The CRM enables fully customisable reports in all the modules with flexible options, such as cross-linking modules, 3-level column grouping, scheduling reports generation and delivering to the intended users including non-ConstructionBos CRM users through email. In addition, over 40 standard reports are packed in various modules, which can be used as a ready reference and enhance the learning experience.
Dashboards give a real-time snapshot of your organisation's key metrics. Using dashboards you can easily visualise comparisons, patterns, and trends in sales, marketing, support, and inventory related data. The CRM solution dashboard is comprised of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated dynamically and built over the Macromedia Flash technology. The unique chart is the Funnel chart, which can be used to visualise the sales pipeline at various stages intuitively.