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On-Demand Coffee Break Series – How to Take Your CRM Reporting to the Next Level
Take Your CRM reporting to the Next Level!
During this on-demand webinar BrainSell discussed when to use Sugar Reporting vs. Sapiens.BI. This coffee break also included a demonstration that covered:
- Time-based reporting
- Reporting on multiple modules at once
- Data manipulation within your CRM, including calculated columns and pivot tables
- Scheduling and distributing reports in multiple formats
- Filtered dashboards and advanced visualizations
Watch the recording below:
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