Obtain the information that you need when you need it. Customize reports and save them so they are at your fingertips for future use.

Customizable Reports

Create your own reports from a wide array of inputs and have them automatically sent to your email daily, weekly, or monthly. Lead your sales groups to success by having the information to make good decision and analyze potential problems.


Flexible, customizable dashboard options allows your staff to personalize their desktop to meet their needs. Create multiple reports to display on multiple dashboards as needed.

Source of Sales Reporting

One of many reports is the source of sales (referrals, social media, home shows) reports which can be established for any date range and filtered based on your criteria.

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