Comprehensive Reports and Dashboards

Improve forecast accuracy, visibility and predictability. Clarity CRM Reports and Dashboards provide outstanding visual representations of your data in a high-level and meaningful way, so your team can make informed decisions quickly. Use the Standard Reports module to quickly create simple reports without requiring any extensive technical knowledge, or Advanced Reports to create highly customizable, branded reports. Create powerful and sophisticated Excel Reports. Extract data from one or multiple sources and utilize formulas and pivot tables to generate dynamic data on-demand. Automation is at the heart of Clarity CRM’s extensive and powerful reporting functionality. Automate report generation and email delivery for improved consistency and reliability. Use the Report Wizard to build Standard and Advanced Reports with ease Produce colorful, eye-catching reports and dashboards with attractive graphs and charts Automatically generate reports Automatically email reports Tailor information display using a wide variety of graphs and chart types Get started immediately with out-of-the-box KPI’s, graphs & reports