Business Insights

Analyze data, gain critical business insights, and guide strategic improvements.

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Standard Reports

Analyze data and assess critical business metrics from across your business to gain a deeper understanding of individual and team performance and make strategic decisions that positively impact your bottom line.

Choose from over 40+ pre-configured reports such as Opportunities by Status, Pipeline Report by Sales Process & Stage, Won Opportunities by Reason, and more!

StandardReports
CustomReport

Custom Reports

Configure custom reports unique to your business process with the report designer, then easily export to Microsoft® Excel, HTML, PDF or email.

Dashboards

View a customizable visual representation of key performance indicators so you can make strategic adjustments based on individual, team, and company performance.

Dashboards

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