Turn Your CRM Data into Clear, Actionable Insights
Data is only valuable when the right people can see and act on it.
We build custom reports and dashboards in vTiger CRM that give management, sales and support teams real-time visibility into the numbers that matter.
We design reports around the decisions people actually make — for example, which leads need attention today, which reps need coaching, and which products or sources generate the most revenue.
Reports Built Around Decisions
A CRM is only as useful as the answers it gives. Out-of-the-box reports tend to list records; managers need to know what to do. Which deals are slipping? Which sources deserve more budget? Which tickets will breach their targets this afternoon? Good reports start from questions like these.
We work with your managers to define the questions, the metrics behind them and the people who need each view. Then we build the reports, charts and dashboards in vTiger: pipeline by stage and owner, win and loss analysis, activity and call metrics, lead source performance, ticket ageing and SLA risk, renewal forecasts and revenue summaries. Dashboards are designed by role, so a rep sees their day and a director sees the business.
Where standard reports are not enough, we build custom reports and widgets with SQL and charting, and we make sure they respect vTiger's roles and sharing rules so nobody sees data they should not. Reports can be scheduled and emailed daily, weekly or monthly, and exported to Excel or PDF for people who prefer them.
For heavier analysis, such as combining CRM data with accounting, telephony or web analytics, we connect vTiger to Power BI, Tableau or Superset and keep the CRM as the operational system. Every report is documented with its definition, so people agree on what a number means.
What We Deliver
Everything included in this service, from the first scoping call through to launch and support.
Custom Reports
Reports designed around your exact KPIs.
Visual Dashboards
Charts and widgets for quick insights.
Role-Based Views
Different dashboards for managers and agents.
Scheduled Reports
Automatically emailed reports on a schedule.
Sales Forecasting
Pipeline and revenue projections.
Export & Sharing
Export to Excel or PDF and share easily.
Key Benefits
What this means for your business once it is live.
Decision-Focused Reports
Answer the questions managers actually ask.
Role-Based Dashboards
Different views for reps, managers and executives.
Scheduled Delivery
Reports arrive by email when people need them.
Respects Permissions
Users see only the data their role allows.
Custom Beyond Defaults
SQL reports and widgets cover special needs.
Clear Definitions
Documented metrics reduce disputes about numbers.
How It Works
Define KPIs
We agree the metrics each role needs to see.
Prepare Data
Fields and processes are adjusted so the data is reliable.
Build Reports & Widgets
Reports, charts and dashboards are created in vTiger.
Automate Delivery
Key reports are scheduled to arrive by email.
Real-World Use Cases
Sales Leaderboard
A dashboard ranks reps by revenue, deals won and activity this month.
Support SLA Monitoring
Managers see tickets close to breaching response-time targets.
Lead Source Analysis
Marketing compares conversion rates for website, ads, referrals and events.
Common Challenges We Solve
Reports That Only List Records
We design reports around decisions, with summaries, trends and exceptions.
Manual Weekly Reporting
Scheduled reports remove the weekly spreadsheet exercise.
Conflicting Numbers
Shared definitions ensure everyone uses the same metric.
Data in Several Systems
We connect other data sources to BI tools when the CRM alone is not enough.
Why Choose Xirgosoft
- Faster, data-driven decisions
- Real-time visibility across teams
- Less time building manual spreadsheets
- Clear performance tracking
Technologies & Platforms
Who This Is For
- Sales managers tracking pipeline and performance
- Support leads monitoring SLAs
- Marketing teams measuring lead source quality
- Executives needing a daily or weekly snapshot
- Companies wanting scheduled, role-specific reporting
What Is Included
- KPI workshop with your managers
- Report and dashboard design
- Custom report and widget development
- Scheduling and export setup
- Permission checks
- Training and documentation
Frequently Asked Questions
Can we get reports that vTiger cannot create by default?
Yes. We build custom reports using SQL and custom widgets when standard reports are not enough.
Can reports be emailed automatically?
Yes. Reports can be scheduled daily, weekly or monthly.
Can each user see only their own data?
Yes. Reports respect CRM roles and sharing rules.
Can data from other systems be included?
Yes, if that data is synced into the CRM or accessible via API.
Can we see forecasts?
Yes. We build pipeline and revenue forecasts using your stages and probabilities.
Can dashboards show live data?
Dashboards read from the CRM, so they update as data changes, within the refresh behaviour of each widget.
Can we compare periods?
Yes. Reports can compare months, quarters and years, and show trends.
Do you work with Power BI as well?
Yes, for deeper analysis that combines CRM data with other sources.
Get dashboards that show what matters most.
Talk to our experts today for a free consultation and quote.