Report Designer & Generator:

As your organization grows larger and data becomes more complex, a capable reporting system is a fundamental requirement.

Within CRMonCall the reports module shows a list of available reports. You may click on the name of a report to run that report, or to see the archived results of previous runs of that report. Each report listed shows its name, the principal module on which it reports, when it was last run, when it was last modified, and if it is set to run manually, interactively or automatically on a timed basis. Scheduled reports may be automatically emailed to a distribution list. Just imagine - your business tells you how it is doing without being asked!

A number of predefined standard reports are included with the system, and new report designs may be easily developed and saved for repeated use in future. Reports can include multiple sort keys, grouping, filters, and may relate data in multiple modules. Acrobat PDF documents may be created from any report, and report data may also be exported to several common file formats including CSV and HTML.

Reports may also generate charts of their data, and these charts may then be added to your Personal Dashboard.

Graphical Dashboard Charts:

The system provides graphical dashboards for Sales, Service, Financials, and Projects. As well, a Personal Dashboard allows you to assemble and re-order a list of your key charts, including charts created from your own custom reports. When the system is initially created, these dashboards include the following charts:

Sales Dashboard:

• Fiscal Year Booked Sales (Horizontal bar chart: Shows the 12 months of the current fiscal year, and the value of sales booked for each of those months.)
• Weighted & Gross Opportunities by Month (Horizontal bar chart: Shows, for the 12 month period starting last month, the gross and weighted (by probability) value of the opportunities for each month - the sales pipeline.)
• Pipeline by Sales Stage (Horizontal stacked bar chart: Shows the total value of potential sales at each stage of the sales pipeline.)
• All Opportunities by Lead Source by Outcome (Horizontal stacked bar chart: Shows a stacked bar of the total opportunities for each lead source. Each bar is made up of multi-colored segments which represent the outcome proportions for that lead source.)
• Pipeline by Month by Outcome (Vertical stacked bar chart: Each bar shows the total sales pipeline for each month. Each bar is made up of multi-colored segments which represent the outcome proportions for the pipeline in that month.)
• All Opportunities by Lead Source (Pie chart: Shows a simple pie visualization of the proportion of total sales opportunities for each lead source.)

Service Dashboard:

• Cases by Status by User (Horizontal stacked bar chart: Shows the breakdown of cases by status, for each user.)
• Cases by Priority by Month (Vertical stacked bar chart: Shows the breakdown of cases by priority, for each month.)
• Bugs by Status by User (Horizontal stacked bar chart: Shows the breakdown of software bugs by status, for each user.)
• Bugs by Priority by Month (Vertical stacked bar chart: Shows the breakdown of software bugs by priority, for each month.)

Financial Dashboard:

• Fiscal Year Invoiced Sales (Horizontal bar chart: Shows the 12 months of the current fiscal year, and the value of sales invoiced for each of those months.)
• Fiscal Year Booked Sales (Horizontal bar chart: Shows the 12 months of the current fiscal year, and the value of sales booked for each of those months.)
• Project Expected Revenue by Month (Vertical stacked bar chart: Shows the forecast income from Projects. The various color bar segments are used to represent projects which have different status. The six months starting last month are represented.)

Projects Dashboard:

• Project Expected Revenue by Month (Vertical stacked bar chart: Shows the forecast income from Projects. The various color bar segments are used to represent projects which have different status. The six months starting last month are represented.)

Each chart may be customized by clicking on the Edit button by the top right corner of the chart. This will bring up a small dialog area which permits you to specify parameters of the chart.

A remarkably powerful feature of the Dashboard is that the charts allow for drilling down into the actual underlying data. This means that each distinctively colored area on every chart is actively linked to the set of opportunities it represents - simply click on an area to see those opportunities.