, financial transactions, and customer data with ease and use configurable entities to report on exactly what matters.
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Users that love End-to-end CRM Reporting
CRM Reporting Blogs & Resources
CRM Reporting Blog
Learn how to build, interpret & action key CRM Reports.
Webinar: Report Builder & Business Intelligence Tools
Watch back our webinar on how to access and use our report builder, how to save & share reports and much more!
Webinar: Using the Report Builder to Drive Success
Watch back this webinar to learn more about the Report Builder in Prospect CRM.
Reporting FAQs
What is reporting in CRM systems?
CRM reporting helps businesses understand how they’re performing and pinpoint areas for improvement.
How can I use reporting in my business?
With standard and customisable CRM reports in Prospect CRM, you can report on anything from products to sales, services and so much more. Get started today with our introduction guide to reporting.
Why choose Prospect CRM?
For B2B product selling businesses, opting for Prospect CRM is a no-brainer. It’s rated the #1 Stock-Aware CRM focused on increasing customer lifetime value (CLTV), designed specifically for product-selling businesses that want to increase repeat orders and drive sales growth.
How can I turn CRM reporting into actionable insights?
Consider what sort of reporting structure you’d need and identify a CRM that compliments that structure and your business objectives. Visit our guide on the Report Builder that allows you to create bespoke reports within your system.