The numbers everybody agrees on, before the meeting.
Early accessCRM Reporting & Dashboards
Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email.
- Included in CubeCRM
- UK hosted
- 01234 672 617
A CRM earns its keep when it answers questions nobody could answer before: what the pipeline is really worth, which enquiries become customers, how fast the team responds, which accounts are drifting.
CubeCRM reports all of it from the same live records - dashboards by role, a forecast built from real deals, and scheduled reports that land in inboxes on the morning of the sales meeting. Every figure can be clicked through to the deals, enquiries or cases behind it, so a number is never taken on trust.
What it does
Six things reporting & dashboards takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
Dashboards by role
A salesperson’s week, a manager’s team and a director’s whole business.
Forecasts from real deals
Weighted, committed and best-case figures by month, team and product.
Win rates and sources
Conversion by channel, stage, person and product, with reasons for losses.
Response times
How quickly enquiries and cases are answered, by person and channel.
Click through anything
From a total to the team to the person to the individual records behind it.
Scheduled reports
Sent by email on a schedule, and exportable to Excel or Power BI.
How it works
Three steps, and then it looks after itself
Agree the five questions
Start with the questions the business argues about most, and build those first.
Put them on dashboards
One view per role, so everybody sees what matters to them.
Schedule the rest
Weekly and monthly reports arrive by email, so nobody has to remember to run them.
- Live
Dashboards, not monthly exports
- Traced
Every figure to its records
- Emailed
Reports on a schedule
Near you
Reporting & dashboards, county by county
We set up and train in person across 24 counties. Pick yours to see local coverage, postcode districts and the towns we visit.
- Bedfordshire4 towns
- Berkshire5 towns
- Buckinghamshire8 towns
- Cambridgeshire5 towns
- Derbyshire5 towns
- Essex5 towns
- Gloucestershire6 towns
- Hampshire5 towns
- Hertfordshire4 towns
- Kent5 towns
- Leicestershire4 towns
- Lincolnshire5 towns
- Norfolk5 towns
- Northamptonshire10 towns
- Nottinghamshire4 towns
- Oxfordshire5 towns
- Rutland4 towns
- Shropshire5 towns
- Staffordshire5 towns
- Suffolk5 towns
- Surrey4 towns
- Warwickshire6 towns
- West Midlands5 towns
- Worcestershire4 towns
Questions
Questions people ask about this
Yes. Reports and dashboards can be built from any records and fields, including custom ones.
Yes, by export or through the reporting API, with permissions applied.
Invoiced sales can be synced from your accounts package and reported alongside won deals.
Yes. Dashboards read the same records the team is working on.
Where it fits
Part of these solutions
The same feature, described from the angle of the problem it solves.
Sales Management Software
Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets.
Sales Forecasting Software
A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before.
Sales Pipeline Software
Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck.
Works with
Features people use alongside it
Pipeline management
Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die.
See how it worksLead capture
Web forms, emails, phone calls and lead-site enquiries in one queue - assigned by rule, timed from arrival and tracked from source to sale.
See how it worksCase management
Customer queries and complaints as cases on the customer record - with owners, priorities, response targets and the account owner kept informed.
See how it works
See it properly
See reporting & dashboards with your own customers
A walkthrough using a real enquiry, a real quote and a few of your actual customers tells you more than a scripted demo. It takes forty minutes and there is no obligation.
