Management Reporting

Reports include extensive analytical and reporting options on all levels,ranging from relationship manager, through team and group leaders, up to division manager.

Because this is a strategic tool, the Innovations CRM puts special emphasis on purposeful management analyses.  The structured input of all maintained data facilitates powerful analyses at multiple levels of summation (employee, team, department, customer segment, contacts, etc.), and includes: 

  • Ad hoc reporting

  • Supplementary automatic, periodically generated reports in pdf

  • Flexible compilation of reports and evaluations, such as monthly reports in pdf

  • Preparation of figures in tables and illustrations using a variety of chart types

  • Appraisal of information and preparation of reports in each respective operator’s folder

The Innovations CRM produces a unique dashboard for the management.