5,000+ Report, Dashboard and KPI Templates
CRM
Account – 50 KPIs | Samples |
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Provides information about CRM accounts such as names, parent accounts, account age, acct managers, location and location stats (such as households, median income, population and time zone). | |
Activity – 50 KPIs | Samples |
Provides information about CRM activities, combining information from tables such as activity history, accounts, contact and acct managers. | |
Cases/Tech Support – 680 KPIs | Samples |
Provides information about CRM tickets/tech support, combining information from tables such as ticket/tech support, accounts, contracts, urgency, ticket problem, solution, contact and acct managers. | |
Lead – 50 KPIs | Samples |
Provides information about CRM leads such as lead and contact names, conversion data and location. | |
Opportunity – 1,000 KPIs | Samples |
Provides information about CRM opportunities, combining information from tables such as opportunities, accounts, campaigns, products, leads and acct managers. |