To join the beta testing of the Custom Reports feature, contact our support so we can enable it.
Custom reports are an advanced feature that helps you better analyze business data. They allow you to create personalized dashboards and visualize key metrics directly within your CRM.
In this article:
What are custom reports?
Custom reports in a CRM – how to create personalized dashboards?
Custom reports are an advanced feature that allows you to create personal dashboards. This enables you to effectively analyze business data, track KPIs, and monitor sales performance – all in one place!
With custom reports, you have full control over the information and how it’s visualized. You can use various widgets such as interactive charts, tables, or text modules to better understand your results and respond quickly to changing market conditions.
This feature is especially useful for:
Sales leaders who want to monitor team performance and identify areas that need improvement.
Administrators who need clear reports to analyze sales processes and user efficiency.
Management teams who want to make strategic decisions based on real data.
Custom reports streamline data management and allow you to create intuitive dashboards. With them, data analysis becomes simpler, faster, and more efficient.
Key Benefits for Your Business
Custom reports are a tool that not only streamlines data analysis but also supports informed business decision-making. With this feature, you can efficiently manage information and tailor the way it is presented.
Full Data Centralization
With custom reports, all key information is available in one place. Instead of exporting data to external tools or juggling multiple platforms, you can analyze results directly within your CRM.
Personalization
Every company has unique processes and priorities, which is why custom reports allow you to fully tailor your dashboard. Create individual widgets and adjust reports to fit your role.
Actionable Insights
Thanks to interactive charts and KPI indicators, it’s easier to identify key market trends and spot potential risks. The tool also helps uncover new business opportunities.
Time Savings
Instead of manually comparing results or setting filters for every analysis, use reports to quickly combine and contrast data from different categories. Compare the performance of various team members and analyze data based on your company’s KPIs.
Flexibility
Custom reports grow with you. Add new reports, create different dashboards, and keep up with your company’s evolving strategy.
How to Access Custom Reports?
Accessing custom reports is simple:
Log in to your Livespace account and go to the Statistics section.
In the Dashboards tab, click the Add button.
You can create multiple dashboards and switch between them as needed. The number of dashboards depends on your package - you can check the price list here.
Remember that dashboards are not personal. One user can overwrite another user's changes.
Permissions and Roles in Reports
Access to data in custom reports is controlled by specific permissions, which allows for effective information management and ensures data security. As a result, each team member only sees the information that is relevant to them.
Administrators and Managers – have full access to create, edit, and customize dashboards and reports. They can analyze team performance, monitor KPIs and sales funnels, and manage report data at a global level.
Users – have view-only access to reports, but they will only see their own data. For example, if a chart available to administrators displays all sales opportunities, a regular user will only see the opportunities assigned to them.