Every business has a unique management and thriving strategy. But a common pivot stands strong among all of them, on which their strategy, development, sales and marketing depends- Reports and Analytics.
Sales Reports, Consumer behavior analytics, anticipation of sales from a particular strata, fastest and slowest moving products, most profitable category of customers, etc. all can be aptly measured and studied. Business plans can be chalked out referring to these reports.
Thus it becomes a crucial part of business management to have the perfect report generation and analysis tools. Since every business operates uniquely, reports too are unique for each.
Do we have a tool to generate our own reports, exactly how we want? – Yes! Maple CRM
Maple CRM is a software for B2B businesses to effectively manage their sales and processes.
Workflow for every business can be custom configured in Maple CRM. Customization is facilitated in order to mould the CRM into your business structure. Only then will it empower your business, right?
Custom Sales Reports
What exactly do we mean by customization of reports?
Reports in Maple CRM have a facility of multiple Templates creation.
Templates can be created based on your requirement.
Example: You require a sales report of all the 3 branches of your business, grouped as per the branch name and for a period of 15 days. Maple CRM facilitates configuration of this report template. Once the template is created, next time you just have to select the template and generate. That’s it! No need to configure the report again.
Similarly, every requirement of custom report generation can be met by configuring the reports based on
- Period (Daily, Weekly, monthly, or any custom period)
- Status wise (Reports on lead status- new, attended, under negotiation, won, lost, etc.)
- Owner-wise (You can select whether you want the report for all sales executives or any particular executive/s)
- Category-wise (Customer categories can be customized and accordingly reports can be generated.)
- Priority-wise ( Hot, Warm and Cold or any other custom priority state)
- Context-wise (Report on Accounts, Customers , Deals, Quotations or Invoices, can be generated as required.)
Customization of Report Fields
Select what you want to see in the report!
Configure the data display format in the report by selecting the attributes from the list while creating the template. Selected attributes appear as columns of the report
Re-arrange the sequence of the attributes with drag and drop feature.
Each report can be customized based on what data you require to represent in it.
Cumulative sums, count and average (especially for Invoice reports) can be configured to be displayed.
Access to the reports can be defined while creating the template. Only permitted members can view the report generated
Reports can be configured to be auto generated by defining the templates and can be set to be mailed to the concerned authorities with set timings.
Example: If the manager needs a daily report every day at 5.00pm, so can be configured by setting the template, display attributes and timing. It’ll be auto delivered every day to their email.
Maple CRM empowers the sales and order processing workflow in businesses with it’s tailor made solutions and workflow configuration. With 1000+ clients globally and 12+ years of industry experience, Maple CRM has become the best choice for all the professionals aiming for boosted business growth.
Schedule a DEMO of the software today, and chat with our CRM expert.
People also ask
1. How to use a CRM software to generate sales reports?
➡️ Maple CRM is a software for sales and process management. Reports with sales punched in defined period of time, grouped by names of executives, with remarks and other details- all can be customized and generated in Maple CRM. This software also allows you to download the reports or have them auto sent to your mailbox.
2. Can I generate sales reports for all branches from one platform?
➡️ Yes! With Maple CRM you can generate sales reports particularly for 1 branch or for all the branches, as required by you. You can also generate these reports by configuring what data you want it to display, whether you require cumulative sum of sales or individual entry by each sales executive- customize it your way in Maple CRM.
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