How can we make it easier for you to do business?
Where Data Meets Decisions: Reporting
Discover the power of data-driven decision-making with Lasso CRM reporting. Gain a deeper understanding of your business to optimize performance and drive your business forward.
View important business information immediately
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!
Make reporting more efficient with Lasso CRM
Connect to your business intelligence tools
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.
Important data delivered effortlessly
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.
Yes, we have a report for that.
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.
Flexible reporting to meet your needs
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.