Want the ability to perform custom Batchbook reporting? Whether it's simple reports on your sales pipeline or in depth CRM analysis, Easy Insight can get you that visibility in a couple of clicks!
Need to build Batchbook reports on your companies, communications, deals, or todos? Easy Insight gives you the ability to create simple lists of contact information, pie charts of deal dollars by company, line charts of contact creation over time, and anything else you may want! Ad hoc report creation allows you to drag in fields from any of the key Batchbook subject matters to create the reports you need to manage and optimize your sales activities. You can apply dynamic filters to restrict the data down to a particular date range, show only deals matching a certain tag, or only open cases.
Whether it's a pie chart showing your deal amounts by category, a tree giving you a hierarchical report on your prospects, or a simple list of contacts with a variety of optional filters, our rich library of prebuilt reports can help you get a quick start. You can take any of our prebuilt reports and modify them to meet your specific business need, all within a rich web interface designed to be accessible to business users. Build a particularly cool report? You can add it to help others with a single click.
You can export your reports into Excel, PDFs, PNG, or simple HTML tables. Set up recurring email delivery of reports so that you have the latest update on hot deal status waiting in your mailbox every morning. Want to add probability of close to your deals? Industry to your contacts? Easy Insight provides you with the functionality to easily extend your Batchbook reporting with custom fields. Have Constant Contact too? Combine your Batchbook and Constant Contact data to create a single cohesive view of prospect activity.