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Reporting & BI Module

Clear Dashboards
to Drive Your Growth

Transform data into decisions. Create custom reports in just a few clicks and track your KPIs in real-time so you never navigate blind.

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Prospects by Industry
RecordCount
Accounts by Industry
Construction
Education
Tech
Services
Targets
85% achieved
The Problem

You wait until month-end to know if you've hit your targets

You spend hours compiling reports for leadership, cross-referencing complex Excel files that are often outdated before they're even finished.

Cirrus Shield Solution

An integrated BI Dashboards and Reporting module.

Your data is already there, we simply help you make it speak.

FEATURES

The Power of Your Data, Simplified

1. Drag & Drop Report Builder

Build your reports without any technical skills. The intuitive interface gives you complete control.

  • Choose your axes (X and Y)
  • Apply dynamic filters
  • Select: Pie Chart, Bar Chart...

2. Real-Time KPIs

Unlike Excel, your dashboards are live and directly connected to your CRM.

Track Revenue vs Targets.
Analyze conversion rate by stage.
Monitor sales activity (Calls, Meetings).

3. Role-Based Dashboards

Click to see the customized view

4. Export and Share

Need to present the figures in a meeting? Export your reports or share graphs directly in an executive committee presentation.

The Power of Analysis

Stop flying blind. Let the data show you the way.
1

Bottlenecks

Identify exactly where your pipeline slows down. Is it at qualification or closing? Course correct.

2

Lost Deals

Finally understand why you lose opportunities. Price? Competition? Product? Analyze refusal patterns.

3

Top Performers

Identify your best products and star sellers. Replicate their success across your entire team.

Make Data-Driven Decisions.

Stop flying blind. Centralize your data, visualize your performance in real-time, and transform information into strategic action.

30 Days Free Trial
No Credit Card Required
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CRM pensé par et pour des vendeurs Facile à personnaliser et à organiser

Démarrez avec l'accès à cet abonnement et à nos extensions Docusign, Sirene, Chorus Pro etc...

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