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Reports, Dashboards and KPIs

One of the most important aspects of a CRM is generating useful reports. Reporting is critical to helping management make better business decisions.

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MYOB CRM will be the centre of your business. All leads, sales, stock, delivery, projects, task and financial data are accessed in the one place, making reporting powerful and streamlined.

Capture Data

MYOB CRM integrates with accounting software, websites, payment gateways, phones and more to capture data automatically saving time on re-entering data.

Real Time

Not only does MYOB CRM contain historical data, but it also has real time data, so that you can make better decisions faster and see where your customers are in the sales cycle.

Report + Measure

Prebuilt or custom reports and filters gives the data you need quickly and in the format you need. The Kanban views can be used to quickly understand data. You can also set targets to measure performance and easily view on one screen.

Reporting and Performance Tracking

Keep Sales Alive by Setting up Drip Feed Marketing Campaigns is great way to convert more with less effort.

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Kanban View

Easily view, drag & drop leads between stages of the sales funnel

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Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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Task Management

Schedule tasks and events against your leads, customers, work orders & projects

Choose how you track your business

Customise Your View

Switch between CRM views based on what works for you. Customise what data you show, share with team members or download your report. Schedule tasks and events against your leads, customers, work orders & projects

Easy reporting generated instantly

Automate Reports in Tailored Dashboards

Automate lead to customer activity reports, view in tailored dashboards. See where your leads are coming from, what is converting, what open opportunities your business has and what revenue has been generated. If the data goes into CRM, it can easily be presented as a report, ready to view, share, download and act on.

Organise your data and use to work smarter

Goodbye Excel Reports

MYOB CRM takes your customer's information and links it to all operational and sales activities across your business. The flexible grid view is a filterable Excel-style format that lets you filter and sort items in a traditional way. Create and save custom filters and layouts to drill into detail.

See your prospects, leads and customers on an interactive Google Map

Map View

Map view lets you visualise the location of your customers, leads and opportunities, and lets you drag and drop meetings to help you plan on-site visits.

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