4.98 Google rating

CRM reporting

CRM reports and dashboards built around your business

Turn the information already in your CRM into dashboards your team can use. Browse more than 30 reports across sales, invoices, clients, calls, email, texts and team activity, with nothing to connect or export first.

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See pricing · Every feature is on every plan.

At a glance

  • 30+ reports across eight categories
  • Four ready-made dashboards
  • Build and arrange your own dashboard cards
  • Full-screen mode for an office display
  • Reports respect CRM access permissions

The problem

You shouldn't have to piece together the business picture

When sales, billing and communication data sit in separate tools, it takes exports and manual updates to answer basic questions about the pipeline or the team.

  • Reports scattered across tools

    Switching between systems makes it harder to compare activity and results.

  • Numbers assembled by hand

    Copying data into spreadsheets takes time and leaves room for stale figures.

  • Headline numbers without detail

    A total alone doesn't show which clients, campaigns or team members drove it.

  • Different roles need different views

    Teams need useful reporting without exposing clients outside their access.

How it works

Build a view that answers the question

  1. Pick a report

    Choose from more than 30 report types across sales, invoices, clients, calls, email, texts and team activity.

  2. Choose the view

    Display most reports as a chart, number tiles, table, list or Kanban board, with a live preview while you configure it.

  3. Arrange the dashboard

    Drag cards into place, resize them or add a card from an empty spot. Set a date range and filters for the data you need.

  4. Share the numbers

    Give each person a default dashboard, open it on mobile or rotate dashboards in full-screen TV mode.

What it does

Reports for the work you do every day

Start with four useful dashboards or create as many custom views as your team needs.

  • Four ready-made dashboards

    Start with Revenue, Leads, Calls or Receivables. Each includes a useful collection of report cards and can be copied as a template.

  • 30+ reports in eight categories

    Explore performance across sales, invoices, clients, calls, email, texts and your team, plus custom data tables.

  • Choose how to see the data

    Switch most reports between bar, line, pie, donut, number tiles, table, list and Kanban views without rebuilding the card.

  • Dates and filters

    Set a dashboard date range from today through a custom period. Filter cards by status, manager, source, custom fields and more.

  • Explore underlying records

    Open campaign metrics to see the people behind opens and clicks, or use the Cohort Report to follow leads through pipeline stages over time.

  • Export and reuse

    Download tables as CSV and charts as PNG. Duplicate cards, move them between dashboards or rename them inline.

  • Office TV mode

    Rotate through dashboards on a timer, hide controls and refresh the display every five minutes or on demand.

  • Access-aware reporting

    Reports follow CRM permissions and client access. Limited-access users see only their own numbers in team reports.

One platform

One view across the client lifecycle

Track sales, billing, communication and follow-up from the same CRM data your team works with every day.

Popular with

See every BaseCloud CRM feature

FAQ

Questions buyers ask

Do I need to connect another reporting tool?
No. These reports use information already in BaseCloud CRM, so there is nothing to connect or export first.
Can I create more than one dashboard?
Yes. Create as many dashboards as you need, start from a blank view or template, or duplicate an existing dashboard. Each person can choose a default.
Can I filter dashboard reports by date or team member?
Yes. Set a dashboard-wide date range, then filter cards by status, manager, source, custom fields, tracking categories or product code.
Can I display dashboards on an office TV?
Yes. Full-screen TV mode rotates through dashboards on a timer, hides the controls and refreshes every five minutes or on demand.
Do reports show clients a user shouldn't be able to access?
No. Reports follow the access rules already set in BaseCloud. People with limited access see only their own numbers on team reports.
Can I export report data?
Yes. Download tables as CSV and charts as PNG. Custom-table reports can also be exported as CSV.

See every number that runs your business

Build a dashboard from the data already in BaseCloud CRM and give your team a clearer view of what is happening.

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