Easily analyse your business data, create insightful reports and customize your dashboard with useful charts and graphs using SoulCRM Reports. The intuitive interface allows you to share powerful reports with your team in minutes. These CRM reports and analytics help you take informed decisions and achieve business goals effectively.
Our sales reports help you find your win or loss rates, predict sales, measure team sales performance, track KPIs and analyse your product/service performance over a period of time. Segment and retain your most valuable customers with our sales performance, sales activity, sales forecast reports.
Get the most out of your marketing campaigns using our lead analytics and email campaign reports. Create reports to track leads by source, employee and industry. What’s more, you have reports in CRM to map invoices created for specific leads and contacts.
Get comprehensive reports on party ledger, payment registers, bills receivables and payables, created and approved vouchers, stock summary.
SoulCRM analytics offers graphical representation of support requests, ticket status and employee wise support workload. You also get reports for your contracts with primary filters like type of contract, start and end dates, services rendered, contract status, etc.
Get detailed reports on stock movements, branch wise and product wise stock summary, stock valuation, location wise inventory status and threshold stock reports. On top of that analyse supplier product list and customer -wise price list easily.
Our data analytics and CRM reporting feature helps you understand your buying trends and make accurate periodical purchase forecast. SoulCRM offers you various reports to analyse material inwards transactions, purchase order data, purchase invoices etc.
Create daily work report of team to ensure productivity. With SoulCRM you can generate employee wise tasks reports and activity reports with graphs as well.
Using SoulCRM you can produce statutory reports for Dealer Excise return, VAT Sales Register, VAT Purchase Register. Our software allows you to create VAT-201B report with details of taxable goods purchase and VAT-201A report with details of taxable goods sold.