KPI Dashboards & Reporting

From sales to marketing to support and beyond, empower your teams with real-time analytics and shareable reports to guide their decisions.

KPI Dashboards & Reporting integrated throughout your CRM

  • Sales
  • Marketing
  • Customer Support
  • Project Management
  • Subscription Management
  • Invoicing and Order Management

Keep your performance in clear view with KPI Dashboards.

No matter what you’re working on, we help you keep your key metrics in clear sight — from at-a-glance down to all the little details.

We make it easy for each team to track their performance. In efficy CRM, quickly view your KPIs and build dashboards for each module – from Sales to Marketing to Support and beyond.

Use pre-built dashboards or customise them to meet your needs; gain new insights and identify trends by seamlessly switching display views from Kanban to chart, list, map, and more. 

Dive into your data as a team with Reporting.

We like to keep things completely customisable in efficy CRM — and our Reporting feature is no exception. Filter your results to get the information you need, take advantage of pre-made reporting templates, and easily tailor your reports to match your unique business needs.

Showcase insights and patterns, better understand your pain points, forecast, and highlight objectives with clear analytics for all of your projects. In efficy CRM, each user has their own tools to generate, export, and share reports with relevant users. 




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