Drill down on CRM data efficiently and draw insightful conclusions. Use these conclusions to make the right decision at the right time.
A report is a detailed account of consolidated data that helps you draw inferences for informed decision-making.
Vtiger reports let you organize every piece of data in the CRM, from a list of comments to the most valued deals. You can even print your reports if needed.
Never miss out on essential updates by scheduling reports periodically. Specify the frequency of reports and receive them via email for easy access.
Export any report or chart via CSV or Excel format to share with co-workers or do additional data analysis offline.
Calculations are simplified with Pivot Reports. Get the sum, average, minimum, and maximum of your data and other composite stats.
Get a detailed report in tabular format. Choose the data fields to show on the report and analyze your metrics granularly.
Analyze data visually with bar charts and pie charts. Line and column enable you to see the data and interpret it efficiently.
Download charts as an image or print them on paper as per your requirement.
Share your charts in the comments and mention your teammates to make collaboration a breeze.
Plan to view a chart report frequently? Then pin it to the Dashboard for perpetual, real-time visibility.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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