Monitor Marketing, Sales and Customer Support Metrics Like Never Before
Sugar dashboards and reports are built to give you the most accurate, up-to-date insights on leads, opportunities, support cases, and more. Our intuitive customer experience dashboards and easy-to-customise reports have been designed to ensure you’ll gain a deeper understanding of your customers and accounts. Strengthen existing relationships and build new ones, from one extraordinary customer experience to another.
Extract More Insights
Monitor key performance indicators across Marketing, Sales and Customer Service, and track changes in real time.
Inform Better Decisions
Easily extract the exact information you need with customised settings, views and advanced filtering.
Customise with Confidence
Tailor reports and dashboards to fit your needs at any time.
What can you do with Sugar’s real-time CX dashboards and reports?
Act quickly with real-time insights
Minimise response rates by viewing new information as it happens with real-time dashboards and reports. Whether you want to analyse sales trends, view customer support metrics, or see a snapshot of customer profiles, you can get the latest insights without having to rely on administrators. Quickly dive into the latest dashboard data based on attributes like industry and geography to monitor how your customer base is changing over time.
Get the exact reports you need
Easily customise charts and reports based on the information that matters most to you, and filter as needed to analyse performance. Users can personalise dashboards to see critical insights at a glance, and customise dashboard settings to display data in a variety of formats. It’s your CRM reporting, done your way.
Manage and monitor with ease
Build consistent customer experiences and better anticipate business outcomes with the ability to monitor anything from individual or team performance to how customer cases are progressing. Advanced features make it easy to automate the process of consolidating data from various teams into one cohesive report.
Go even further with Predictive Forecasting
When you’re ready for more insight, Predictive Forecasting’s unique time-aware analytics tracks in-depth metrics and KPIs—proactively alerting users when new issues or opportunities arise. This exclusive, automated analysis is completely hands-free and highly effective. It’ll take your CRM data to a whole new level, enabling you to answer the most elusive questions about your business. Your teams will spend more time in meaningful engagement with customers than digging through data.