Generate real-time insights from leads, accounts, opportunities, and cases with powerful custom reporting tools that eliminate guesswork and drive data-driven decision-making across your organization.
Live Data Insights
Report Builder
Years Experience
Data Export
Without robust reporting capabilities, businesses operate in the dark. Teams waste hours manually building spreadsheets and trying to answer basic questions about pipeline health and team performance.
Revenue opportunities buried in disconnected data that remains invisible to decision-makers
Inability to forecast accurately or identify critical business trends and patterns
Sales managers lacking real-time visibility into team performance and pipeline health
Marketing unable to track campaign ROI and optimize spending effectively
Hours consumed building spreadsheets instead of focusing on strategic initiatives
Executives making critical decisions without data-driven insights and evidence
Salesboom's Reports and Custom Reports module eliminates these blind spots by delivering instant, actionable insights from every corner of your CRM database.
Salesboom's reporting engine provides comprehensive analytics across all CRM data. Access pre-built reports for quick insights or build fully customized reports tailored to your exact needs.
Pre-built administrative reports provide immediate visibility into critical business functions without any configuration required.
These reports cover essential areas including Calls, Events, Tasks, Leads, Contacts, Accounts, and Opportunities, allowing teams to access commonly needed data instantly.
The Custom Reports builder empowers users to create sophisticated analytics without IT support or database knowledge.
Through an intuitive step-by-step wizard, anyone can build reports that answer specific business questions and track unique KPIs.
Salesboom's Custom Report builder guides users through an intuitive process that transforms complex data analysis into a straightforward task.
Choose the kind of data to analyze: Accounts, Contacts, Opportunities, Campaigns, Cases, or other objects
Select Tabular for simple lists or Summary for grouped analysis with subtotaling
Choose which standard and custom fields appear in your report results
Arrange fields in the exact order you want them displayed in results
Define how results are sorted across up to four levels for optimal organization
Use advanced filtering with date keywords, multiple values, and complex logic
Choose records per page and generate immediate results. Save for future use
Salesboom offers two powerful report formats, each optimized for different analytical needs and business questions.
Display data in straightforward rows and columns, perfect for generating lists that teams can immediately act upon.
Allow grouping data across up to three levels with automatic subtotaling, ideal for strategic analysis.
Beyond report generation, Salesboom provides powerful administrative features that enable bulk actions directly from report results.
Select multiple records and reassign them to different users instantly. Perfect for rebalancing workloads and managing territories.
Safely delete large sets of records for data cleanup while maintaining database integrity and eliminating outdated information.
Execute targeted email campaigns directly from reports. Select recipients based on sophisticated filtering criteria.
Export any report to CSV format with a single click for integration with Excel, Power BI, accounting systems, and more.
Salesboom's reporting system serves as the critical intelligence layer supporting strategic decision-making across all teams.
Instant insight into sales pipeline, lead generation, customer accounts, and support case patterns.
Sophisticated revenue analysis by segment, forecasting by stage, and bottleneck identification.
Case reports reveal SLA compliance, priority trends, and recurring customer problems.
Identify workload imbalances, performance metrics, and resource allocation needs.
Track which campaigns generate qualified leads and optimize spending with confidence.
Measure everything including activity logs, engagement scores, and renewal opportunities.
Traditional reporting requires significant manual effort. Salesboom's automated reporting capabilities eliminate these time sinks.
Reports generate in seconds what manual spreadsheets take hours to build
One-button export eliminates copying data between disconnected systems
Mass operations complete in clicks what manual updates take hours to finish
Business users create reports without waiting for IT database queries
Live data eliminates waiting for outdated batch-processed reports
Comprehensive analytics replace guesswork with concrete evidence
The cumulative time savings typically amount to 10-15 hours per week per team member, representing massive productivity gains that directly impact business performance and employee satisfaction.
Accurate decision-making requires precise data. Salesboom's advanced filtering capabilities ensure reports return exactly the records needed.
Distinguish between similar values requiring different treatment
Semicolon-separated selection of several options in a single filter
NOW, TODAY, LAST 7 DAYS, NEXT 30 DAYS, and custom date ranges
Use 0 for No and 1 for Yes to quickly segment records
Use brackets to create sophisticated AND/OR conditions
Equals, not equals, contains, greater than, less than, and more
CSV export functionality bridges the gap between Salesboom and your other business systems for specialized analysis and integration.
Detailed pivot table analysis, custom charting, and advanced formulas
Sophisticated dashboard visualization combining multiple data sources
QuickBooks integration for financial reconciliation and billing accuracy
Mailchimp and HubSpot integration for targeted campaigns
Long-term trend analysis and historical reporting spanning years
Automated file transfer protocols eliminating manual synchronization
Traditional reporting relies on overnight batch processes. Salesboom reports run against live data, providing real-time insights for agile response.
Sales managers see opportunity movements the moment they happen
Support directors identify surges as they happen, not hours later
Marketing leaders track lead flow and response rates in real-time
Monitor key metrics during critical business periods with live data
Finance teams verify current revenue for accurate forecasting
Operations managers respond to actual current conditions
Stop making decisions in the dark. Discover how Salesboom's reporting tools provide instant visibility into every aspect of your business with real-time analytics, custom reports, and powerful data export capabilities.
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