Reports & Dashboards

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To keep pace in today's dynamic business environment, you need the right tools to give you real-time information on your company's metrics. Trade Dynamics CRM Solution has everything a company needs to give management a snapshot of key company measuring points to help make the very best strategic decisions in the short and long-term.

             Trade Dynamics CRM Solution gives a business the ability to summarize almost any data stored in the database by reports. A set of predefined reports is available which can be customized to meet specific business needs. These report features give management a real-time look at an overview of customer related activities and conclusions can be drawn on how to streamline and improve sales operations and other business processes. Mathematical calculations such as sum, average, and aggregate add to the power of the report function. Some of the reports available are sales report by pipeline, sales opportunities by lead source, sales pipeline analysis, and sales pipeline analysis by stage. You can also drill down the dashboards by time and opportunity stage.

             The dashboard gives management the ability to display graphical representations of sales and business process data. Horizontal bar graphs, line charts, and pie charts in color can easily be created from the dashboard for use in presentations and other business meetings. The reports can be stored in many different types of public and private folders and access can be enabled according to user access privileges, or they can be labeled as private. The reports can be exported to any number of user-friendly formats such as Adobe Acrobat, Microsoft Office, or HTML. With solid and accurate information in hand, management can make better short and long-term strategic decisions to move the business in the right direction.

             Trade Dynamics CRM Solution is one of the best on-demand CRM packages on the market today. It gives you all of the advantages of ERP business management software at a fraction of the cost. With professional IT business management software, small to medium-sized companies have the ability to grow and thrive even in trying economic times.
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