Analytics and reporting
Turn daily CRM activity into management visibility
Give every role the information it needs—from today’s pending follow-ups to pipeline movement, service workload and project progress.
Bring one real workflow. We will show how it could work in TargetCRM.
The workflow challenge
A report assembled manually
is already looking backward
If managers wait for spreadsheet consolidation, inconsistent definitions and missing updates become part of every review.
TargetCRM reports from the work recorded by teams during the day.
Analytics and Reporting capabilities
Explore analytics
Dashboards
Build role-relevant views for salespeople, managers, service teams and leadership.
Scheduled reports
Deliver recurring reports to selected users on an agreed schedule.
Focused lists
Create actionable lists using relevant filters—for example overdue follow-ups, open quotations or ageing tickets.
Key metrics
Track operational indicators across sales, marketing, support and projects.
Drill-down visibility
Move from a summary to the records behind it so managers can understand the reason, not just the number.
Make reviews about decisions—not collecting updates
Teams work from shared definitions. Managers identify gaps sooner. Leadership receives a more consistent operating view.
A CRM configured for how your team works
Standard implementations take 2–3 weeks when scope, users and data are ready. Complex migration, integrations or customisation can take longer.
01. Understand
Discuss the workflow and hand-offs.
02. Agree scope
Confirm priorities, users and data.
03. Configure
Prepare the system and supported data.
04.Train & launch
Help teams adopt the new process.
05. Improve
Support the team and refine.
Support is available through online meetings, telephone, chat and the customer portal. Review the implementation approach →
Frequently Asked Questions
Before you choose your CRMStart with your workflow, users and tools—not a generic feature checklist.
How long does implementation take?
Standard implementations take 2–3 weeks when scope, users and data are ready. Complex requirements can take longer.
Can we use our existing process?
We review the workflow, then agree what to configure, integrate or handle in a later phase.
Which support channels are available?
Online meetings, telephone, chat and a customer portal.
Start with one real example
Show us where customer work gets stuck.
A missed follow-up. A sales-to-delivery handover. A service escalation. Bring the process you want to improve.
Email connect@targetcrm.cloud with your workflow and user count.
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