The numbers everybody agrees on, before the meeting.
Early accessCRM Reporting & Dashboards in Surrey
Looking for CRM reporting & dashboards in Surrey? CubeCRM works with businesses in Guildford, Woking and Farnham, from the first walkthrough to a team that actually uses it.
- Included in CubeCRM
- Surrey
- 01234 672 617
Surrey businesses tend to reach us at the same point: the team has grown, the customer list has not kept up, and the workarounds have started to cost more than a proper system would.
That is the point at which CRM reporting & dashboards is worth doing properly.
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
Local coverage
Reporting & dashboards across Surrey
Our Surrey coverage includes Guildford, Woking, Farnham, Reigate, Epsom and Redhill, and the GU1, GU2, GU3, GU4 and GU5 postcode districts. If you are in Surrey and not on that list, we almost certainly still cover you - ask.
64miles from our Olney office
Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.
Postcode districts
- GU1
- GU2
- GU3
- GU4
- GU5
- GU6
- GU7
- GU8
- GU9
- GU10
- GU11
- GU12
- GU14
- GU15
- GU16
- GU17
- GU18
- GU19
- GU20
- GU21
- GU22
- GU23
- GU24
- GU25
- GU26
- RH1
- RH2
- RH3
- RH4
- RH5
- RH6
- RH7
- RH8
- KT1
- KT2
- KT3
- KT4
- KT5
- KT6
- KT7
- KT8
- KT9
- KT10
- KT11
- KT12
- KT13
- KT14
- KT15
- KT16
- KT17
- KT18
- KT19
- KT20
- KT21
- KT22
- KT23
- KT24
- SM1
- SM2
- SM3
- SM4
- SM5
- SM6
- SM7
- CR3
- CR5
- CR6
- CR8
Areas we cover
Guildford, Woking, Farnham, Reigate, Epsom, Redhill, Leatherhead and Dorking.
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
Each one is also available in Surrey.
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
In Surrey?
Reporting & dashboards for your Surrey team
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.
