A report is a detailed account of consolidated data that helps you draw inferences for informed decision-making.
Generate clean and precise reports with Kylas. Fill in the required information, set dimensions and metrics, and build your sales report from scratch.
Seamlessly export all your reports from Kylas. Share them with other team members and external stakeholders.
Customize existing reports basis dimensions, filters, and metrics to focus on the information that matters. Also view your report as a table, pie-chart and bar graph with a click of a button.
Get the right report without sifting through data. Use view filters (prospects, deal, tasks, company, dates and call logs) to quickly find the reports you need. Also track your sales reports by day, week or month to compare it with previous time periods.
Get real-time picture of your business’ productivity and sales progression with our sales Dashboard. Customize the dashboard with important metrics and reports as per your growing business’s requirement.
Get a clear picture of how much sales revenue your team can generate within a given time period and make the right business decisions- priortizing deals and allocating resources for higher conversions. With Kylas CRM you can forecast revenue basis the expected closure date of the deal.
Gain useful insights on your team’s performance right from the sales
dashboard. Identify the top performing sales members and reward them; invest
in training those members who are not able to perform well.
Gives clearer
understanding of
team’s performance
Helps set team and
company goals
Represents sales
insights as visual data
on dashboard
Help make data-
driven decisions
Forecasting revenue
A report is a detailed account of consolidated data that helps you draw inferences for informed decision-making.
A dashboard gives a summary of key metrics and other relevant data on a single screen.
Sales and support insights comprise all analytics that analyzes data about customers and internal teams to present in facilitating and streamlining better business decisions.
