Interactive Reports

Understand your business like never before. Visualize key performance indicators in real time.

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Connect the Dots

Instantly identify and analyze trends revealed within your database information. Work directly with reports that our CRM has built-in, or create completely customized reports for more specific purposes.

​Discover the story your data has to tell

Find simple answers to complex business questions in your data. Learn what happened, why it happened and what may happen so you could act promptly armed with the right information.

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David Gardner

Boyds Direct, Stoneham, MA / Owner

"The Account Reports are absolutely phenomenal”. There are many built-in reports, including communications, sales, prospects and customers, and you can create dozens of other reports for management, sales, accounting, production and so many more. For example, you can generate quick reports to review the status of sales for your biggest customers over any time period. The values can be set to anything you need. "There are a ton of things you can do with these graphical representations and the ability to actually export this to an Excel sheet and then you further do the modifications there."

An image is worth a thousand words

Why stop at columns and rows? PlanProphet reports are simple, visual and rewarding. Create new reports of your own, or clone and customize existing ones. Visualize relevant report data with graphs aimed at helping you better interpret your data.
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