New Feature Update
We are happy to share the newest (and free!) additional features available in the latest version (v.2.1.233+) of the Analytic Reporting Tool PRO for SuiteCRM.
Users can now filter data based on the counted and summary values, which opens a number of new possibilities to improve your sales. Below are a few examples:
- Follow up on customers unattended, such as in the last 90 days
- Follow up on customers who have approached at least twice or more, or have reached a certain amount of purchases
- Add a summary chart to your dashboard that displays unattended, interested and high-volume-buying customers per each sales rep
Watch Video Tutorial
Learn about these fresh features and how you can apply them to your business.
About Analytic Reporting Tool
Developed by our team at IT Sapiens, the Analytic Reporting Tool add-on for SuiteCRM helps you produce effective, thoughtfully-designed reports with charts in a quick, simple way. It’s easy to use with an elegant design, quick setup, and comes stocked with 100+ prebuilt reports to make your reporting efforts a breeze.
The best part? This reporting tool has been designed for anyone to use – there’s no need to be a programmer, have technical knowledge, or understand SQL.
More video tutorials to help you master the Analytic Reporting Tool
Creating User-Defined Functions
Create New Report
Report Editor Basics
Chart Basics
Installation and Upgrade Guide
More Support
Let us know if you have any questions or if we can help you in any way with our product. Feedback and recommendations are always appreciated. We are here for you: info@itsapiens.eu
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Accounts Global View
Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.
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Express Subtheme
Express Subtheme was developed based on the core SuiteCRM SuiteP theme. The theme has a modern design and color scheme, plus is very easy to integrate and use.
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