Reporting is the most critical function of any CRM system, and Pipeliner CRM, powered by our groundbreaking Voyager AI engine, takes it to an entirely new level. Our Reporting Engine is designed to be the heart of your sales operationsSales Operations Sales Operations is a collection of aligned business processes, strategic implementations and other activities aimed at achieving organizational goals, specially in the areas of sales revenue, market coverage and growth., providing a robust, flexible, and powerful tool that empowers you to make informed decisions and achieve greater profitabilityProfitability Profitability is the potential, degree, metric, ability or relative efficiency of a business to yield financial gain (i.e., profits) after all relevant expenses and costs have been deducted..
Key Features & Benefits
Effortless & Instant Report Creation: Our reporting engine was developed to revolutionize report creation, making it fast and easy for everyone. You can create a new report from any screen in the Pipeliner CRM application, including opportunities, contacts, and accounts. This is very different from other CRM systems and underscores our unique, userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.-friendly approach.
Built-in DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. Integrity: A report is only as good as the data it’s built on, so Pipeliner CRM provides a Duplicate Checker to ensure your data is as clean as possible. This is crucial because even with the best reporting engine or AI, messy data will not help you. Clean, accurate data is the only way to get meaningful results.
Flexible and Visual by Design: We believe a report shouldn’t be overly complex. Our reports are highly visual, making complex data easy to understand at a glance. You can choose from a variety of chart types like line graphs, bar charts, pie charts, stacked bar charts, and others to effectively tell your data’s story.
Customizable Reporting for Any Need: You can create a report from any of Pipeliner’s entities—such as an AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., Contact, LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., Task, Opportunity, or ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price.. With our advanced reporting feature, you can even mix and add additional data sources to get a complete 360-degree view.
The Power Panel: Your Command Center: The Power Panel is where you can modify factors in your current view, filter data, and set up reports with precision. This feature is very robust for the entire application and can be regarded as the steering of data. You can instantly manipulate data to build different scenarios and explore potential futures.
The Luxury of Automated Reporting: With Pipeliner, you can schedule reports to be sent automatically on a one-time, daily, weekly, or monthly basis. This saves you and your team from having to create or access a report repeatedly. You can even schedule a report’s URL to be sent to whoever needs it, and password-protect reports that contain confidential data.
AI Report Creation: The Pipeliner Report Engine AI Agent is a revolutionary feature that makes report creation incredibly easy. Type or speak your instructions into the AI field, and your report will be instantly created. You can also fine-tune and optimize the report directly through the AI agent, without needing the Power Panel. The reports you create with AI can be added to dashboards for an at-a-glance overview of your company’s performance.
Experience the next generation of CRM reporting. Get a free demo of Pipeliner CRM today!
Screenshots
Some Other Highlights:
Dynamic Target Feature keeps a constant visual check on your target progress and is capable of showing more than one KPI.
Filter options allow you to filter and view tasks, contacts, accounts, leads and opportunities based on any field.
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