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CRM Dashboard

Highrise Reports and Dashboards from Easy Insight

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Report

Create beautiful sales reports and dashboards

Extend

Add custom calculations and combine additional web apps

Take Action

Update leads and deals right from your reports

Highrise Reports Made Easy

Build the Highrise reports and dashboards you need to improve conversion rates, accelerate sales cycles, and meet your quotas. Chart your sales and map your leads. Drill down into the specific deals, leads, and activities.

Sales Dashboard

Two Way Reports to Improve Productivity

Improve your productivity by updating your Highrise data directly from your reports. Save time by quickly filtering down to the leads or deals you need and making changes.

“It [Easy Insight] also hugely improved the view of our daily, weekly, and monthly cashflow performance and forecast,” Panton said. “Immense value for the money for what it gives you. [Easy Insight] is also great for sending out daily email reports based on data that is pulled from Highrise automatically, everyday.”

Two Way Editing Sample

Integrate and Automate

Use integrations to click on a deal and create a project in your project management system, then track its metrics between sales and services in a single dashboard. Automate workflows to move data between systems, saving yourself from tedious manual work.

Integration Sample
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