REPORTS FUNCTIONALITY
Unlike any other CRM - our methodology and innovative Reports Dashboard is an intuitive, easy to use process that enables users to quickly and easily access the specific data they are looking for.
AccTRACKER eliminates the burden of building reports from scratch.
There's never a need to search through hundreds of data items or choose from an endless list of previously saved reports just to view a simple report.
Generating and updating reports on AccTRACKER is a simple, straightforward process. Here's how we do it.
OUR METHODOLOGY
Our Report section is comprised of CORE and CUSTOM reports. They are pre-built containing defined data fields, and require no set-up or configurations.
We call them Foundation Reports. They are simple to run. When generated without adding options, the preset data fields always display - or like a foundation - reports can be easily built upon by adding options to generate a report that's more robust or more refined.
- CORE REPORTS are available and identical for all AccTRACKER users. These standardized reports support the fundamental sales tasks necessary for a company to be successful. List of Core Reports
- CUSTOM REPORTS are built by us as per your specific needs and requirements - eliminating the work of designing and building them yourself.
Having pre-built reports that are easily accessible and simple to run assures that the fundamental sales tasks, along with company specific tasks, can be easily and consistently performed by the sales team - making the sales process run smoothly, efficiently and profitably.
THE SIMPLEST REPORTS DASHBOARD OF ANY CRM AVAILABLE
Everything needed to run a Report is on the Dashboard.
No Searching - No Building - No Configuring - No Frustration!
- Run the Foundation report to display the preset data fields.
- Run the Foundation report with options to display filtered results, or to add additional information for more robust results.
HOW FOUNDATION REPORTS WORK
Each report is built with a defined set of base data fields - the Foundation.
A Custom Sales Report can contain the elements like product, stage, probability, close date etc. So when running the sales report everyone will be assured of having the essential company-defined data elements included.
With one click, a report will be generated that includes it's base elements. The benefits to this are:
- Running reports are simple.
- No set up, configurations or building of reports is required.
- Structure. Everyone uses the same format, works with the same data - creating consistency across your company.
- Simplifies Managements job by reviewing everyone's data in the same format.
- Flexibility. Reports can be built upon - either adding data or filtering for a more refined view. (See Flexibility below)
This model standardizes your work flow and removes the guess work from running reports. It keeps your sales team working with a assembly-line like efficiency. AccTRACKER is the engine that facilitates it.
FLEXIBILITY OF FOUNDATION REPORTS
Foundation reports have tremendous flexibility. Constructing the report with base elements is the key. All reports run with their base elements, however, they can be built upon to produce a more robust report - and / or filtered to produce a more refined report.
Our innovative Dashboard makes this simple - separating us from other more cumbersome CRM's. No searching for data elements or hidden options - with AccTRACKER everything needed to generate a report is all on one page, clearly visible and easily accessible.
Example #1 - Adding data:
Let's say you want to add the Referral Source to a sales report. Run the Sales Report and select the "Display All" option for the Tag - Referral Source. The report displays with the base data items along with an added column for the referral source. Add as many Tags to a report as desired.
Example # 2 - Filtering:
Using the same sales report, but this time you want to view only your sales prospects in San Francisco. Run the Sales Report and select the Tag for City - San Francisco. The reports displays with the base data items
for accounts only in San Francisco. Any data elements can be filtered.
By using the client defined Tags/Filters, reports can be filtered to produce refined results, and / or add additional data for a more robust report.