Reports & dashboards
Your numbers, without a query language.
Group, filter and chart the records you already have. Money exact to the paisa, a date range that knows the year starts in April, and a dashboard waiting for each app.
- No SQL
- Exact money
- A dashboard per app
In short
SimplCRM builds reports without SQL: choose an object, the fields, the filters and how to group and chart, and the CRM runs it over the records you already have. Money totals as exact decimals so a report agrees with the invoice to the paisa, date ranges follow the April financial year, and each of the ten apps opens on a dashboard of its own key figures rather than an empty list.
Where a business stands, at a glance
Pipeline, wins and cash on one dashboard — every figure traceable to the records behind it.
- Builder
Object, filter, group, chart
Four choices make a report. The reporting layer is typed, so you pick from real fields and measures instead of hoping a hand-written query matches the schema.
- Exact
The report matches the invoice
Totals are exact decimals, not floating point, so the number on the dashboard is the number on the document — no rupee of drift to explain in a review.
- Per app
A dashboard already waiting
Each of the ten apps opens on the figures that matter to it, so a person lands on their numbers rather than building the same report on their first morning.
What people report on
How is the pipeline actually doing?
Open deals grouped by stage, totalled, and charted — the report a sales meeting is run from. Because deals advance on real events rather than optimism, the figure means something: what sits in Negotiation is there because a quotation went out, so the forecast is built from evidence rather than from what somebody dragged on a Friday.
What did we invoice, and has it come in?
Invoiced value grouped by customer or by month, and — because accounting lives in the same workspace — receipts against it. A report can show what was billed and what is still outstanding without exporting one number from billing and another from the bank, then reconciling them by eye in a spreadsheet.
How did a rep’s day go?
The rep’s day report gathers calls made, leads worked, conversions and wins into one view, built from the activity that was actually logged. A manager reads the team’s version to see who is busy on what, rather than asking in a stand-up and writing it on a whiteboard.
Does a date range understand the Indian year?
Yes. The financial year starts in April, so year-to-date in June is April to June, and a report can be run for a quarter, a month or a custom range. Amounts read in the lakh-crore grouping throughout, because a report your accountant cannot read at a glance is a report you will rebuild.
FAQ
Questions people ask
Can I build a report without knowing SQL?
Yes. Reports are built by choosing an object, the fields to show, the filters to apply and how to group and chart the result — no query language. The same typed reporting layer the assistant uses sits underneath, so a name that is not a real field is an error rather than a broken query.
Are the figures reliable?
Money is stored and totalled as exact decimals, so a report agrees with the quotation and the invoice to the paisa rather than drifting by a rupee across a thousand rows. A date-range filter means a year-to-date figure covers the Indian financial year from April, not the calendar year.
Is there a dashboard for each app?
Yes. Every one of the ten apps — sales, quotations, cases, accounting, attendance and the rest — opens on a dashboard of the figures that matter to it, so a person lands on their numbers rather than an empty list.
Can a rep see their own day?
Yes. A rep’s day report gathers their calls, the leads they worked, conversions and wins into one view, and a manager can read the same for the team — built from the activity that was logged rather than from a status meeting.
Build a report in five minutes.
Import a month of deals, group them by stage, and chart the pipeline without touching a query.