CRM Reports

Automate CRM Reports in Minutes

  • All your CRM data in one place
  • Receive automated CRM reports via email or in Slack
  • Share your CRM reports easily
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    CRM report

    What is a CRM report?

    A CRM report focuses on customer relationship management metrics, such as lead conversion rates, customer retention, sales pipeline efficiency, and customer satisfaction, providing insights to improve customer interactions and enhance business relationships. It tells you which CRM efforts are working, which are not, and recommends opportunities for growth. A great CRM report includes an overview, key metrics, and recommendations on what to do next.

    CRM analytics reporting

    How to create a CRM report?

    The amount of CRM data is growing every day, so it’s important to showcase your metrics in an easy-to-understand format. Make sure that your CRM report is concise, broken down into clear sections, and visually appealing. Here’s what to include in your CRM report:

    1. Overview

    The overview is a short summary in plain English that explains what happened with CRM over the recent reporting period.

    2. KPIs with key metrics

    KPIs show how effectively you’re hitting your CRM goals. By measuring the changes in the key CRM metrics, such as lead conversion rate, customer retention rate, sales pipeline stages, and customer lifetime value you'll know whether you’re making progress towards your goals.

    Automated Reporting

    3. Charts

    Charts provide a visual representation of your data, making it easier to identify trends and patterns. Include charts that illustrate key metrics such as lead conversion rate, customer retention rate, sales pipeline stages, and customer lifetime value. Use bar charts, line graphs, and pie charts to display data clearly and effectively.

    Automated Reporting

    4. Recommendations

    This section outlines the next steps you can take to improve your performance.

    CRM reporting software

    Automated CRM Reporting

    With Narrative BI, you can automate your CRM reports in minutes. Here’s how to do it in three easy steps:

    1. Connect your CRM data source in a few clicks.

    1. Connect your CRM data source such as Salesforce in a few clicks.

    2. Drag and drop the KPIs, such as lead conversion rate, customer retention rate, sales pipeline stages, and customer lifetime value as you customize your report.

    3. Set the reporting schedule.

    Reporting schedule

    When you are done, you will receive automated CRM reports by email or in Slack. You can also easily share the reports with your team by clicking the “Share” button in reports.

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