Custom reporting

 

Reporting Wizard

The Claromentis Sales Manager application offers comprehensive reporting. Designed for ease of use, the point-and-click wizard allows non-technical users to generate a wide range of reports in nine easy steps.

Reports can be made available to any users to run when needed, and will show project and territory data relevant to the permission level of individual users. In this way, the individual reporting requirements of individual teams, as well as larger regions containing multiple business units, can be satisfied.

 

Reporting features include:

 

• Detailed report categorization 
• Title, description, territory and project 
• Generation by company, opportunity or activity 
• Optional default currency selection 
• Option to link report to a specific territory or project 
• Pre-filtering based on object properties 
• Optional field grouping 
• Optional field selection for output in the report 
• Post filtering
  
  
  

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Key Features

• Overview
• Permission-based access
• Definable Metadata
• Configurable lead-cycle stages
• Product Catalogue
• Multiple-currency handling
• Opportunity management
• Access to sales documentation and resources
• Automated workflows
• Easy search, filter and sort functionality
• Forecasting
• Lost and won analysis
• Lead-cycle duration reports
• Custom reporting

 

Software Demonstration

 

Datasheet