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.
What We Deliver
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.
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.
Why Choose Xirgosoft
- Faster, data-driven decisions
- Real-time visibility across teams
- Less time building manual spreadsheets
- Clear performance tracking
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
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.
Get dashboards that show what matters most.
Talk to our experts today for a free consultation and quote.