CRM Dashboard and Reports

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Analytical CRM for SharePoint 2010 Benefits from BPA CRM SharePointDisplay real-time Metrics in a Dashboard
Benefits from BPA CRM SharePointExport your CRM Data in a Spreadsheet
Benefits from BPA CRM SharePointBuild advanced Reports in BPA CRM
Benefits from BPA CRM SharePointGet Business Intelligence in BPA CRM

End users will love the way exporting data in a spreadsheet and having a synchronized pivot chart in a mouse click. The built-in dashboard display real time metrics on your CRM processes like the cases answering time. Using the browser-based query builder end users will be able to simply generate advanced reports on all available CRM data. Further reporting is possible using SQL Reporting Services.
DISPLAY REAL TIME METRICS IN A DASHBOARD EXPORT YOUR CRM DATA IN A SPREADSHEET

The BPA CRM built-in dashboard provides a snapshot view on your CRM processes. Colored flags will give you instant information about your processes. From the dashboard users will be able to drill down to display items details and quickly assign tasks to the concerned users. Using workflow the concerned end users will get automatic alerts in case of red flags.

End users will love the way you can quickly export CRM data to a spreadsheet and build filtered reports or pivot charts like your sales forecasts. These reports can be saved in BPA CRM enabling end users to display and refresh data.

BUILD ADVANCED REPORTS IN BPA CRM GET BUSINESS INTELLIGENCE IN BPA CRM

This powerful add-on allows end users building advanced queries based on all CRM fields directly in BPA CRM. Complex Boolean queries can be saved, reloaded, modified and executed later. Queries can be saved as shared reports for all users.

Microsoft SQL Server Reporting Services enables you to transform valuable CRM data into shared information for timely decisions at a lower total cost of ownership.

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