SugarCRM Reporting


SugarCRM Reporting turns the data you store in your CRM into actionable information. This is where you can monitor your businesses performance across the entire business.

With a click of a button you can use your reporting tools for Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. You can customize your Dashboard to suit the way you want to see the report and what reports you want to see. Track your key metrics across the entire organization.You can then drill down into these reports and explore the data impacting your business.


  • Create real-time reports and dashboards on any CRM metric, without having to rely on administrators for support
  • Monitor the effectiveness of marketing programs, sales opportunities, and support cases
  • Share/restrict access to reports and dashboards across teams
  • Review HTML-5 compliant charts on tablet computers such as Apple iPad.

Reporting: Dashboards

SugarCRM Dashboards provides you with real-time information about leads, opportunities and accounts. With automatic consolidation of sales data from across your teams you can set up your dashboards to reveal the information needed to drive performance across your business.


  • Present user-specific information about sales opportunities and progress
  • Consolidate sales information from across the business for executives
  • Customize charts and reports based on key metrics
  • Drill down on charts to understand account progress and individual performance

Reporting: Marketing Analytics

Measure the effectiveness of your marketing campaigns with SugarCRM Marketing Analytics, from the initial offer to a closed sales opportunity. Assess the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate to gain a full picture of how marketing programs impact the sales pipeline.


  • Understand the ROI of marketing programs
  • Track which channel is most/least profitable
  • Replicate successful campaigns in a few simple steps

Reporting: Sales Trends

SugarCRM Reporting gives your sales team the insight needed to adjust to changing business conditions. On one screen, you can monitor the pipeline of sales representatives by sales stage, view how many calls each rep has made over a given time period, and monitor closed and expected revenue for the quarter. Take advantage of the strong reporting and charting capabilities to create personalized dashboards that update whenever information changes.


  • Present user-specific information about opportunities
  • Consolidate sales data for executives
  • Customize charts and reports based on key metrics
  • Drill down on charts to understand performance

Reporting: Case Reports

Monitor customer problems and how well your customer support team is solving these issues with SugarCRM Case Reports . Measure open cases by time period, support representatives, priority, and entitlement. You will gain a better view into customer satisfaction and support organizational performance.


  • Monitor the effectiveness of case responses
  • Identify and prioritize customer problems
  • Measure how issues are resolved across individuals and teams

Reporting: Customer Profiles

Get a better  understanding of who your customers are with SugarCRM Reporting . Reports and dashboards show customer profiles by industry, geography, company size, product assets, revenue and other important attributes. Now you can better manage existing relationships and build new ones.


  • Understand your customer base and how it changes over time
  • Parse by industry, revenue, time, geography, and other attributes
  • Deliver relevant reports based on concrete data