SugarCRM reporting and dashboards

Business intelligence for SugarCRM

SugarCRM is a flexible and user-friendly CRM system that seamlessly manages customer relationships, sales, and marketing. The system is marketed by SugarCRM Inc., an innovative company that focuses on optimizing customer interactions with advanced technologies.

SugarCRM optimizes customer relationship management by linking to InsightData Sales Pipeline App, providing in-depth insight into sales processes and customer interactions. This improves the overall CRM strategy with additional support from InsightData Sales Intelligence App.

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Keep your numbers in balance, anytime, anywhere.

The InsightData Finance App is designed for comprehensive financial management and reporting.

[Profit&Loss] [Balance Sheet] [Consolidation] [Accounts Receivable] [Budgeting] [Cash Flow] [Ratios]

Increase your revenue and profit margin with insight.

With the Sales Intelligence App, you know where to make a profit.

[Revenue and Margin Analysis] [Targets] [Sales Channels] [Product Categories] [Churn] [Sales Erosion] [Customer Behavior]

Aim for the right customers.

With the Sales Pipeline App, you get insights that your CRM doesn't provide.

[Funnel Overview] [Lead Tracking] [Revenue Forecast] [Conversion Rate] [Sales Journey Visualization]

Projects on budget, from start to success.

The Project App gives you insights at all levels.

[Budget monitoring] [Actual costing] [Cost control] [Profitability] [Project type analysis]

Efficiency starts here.

The Operations App provides access to key KPIs and parameters that help improve the efficiency, cost control and quality of operational processes.

[Operational Efficiency] [KPI Monitoring] [Cost Control] [Benchmarking] [Real-time Dashboard]

Profitable transport.

The Transport App starts where your TMS no longer helps you.

[Transport profitability] [Planning optimization] [Multi-modal analysis] [Empty mileage analysis] [CO² reporting]

Efficiency at every stage.

The Supply Chain App gives you insight and control.

[KPI Monitoring] [Procurement Optimization] [Supplier Performance Analysis] [Inventory Management Analysis]

More returns, less waste.

The Production App is the final part of your other production systems by giving you new insights.

[Production KPI Monitoring] [Cost Optimization] [OEE] [Real-Time Dashboard] [Process Analysis]

Talent in sight, growth in action.

The HR App gives you all possible insights into the deployment of your staff

[Workforce Analytics] [Capacity Planning] [HR Reporting] [Integration Payroll and HRIS]

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SugarCRM reporting and dashboards

Business intelligence for SugarCRM

Book your free demo.

Book your
free demo.