Reports & Dashboards
Reports turn your CRM data into numbers you can act on. Omnisnia ships several built-in reports, lets you build and save your own, and lets you compose dashboards from saved reports and built-in widgets.
Built-in reports
Three reports are ready to use with no setup:
- Pipeline — deal count and total amount grouped by stage, so you can see where your opportunities sit.
- Forecast — your weighted forecast, where each open deal is counted at its stage’s win probability. See weighted forecasting .
- Lead funnel — lead count grouped by status, so you can see how prospects move through qualification.
Custom reports
When the built-in reports do not answer your question, build your own and save it for reuse. A saved report is defined by a few choices:
Choosing what to report on
- Entity — the record type to report on: client, lead, deal, case, or task.
- Group by — how to break the results into rows. You can group by:
- A field of the entity — for example a deal’s
stage, a lead’sstatusorsource, a task’spriority. - A custom field — group by one of your organization’s own fields. See Custom Fields .
- A time bucket — group by when records were created, by day, week, or month, to see trends over time.
- A field of the entity — for example a deal’s
- Measure — what to compute for each group:
- Count — how many records fall in the group.
- Sum — the total of a numeric field.
- Average — the average of a numeric field.
- For sum and average, you also choose the numeric field to measure (for example a deal’s amount).
Filtering
Add filters to narrow the results to the records you care about. Each filter tests one field with an operator:
| Operator | Matches when the field… |
|---|---|
| equals | is exactly the value |
| not equals | is anything but the value |
| contains | contains the value |
| greater than | is greater than the value |
| less than | is less than the value |
| present | has any value |
| absent | has no value |
Filters can test standard fields and custom fields alike.
Saving and running
Save the definition once it is complete, and run it to see the current results. Because a saved definition is stored, running it again always reflects your latest data. You can edit or delete a saved definition at any time.
Dashboards
A dashboard is a named canvas of widgets that gives you an at-a-glance view of your organization. Each widget draws its data either from a saved definition or from a built-in source.
Building a dashboard
- Create a dashboard and give it a name.
- Add widgets to it. A widget’s data comes from one of:
- A saved report you have built, or
- A built-in source — forecast, lead funnel, or pipeline.
- Each widget has a display shape — a KPI (single number), a funnel, a time series, or a table — chosen to suit the data.
Viewing a dashboard
Render a dashboard to see all its widgets populated with current data. You can add, rearrange, and remove widgets as your needs change.
Related pages
- Deals & Pipelines — the pipeline and forecast the built-in views summarize
- Leads — the lead funnel
- Custom Fields — group and filter by your own fields