Advanced Filtering
Narrow report results using operators designed for text, numeric, date and selection fields.
Turn CRM data into useful insight
Build CRM reports, analyze your data and make more informed decisions
View standard reports, create your own custom reports, filter and group results, calculate totals and export your data in different formats.
Create custom reports around your business needs
Analyze data with filters, grouping and calculations
Export reports and use AI-assisted analysis
Analyze customer, sales, opportunity, activity and other CRM data in one reporting environment.
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General Report
Sales Performance
Last 30 Days
New Opportunities
128
Won
46
Win Rate
%36
Sales Trend
6-Month View
General Reports
Custom Reports
Advanced Filters
Grouping and Aggregates
Data Export
AI Analysis
CRM reporting
See what is happening across your business at a glance
DinamikCRM reporting helps you analyze data from the modules you actively use and make your business processes more visible.
Along with standard reports, you can build custom reports tailored to your own needs and prepare focused analysis for your teams.
View reports for companies, leads, customers, opportunities, sales and other CRM modules
Create reports from different modules according to your needs
Narrow results by date and user
Evaluate results using tables and charts
CRM Reports
Live Data
Company Records
38
Leads
57
Sales Opportunities
21
Activities
74
Custom reports
Build reports around the questions you want to answer
Select the module you want to report on, choose the columns you need and create a report focused on the data that matters to you.
Select the module that will provide the report data
Choose the columns you want to display
Customize reports with filters, grouping and aggregate calculations
Custom Report
Sales Analysis
Module
Sales Opportunities
Columns
Filter
Amount > 0
Analyze data in more detail
Filter, group and turn records into meaningful results
Use filtering and grouping tools to transform large CRM data sets into focused reporting results.
Grouping
Group records by stage, industry, user or other fields to analyze data by category.
Aggregates and Calculations
Use sum, count, average, minimum and maximum calculations on appropriate numeric fields.
Date Ranges
Analyze reports for a specific date or date range to compare results across periods.
Chart View
Visualize grouped data with suitable charts to interpret results more quickly.
Data Export
Export prepared reports to supported file formats for sharing or archiving.
Take your reports beyond the CRM
Export reports in the format you need
Export prepared reports in different file formats for further analysis, sharing or presentation.
Export report data to Excel, CSV, JSON and XML
Create shareable outputs using PDF and PPTX formats
Use HTML output for additional reporting scenarios
Excel
CSV
JSON
XML
PDF
PPTX
HTML
AI-assisted analysis
Get additional insights from reporting data with AI
For supported reports, AI analysis can help interpret data distributions and highlight areas that may deserve additional attention.
Interpret report results with AI assistance
Identify notable patterns and areas that may require attention
Analyze aggregated results without sharing sensitive customer data
AI Analysis
Lost Opportunity Analysis
Only aggregated results are used for analysis; customer names and sensitive data are not shared.
1. Lost Due to Price
A notable share of lost opportunities appears to be related to price sensitivity.
2. Competitor Selected
Some opportunities indicate customers choosing alternative providers.
Why CRM reporting matters
Turn CRM data into information that supports better decisions
CRM reports can help you understand not only what happened, but also which parts of your processes may need attention or improvement.
Better Visibility
See customer, sales and operational results more clearly.
Faster Analysis
Use filters and ready-made reports to reach the information you need more quickly.
Data-Driven Decisions
Support business decisions with measurable CRM data instead of assumptions.
Team Performance
Evaluate team and process results using user-based and operational reports.
Process Improvement
Identify bottlenecks and recurring patterns that may point to improvement opportunities.
Centralized Data
Analyze data from different CRM modules using a consistent reporting approach.
Related DinamikCRM capabilities
Strengthen reporting with other CRM capabilities
Combine DinamikCRM reporting with AI, Dynamic Modules and CRM processes to create a more flexible working environment.
AI-Powered CRM
Explore AI-assisted analysis and other AI capabilities available across DinamikCRM.
ExploreDynamic Modules
Create custom modules and fields, then build reports on the data structures your business defines.
ExploreCRM Software
See how customer, sales and business processes can be managed from a centralized CRM platform.
ExploreMake your CRM data more meaningful
Create reports, analyze your data and manage business processes with measurable results in DinamikCRM.
Frequently Asked Questions
Common questions about CRM reporting
What is CRM reporting?
CRM reporting is the process of viewing, filtering and analyzing customer, sales, opportunity, activity and other CRM data according to defined criteria.
Can I create my own custom reports?
Yes. You can select the module you want to report on, choose the columns you want to display and customize the result with filters.
Can I filter CRM reports?
Yes. You can define one or more filters using operators appropriate for text, numeric, date and selection fields.
Can report results be grouped?
Yes. Records can be grouped by fields such as stage, industry or user, while sum, count, average, minimum and maximum calculations can be applied to suitable numeric fields.
Which formats can reports be exported to?
Reports can be exported to supported formats including Excel, CSV, JSON, XML, PDF, PPTX and HTML.
Can AI analysis be used with reports?
AI-assisted analysis can be used with supported reports. Aggregated results can be evaluated without sharing customer names, contact details or other sensitive customer information.
See your data, analyze it and make stronger decisions
Use DinamikCRM reporting to measure business processes, create custom reports and get more value from your CRM data.