1. Pre-made Reports
Where to find useful CRM Reports to make the most of your data.
Must Do's
2. Building your Own Reports
The Report Builder allows you to create your own bespoke
Reports within your CRM, which then can be saved and shared with other
CRM users.
3. Filtering your Data
How to filter your data when building and analysing Reports in Prospect CRM.
Watch it4. Summarising & Adding Grouping to your Report
A Summary will display a count of your chosen field at the top of the Report. Grouping will change the display of the Report and group the data based on your chosen field.
5. Insights from the Account Manager Dashboard
Learn how the Account Manager Dashboard helps you to retain customers, look after them, upsell them and if necessary reactivate them!
6. Insights from the Sales Manager Dashboard
Get a 360° view of your Sales performance, team and projected results using the Sales Manager Dashboard!
7. Insights from the Sales Rep Dashboard
Become a Sales hero with our Sales Rep Dashboard, and sell more in less time - every time!
Recommended
What is Power BI & Do I Need It?
Understanding Power BI & deciding whether it's right for your business. Power BI is a business intelligence tool helping you take the next step in reporting.
Generating a PAT (Personal Access Token)
This article outlines how to create a Personal Access Token.
Connecting to Power BI
Using your PAT to connect Power BI to your Prospect CRM data.
Custom/URL-based Dashboards
Embed custom or URL-based dashboards into Prospect CRM, saving your team the hassle of switching between multiple apps.
Configuring Dashboard Permissions
Before you start using the Prospect CRM Dashboards, set up your preferences and configure Dashboards to your liking following these steps!