Build custom reports in minutes, not weeks. No IT required. Empower your team to analyze real-time CRM data and make confident decisions with Salesboom's flexible reporting engine.
Years of CRM Innovation
To Build Custom Reports
Data Analysis
Required
Modern organizations are drowning in data but starving for insights. CRM systems capture enormous volumes of information across sales, marketing, service, finance, and operations—yet many teams struggle to turn that data into clear answers, confident decisions, and timely action.
Most companies rely on inadequate reporting solutions:
Slow decision-making when speed matters most. Conflicting data versions across departments. Limited accountability due to unclear metrics. Missed risks and opportunities hiding in plain sight. Executives defaulting to intuition instead of evidence.
When reporting is difficult, organizations can't scale effectively. Data becomes a liability instead of an asset.
Salesboom is built on a simple but powerful principle: reporting should be as flexible as the business itself. Instead of forcing companies into predefined analytics structures, Salesboom allows users to shape reports around how they actually operate—by role, department, customer segment, or business objective.
Reporting is not an afterthought bolted onto the CRM. It is embedded directly into CRM execution, making data analysis a natural extension of daily work.
This transforms reporting from a back-office function into a real-time management capability that scales with your organization.
Salesboom supports custom reporting across a comprehensive range of data types, enabling true cross-functional analysis without data silos or integration headaches.
Save reports for future use or schedule automatic delivery
Generic reports answer generic questions. Salesboom allows users to select exactly which fields to include in every report, ensuring the output matches your specific business context and terminology.
Run and review results instantly
Salesboom's report builder is designed for business users, not database administrators. The guided interface walks users through report creation with clear, logical steps that require no technical training.
Select the report data type (leads, accounts, opportunities, cases, etc.)
Choose the relevant fields to include in your analysis
Apply filters and conditions to focus on specific segments
Set sorting and grouping preferences for clarity
Many companies invest heavily in separate business intelligence platforms, only to struggle with integration complexity, data latency, and limited adoption. Salesboom's native reporting approach delivers superior results.
No separate systems to connect, no data warehouses to maintain, no ETL processes to manage—reporting is built into the CRM platform you already use.
Unlike BI tools that sync data periodically, Salesboom reports run against live operational data with zero latency.
One platform for operations and analytics eliminates version conflicts and ensures organizational alignment.
No separate BI licenses, no integration consulting fees, no data warehouse infrastructure—complete reporting included with CRM subscription.
Users learn one system instead of switching between CRM and BI tools, driving higher adoption and productivity.
Reports connect directly to operational capabilities—reassign records, launch campaigns, update data—without leaving the system.
Reporting often exposes sensitive business information—financial performance, customer data, competitive intelligence, and employee metrics. Salesboom ensures this data remains secure and properly controlled.
Salesboom's reporting capabilities are available immediately upon CRM implementation. Unlike standalone BI tools that require months of integration work, Salesboom reporting is native to the platform and ready from day one.
Organizations typically achieve reporting maturity within 30-60 days, with basic reporting operational in the first week.
Custom reporting delivers measurable improvements across every business function.
Real-time reports eliminate delays between insight and action, accelerating decision velocity.
Business users build their own reports without IT dependency or technical training.
One reporting platform eliminates version conflicts and ensures organizational alignment.
Complete reporting included with CRM—no separate BI licenses or integration fees.
Reports connect directly to CRM actions—no system switching or data exports needed.
Report across all CRM objects—leads, accounts, opportunities, cases, and campaigns.
Role-based access, field-level security, and compliance features protect sensitive data.
Build unlimited custom reports with no per-report charges or premium tier restrictions.
Stop waiting for IT to build reports. Empower your team to analyze real-time CRM data and make confident decisions. See how Salesboom's customized reporting works for your business.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamTrack team performance and pipeline health using Sales Force Reporting Tools for actionable insights.
Generate comprehensive business reports with CRM Reporting Tools that adapt to your processes.
Tailor your own performance dashboards using the Custom Reports Builder for deeper insights.
See real report and dashboard examples with Analytics & Reporting Screenshots for UI inspiration.
Get a snapshot of your key metrics using the Dashboard Reporting Features for quick decision-making.
Learn forecasting principles and tactics via the Forecasting Insights Datasheet for better planning.
Visualize forecasting data with examples from Sales Forecasting Software Screenshots to see insights in action.
Connect cross-department functions to foster sustainable growth via the Revenue Lifecycle Management Guide .
Improve your cross-functional alignment using the Revenue Operations Guide for best practice frameworks.