Create and customise layouts
Design dashboard layouts that match how your team reviews the business each day.
Turn connected CreataCRM data into insights your team can act on.
CreataCRM brings customer, sales, jobs, warehouse and marketing information into customisable dashboards and professional business reports — so you can monitor performance across the business from one platform.
Example dashboard — click to enlarge
Build the views your business needs. CreataCRM lets teams create and customise dashboard layouts — personal or shared — with charts, KPI cards, tables and filters on the same data your CRM already holds.
Design dashboard layouts that match how your team reviews the business each day.
Keep a private view for your role, or share a layout with authorised staff.
Arrange areas and widgets with drag-and-drop style layout design where supported.
Use bar graphs, funnels, doughnut charts and other chart types to present trends clearly.
Surface summary numbers and status indicators alongside detailed charts and tables.
Add business data widgets and tables so lists and metrics sit in the same view.
Focus a dashboard on the period that matters — today, this month or a custom range.
Where enabled, use advanced options including pivot tables, gauges and maps.
Dashboards and reports sit on the same CreataCRM records your team already uses — so you monitor customers, sales, delivery and marketing without starting again in a separate analytics tool.
Monitor customer records, activities and follow-ups so your team can see who needs attention and what has already been done.
Track pipeline progress, salesperson activity and closed outcomes so managers can see how work is moving through the sales process.
Review job status, task progress, scheduling and work activity so office and field teams stay aligned on delivery.
Keep stock levels, warehouse operations and fulfilment information visible when inventory and picking drive the day’s work.
Review campaign activity and email marketing performance alongside the same customer database your sales and service teams use.
Where enabled, use reporting dashboards associated with supported accounting integrations so CRM and accounts stay connected.
CreataCRM includes report-design capabilities for creating and customising business reports and documents — not only interactive dashboards. Design quotes, invoices, job sheets, pick lists and branded templates, with PDF output and email delivery through configured workflows.
CreataCRM workflows can generate reports, export supported data and deliver reports by email on a schedule — helping teams reduce repetitive reporting work. Delivery is configured through workflows, not a separate report-scheduler screen.
Produce the business documents or report outputs your process needs from connected CreataCRM data.
Where workflow exports are supported, deliver data for Excel or CSV as part of that process — not as a universal report-screen export.
Use scheduled workflows to email reports to the right people when they need them.
See Workflow Automation and Sales automation examples.
Real CreataCRM dashboards and business reports built from the same connected customer, sales and warehouse data.
An example of a custom CreataCRM dashboard combining monthly opportunity trends, pipeline stages, salesperson performance and win/loss reporting in one view.
An example warehouse stock count and adjustment sheet — print-ready inventory reporting by location, with quantity on hand and space to record counted stock.
An example customer buyer-behaviour view — item invoices pivoted by salesperson and month, with sales totals and period KPIs in one interactive cross-tab.
An example of charts and live grids working together — select a date range on the chart and drill into the matching invoice rows with filters, grouping and export.
Book a demonstration of customisable dashboards, business reports and automated delivery using the customers, sales and operations data your team already works with.