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MADCRM Reporting & Dashboards

See sales, tasks, support and marketing performance clearly.

Use live dashboards and reports to understand lead flow, task completion, customer activity, social performance and team output.

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Reporting & Dashboards for small businesses

Use live dashboards and reports to understand lead flow, task completion, customer activity, social performance and team output. It is designed for busy owners, managers and teams who need simple, joined-up software without unnecessary complexity.

  • Track lead counts, conversion, booked work and revenue indicators.
  • See task completion, overdue work and user activity.
  • Monitor support and social planner performance in context.
  • Make better decisions with connected business data.

Use reporting & dashboards to simplify operations, improve customer relationships and keep important work moving from one platform.

Connected reporting & dashboards software

Reporting & Dashboards without another disconnected subscription.

MADCRM keeps reporting & dashboards connected to the same customer, company, task and reporting records used by the rest of the team, reducing duplicated updates and lost context.

1

Bring work in

Capture or create each reporting & dashboards record using the channels and integrations your team already uses.

2

Assign ownership

Give every reporting & dashboards follow-up, approval and next action a clear owner and due date.

3

Keep context

See the customer, company, conversation, files and reporting & dashboards activity without searching separate apps.

4

Measure results

Use shared dashboards and reporting to understand reporting & dashboards progress and spot work needing attention.

What can my team do with reporting & dashboards?

Start with the reporting & dashboards workflows listed above, connect them to live customer work, and add structure gradually without a complicated rollout.

Does reporting & dashboards work with the rest of MADCRM?

Yes. Reporting & Dashboards sits alongside leads, customers, projects, tasks, support, marketing and reporting so records can move through the business with their context intact.

More MADCRM tools

Explore more tools that connect with reporting & dashboards.

All features

Lead Management

Turn website forms, WordPress enquiries, Facebook Lead Ads, Google Ads and imports into organised CRM records your team can actually follow up.

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CRM & Customer Management

Store contacts, companies, notes, meetings, deals, documents and customer history so your team can give a joined-up service.

Learn more

Sales Pipeline

Manage projects and deals across companies, contacts, stages, values, owners and linked task lists.

Learn more

Task & Team Management

Assign tasks, deadlines, departments, reminders, comments and attachments so follow-ups move without inbox chasing.

Learn more

Ready to run your business from one platform?

Start your free trial today. No setup fees, no long-term contracts, just one connected platform built to help your business grow.

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