🕖 3 min read | Maple CRM
Tracking sales activities and performance daily can be challenging when executives juggle multiple leads, follow-ups, and meetings. Managers too often spend valuable time requesting updates and compiling data manually.
Maple CRM eliminates this inefficiency with Automated Daily Reports that deliver actionable insights straight to your inbox every day!
Daily Reports configuration:
Maple CRM allows custom configuration of Daily reports with templates which can be designed for every purpose and every hierarchy level. Some common examples are as follows:
- Super Admin (CEO, C-suite execs, GMs)
- Managers
- Sub (Mid-level) Management
- Executives
Every hierarchy level executive has their own way of analyzing data. That’s why one-size fits all approach can never be fruitful for every member of the organization.
Maple CRM facilitates Daily Summary Reports for every hierarchy level.
In addition to the hierarchy level customization, Maple CRM goes beyond this to configure the parameters required, the grouping of data and the way a report must be structured, in order to have the perfect Daily Summary report, with the exact data as needed.
This customization can be done in just 3 easy steps:
Step1:
Select the group and the order in which the data needs to be displayed.
Example: Daily data needed to be grouped and order in which the groups should be chronologized.
Step 2:
Configure the parameters to be displayed. Just choose the ones you need and discard the ones which do not make sense for the daily reports.
Step 3:
Save it as a template and Configure the Email ID and the time at which every day the report must be mailed to the recipient.
How Automated Daily Reports Work in Maple CRM:
Maple CRM simplifies reporting by sending pre-scheduled daily emails to executives and managers. These reports are fully automated and contain all relevant updates, including:
- Pending follow-ups scheduled for the day.
- New leads assigned to each executive.
- Open opportunities or deals that need attention.
- Overdue tasks that must be completed.
- Manager-level summaries for quick oversight of the entire sales pipeline.
By delivering these insights automatically, Maple CRM ensures that every team member starts their day with a clear, actionable task list.
Why Daily Reporting Matters
In sales, timing is everything. Delayed access to performance data can mean missed opportunities or weak follow-ups. A daily report ensures that:
- Executives know exactly what tasks and follow-ups are pending for the day.
- Managers gain a clear view of ongoing activities, lead progress, and team productivity.
- Sales priorities are aligned across the organization without the need for repeated check-ins.
Daily reporting builds accountability and ensures no lead slips through the cracks.
Check how Custom Reports and Analytics Work in Maple CRM
Driving Team Productivity with Maple CRM
Automated reports act like a personal sales assistant for every executive. Instead of spending the first hour of the day organizing tasks, they can jump straight into meaningful conversations with prospects. Managers, on the other hand, no longer chase updates. At the start of every day, they’re equipped with complete visibility, enabling faster decisions and better guidance.
Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.
Connect with Maple CRM team today and schedule a demo as per your convenient time!
Maple CRM: Sales and Process management software for SMEs.
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
info@maplecrm.com | +91 9+91 9538925641 | www.maplecrm.com