1. Pre-made Reports
Where to find useful CRM Reports to make the most of your data.
Where to find useful CRM Reports to make the most of your data.
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.
How to filter your data when building and analysing Reports in Prospect CRM.
Watch itA 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.
Learn how the Account Manager Dashboard helps you to retain customers, look after them, upsell them and if necessary reactivate them!
Get a 360° view of your Sales performance, team and projected results using the Sales Manager Dashboard!
Become a Sales hero with our Sales Rep Dashboard, and sell more in less time - every time!
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.
This article outlines how to create a Personal Access Token.
Using your PAT to connect Power BI to your Prospect CRM data.
Embed custom or URL-based dashboards into Prospect CRM, saving your team the hassle of switching between multiple apps.
Before you start using the Prospect CRM Dashboards, set up your preferences and configure Dashboards to your liking following these steps!