Discover how Maple CRM simplifies data analysis with custom views, interactive charts, and detailed reports. Gain real-time insights, track performance, and make smarter business decisions effortlessly.
Data analysis is the backbone of a business. The better the tool for analysis of the business strategies and performance, better the growth. Perfect data analysis tools are a combination of efficient dashboards, configurable charts, data viewing screens as per requirement and categorization and effective reports with clarity in information.
Maple CRM’s data analysis tools come in. With features like custom views, interactive charts, and detailed reports, Maple CRM ensures your business decisions are backed by clarity, accuracy, and real-time insights.
Let’s have a look into 3 major tools of data analysis in Maple CRM:
– Dashboards and Charts
– Custom Views
– Custom Reports
Dashboards and Charts
Custom dashboards in Maple CRM give businesses a centralized view of critical data at a glance, helping teams stay informed and focused. Instead of navigating multiple reports or views, executives and managers can instantly track the most important KPIs, ensuring faster decisions and improved productivity.
Key Benefits of Custom Dashboards:
- Real-time visibility into sales, service, and team performance
- Personalized metrics based on user roles (sales, service, or management)
- Quick identification of trends through charts and summaries
- Saves time by reducing the need for manual data checks
- Supports accountability by making performance indicators transparent
Prime features of Dashboard in Maple CRM, due to which data analysis and access becomes extremely easy are:
- Custom Charts and Data visualization filters
- Multiple dashboards for efficient segregation of information
- 1-click access to the list of leads/customers mentioned in the charts
- Filtering of data based on Executive, Date, Status, Location, etc.
Numbers tell a story, but charts make it easier to understand. Maple CRM converts complex data into simple visual insights through:
- Pie charts for distribution of leads, deals, or services
- Bar graphs to compare sales performance over time
- Trend lines for identifying growth or gaps
With these visual tools, managers can quickly assess performance, track patterns, and make informed strategic decisions.
Custom Views and account categorization
Custom views are one of the most prominent features of Maple CRM.
We understand that no 2 sales executives can assess and manage data in the same way. System admins, managers, mid-level management, executives, team leaders, etc., each have their own requirement of data viewing, segregation and analysis.
It will never bear any fruit if there was just 1 screen for all the leads/accounts viewing for all. That’s why, Maple CRM’s custom views provide the best flexibility to create views, group the leads, prioritize and effectively manage the inquiries.
Custom Views in Maple CRM allow each user to personalize their workspace. Sales executives can filter records based on their preferences, such as lead status, follow-up date, assigned user, region, or deal stage and save these filters as custom views for easy access.
This feature helps sales teams:
- Focus on the most relevant leads and tasks
- Eliminate clutter and reduce time spent searching for data
- Quickly follow up on time-sensitive opportunities
- Improve productivity with a clear, organized view of work
By tailoring their data view, users can work smarter and ensure no critical lead or activity slips through the cracks.
Custom Reports – Automated
For deeper insights, Maple CRM offers a robust reporting system that goes beyond surface-level data. With reports, businesses can:
- Generate daily, weekly, or monthly performance summaries
- Measure team productivity and lead conversion rates
- Export reports for sharing with managers or clients
- Customize formats to match business requirements
Reports ensure that decision-makers have access to detailed and actionable information at any given time.
Why These Features Matter
When used together, custom views, charts, and reports give businesses the full spectrum of data analysis:
- Custom views for day-to-day tracking
- Charts for quick visualization
- Reports for in-depth analysis and sharing
This integrated approach means you’re not just collecting data , but you’re using it to improve sales performance, enhance customer service, and drive growth.
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.