Discover the power of data-driven decision-making with Lasso CRM reporting. Gain a deeper understanding of your business landscape, enabling you to optimize performance, make informed decisions, and propel your business forward with confidence.
Quickly see your traffic, sales, and appointments across all your projects. Get answers to some commonly asked questions in your dashboards and create, copy, save, and share dashboard templates with your team!
This quick demonstration showcases Lasso CRM's robust reporting and dashboard capabilities, offering a range of standard reports accessible at your fingertips, from comprehensive sales data to insightful cross-project analyses.
Connect your data to popular business intelligence tools such as PowerBI, Tableau, or Google Data Studio. Create reports that answer questions unique to your business and drive more informed decisions.
Automatically schedule the distribution of your critical reports. Customize the report fields and export them to CSV or Excel to allow for even deeper research.
Lead activity and sales reporting will hold marketing and sales efforts accountable. Filter your reports by source type, activities, salesperson, rating, and more, and personalize which fields display.
Custom ‘smart lists’ can be saved for easy ad-hoc custom reporting. Any data on any customer can be sorted, filtered, exported, or printed to PDF and each user can create and modify their smart lists.