Reports for Microsoft CRM and Microsoft CRM Online

Muchmore Business Intelligence offers a variety of pre-defined reports as well as custom report development for your Microsoft CRM system.

Reports and Dashboards allow you to cut through the clutter and see what is important to you.

Muchmore Business Intelligence offers custom report creation for both Microsoft CRM and Microsoft CRM online.  Please contact us with your report specifications for a quote. 

We also offer several pre-configured stock reports that can be purchased, uploaded to your CRM system and you can begin using them right away. 

MBI offers both Fetch XML reports which can be deployed in CRM on-line and custom SRSS (SQL Reporting Services) reports.  

To order a CRM report, please contact MBI by phone at (240) 280-2241, e-mail or our contact form.  We will need a small amount of technical information to make the reports run on your CRM system.  

Click for stock and custom Quote, Order and Invoice Reports

Sample Dashboard (with custom reports):

Lead Reports:

Lead Conversion Time $199 (online and on-premise)
Identify the length of time it takes your organization to qualify and convert a lead.
Includes a graphical representation of time needed to qualify a lead.
Includes lead list sorted by days needed to qualify lead.

Leads Added YTD $99 (online and on-premise)
Graphical count of Leads added in the current year by month.  
Includes lead listing and owner.

Leads Qualified YTD $99 (online and on-premise) 
Graphical count of Leads qualified in the current year by month.  
Includes lead listing and owner.
Layout mimics "Leads Added YTD" report shown above.

Leads Added YTD by Salesperson $99 (online and on-premise)
Graphical count of Leads added in the current year by CRM owner.  
Includes lead listing and owner.

Leads Qualified YTD by Salesperson $99 (online and on-premise)
Graphical count of Leads qualified in the current year by CRM owner.  
Includes lead listing and owner.
Layout mimics "Leads Qualified YTD by Salesperson" report shown above.

Weekly Activities Report $199 (online and on-premise)
Please note, due to HTML conversion, details of emails may not appear in the report.
Report indicates previous 7 days worth of activities.  User can set to a different length of time (e.g. 30 days).
Includes activity listing by owner.
Supports custom activities.