CRM Templates
Includes 1,500+ Reports, Dashboards and KPIs
| Account (50 KPIs) | Samples |
|---|---|
| Accounts by parent account, account age, acct manager, location, status, etc. | |
| Activity (50 KPIs) | Samples |
| Activities by account, acct manager, contact, status, time, etc. | |
| Cases/Tech Support (680 KPIs) | Samples |
| Tickets by account, acct manager, contract, technician, status, time, etc. | |
| Lead (50 KPIs) | Samples |
| Leads by contact, conversion data, location, etc. | |
| Opportunity (1,000 KPIs) | Samples |
| Opportunities by account, acct mgr, campaign, product, status, probability, amounts, etc. | |
DataSelf provides plug-and-play templates for the following CRM systems:
– Infor CRM
– MS Dynamics 365
– MS Dynamics CRM
– Sage CRM
– Salesforce
– Sugar CRM
Contact us to discuss other CRM systems.
The actual reporting package for each CRM may be slightly different. Subject to change without notice.