1
Choose
Open the report for the business question you need to answer.
Insight backed by the underlying records
Understand what is happening across the CRM
Use responsive charts and exact report tables to review performance, exceptions and customer activity without disconnecting analysis from the source data.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
Reports
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
What it includes
Features connected to the same CRM record
- Sales value and pipeline trends
- Quote and invoice outcomes
- Customer growth and category mix
- Task and appointment activity
- Support workload and response status
- Email and workflow activity
How it fits together
A clear workflow from record to outcome
2
Filter
Narrow the date range, user, category or other available dimensions.
3
Compare
Use the chart for patterns and the table for exact records.
4
Act
Return to the CRM records that require attention.
Questions
Frequently asked questions
Do reports include exact tables?
Yes. Charts are supported by report tables so users can review the underlying values.
Are reports mobile friendly?
Reports are designed to adapt to smaller screens, although detailed tables may be easier to analyse on a larger display.
Can access to reports be restricted?
Yes. Reporting access follows the permissions configured for each user.
Start with the core CRM
Create your free Metisseo company account
Set up one free company administrator, then add users and optional services only when they are needed.