# CRM Reporting & Dashboards in Staffordshire

> CRM Reporting & Dashboards built, hosted and supported in the UK, serving Staffordshire including Stoke-on-Trent, Stafford and Lichfield. Set up around how your team actually sells, not the other way round.

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

Across Staffordshire we see the same problem in different clothes: plenty of customer information, but not in one place, and not in a form the whole team can act on. CRM Reporting & Dashboards is how you stop relying on memory.

## Details

- **Feature:** CRM Reporting & Dashboards
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Staffordshire
- **Distance from our Olney office:** 75 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** ST, WS
- **Also known as:** Sales dashboards, CRM analytics, Pipeline reports, KPI dashboards, Management reporting

## Coverage

Our Staffordshire coverage includes Stoke-on-Trent, Stafford, Lichfield, Burton upon Trent, Tamworth and Cannock, and the ST and WS postcode districts. If you are in Staffordshire and not on that list, we almost certainly still cover you - ask.

## 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/staffordshire
- **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/staffordshire
- **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/staffordshire

## 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/staffordshire
- **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/staffordshire
- **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/staffordshire

## 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)