EspoCRM sales pipeline and forecast reports
Building sales reporting in EspoCRM: grid reports of opportunities by stage, owner and month, currency handling, charts on dashboards and joint grid reports comparing targets.
EspoCRM reports and dashboards
Reporting in EspoCRM with the Advanced Pack: list, grid and joint grid reports, scheduled report emails, report-based filters and panels, and user dashboards.
Emailing EspoCRM reports on a schedule
Sending weekly pipeline or support reports from EspoCRM to managers: report email sending settings, recipients, formats and access rules for recipients.
EspoCRM report-based list filters and record panels
Using reports inside everyday screens: list view filters built from reports and report panels on record detail views, and the role access they need.
Designing EspoCRM dashboards for sales and support
Setting up role-specific dashboards in EspoCRM: dashlets, tabs, default layouts for new users, locking dashboards and admin edits of user dashboards.
Syncing EspoCRM reports to target lists for campaigns
Keeping campaign audiences current by syncing report results into target lists, and combining them with exclusion lists and opt-outs.
Sharing EspoCRM reports with portal users
Giving customers or partners report access in the EspoCRM portal: portal access to reports, portal roles and limiting data to the portal user's account.
