# CRM Reporting & Dashboards

> Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email.

**URL:** https://cubecrm.co.uk/features/crm-reporting

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.

## Details

- **Feature:** CRM Reporting & Dashboards
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Sales dashboards, CRM analytics, Pipeline reports, KPI dashboards, Management reporting

## What it does

- **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

1. **Agree the five questions:** Start with the questions the business argues about most, and build those first.
2. **Put them on dashboards:** One view per role, so everybody sees what matters to them.
3. **Schedule the rest:** Weekly and monthly reports arrive by email, so nobody has to remember to run them.

## Figures

- **Live** Dashboards, not monthly exports
- **Traced** Every figure to its records
- **Emailed** Reports on a schedule

## Frequently asked questions

**Can we build our own reports?**

Yes. Reports and dashboards can be built from any records and fields, including custom ones.

**Can we get data into Excel or Power BI?**

Yes, by export or through the reporting API, with permissions applied.

**Can finance see revenue figures?**

Invoiced sales can be synced from your accounts package and reported alongside won deals.

**Are reports live?**

Yes. Dashboards read the same records the team is working on.

## Problems it helps solve

- **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. https://cubecrm.co.uk/software/sales-management-software
- **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. https://cubecrm.co.uk/software/sales-forecasting-software
- **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. https://cubecrm.co.uk/software/sales-pipeline-software

## Related features

- **CRM Pipeline Management** - Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die. https://cubecrm.co.uk/features/pipeline-management
- **CRM Lead & Enquiry 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. https://cubecrm.co.uk/features/lead-capture
- **CRM Case Management** - Customer queries and complaints as cases on the customer record - with owners, priorities, response targets and the account owner kept informed. https://cubecrm.co.uk/features/case-management

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)