Questions? 1-800-763-3766     |     Try Small Business CRM    |    Try Enterprise CRM     |     Small Business Login

Reports

Soffront lets you create your own reports as well as provides more than 100 out-of-the-box reports across sales, marketing, service, and support, so that business users can easily make use of their data and make better decisions right away.


Report Generator

Create reports easily without any technical know-how. With Soffront, business users can create custom tabular, detailed, trend, distribution or matrix reports. You can create reports instantly using report designers that walk you through the required steps. You can personalize the designer to streamline your user experience.


Report Manager

With Soffront report manager, you can organize both custom and standard reports and quickly find the report you’re looking for. Schedule execution and delivery of reports based on selectable time intervals.

Render reports in text format or colorful graphics, including trend lines, bar charts, funnels, and pie charts. Graphical and matrix reports are clickable and drill down enabled to access real time data immediately. You can export reports to Excel or other popular format for further analysis. Use matrix reports to create two-dimensional snapshots and use the intelligent “what-if” analysis tool for a deeper insight into your customer information.


Role Based Dashboards

Soffront dashboards integrate all critical business data across departments. Personalized for each employee in your company, the dashboards offer instant snapshots of key performance indicators (KPIs) including sales reporting, marketing campaign effectiveness and service delivery metrics.

Access to real-time reports and snapshots on dashboards lets you make smarter, better-informed business decisions. Easily monitor critical metrics from across sales, marketing, service, and other departments in a consolidated view.

You can personalize dashboards as needed, modifying each dashboard according to your unique business model. Set up multiple personalized dashboards so that all your users get exactly the information needed depending on their roles and responsibilities.


Try now for free. Safe and secure. No obligations.
Questions? Call 1-800-SOFFRONT