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CRM

CRM Reporting Solutions with Power BI, Tableau & Excel

LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

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Unlock the full potential of your CRM data with advanced reporting and analytics. At Report Simple, we transform raw customer relationship management (CRM) data into actionable insights, helping businesses enhance customer engagement, optimise sales pipelines, and improve decision-making. Our expert team specialises in integrating platforms like Salesforce, HubSpot, Zoho, and Dynamics 365 with Power BI, Tableau, and Excel to deliver dynamic, real-time reports tailored to your business needs.

KEY FEATURES

  • Seamless CRM Integration – Connect Power BI, Tableau, or Excel with leading CRM platforms like Salesforce, HubSpot, and Zoho.

  • Custom Dashboards & Reports – Gain instant visibility into sales performance, customer trends, and retention strategies.

  • Automated Data Refreshes – Keep reports up to date with live data syncing for real-time insights.

  • Enhanced Sales & Marketing Insights – Identify opportunities, track KPIs, and make data-driven decisions with ease.

OTHER INDUSTRIES

Fitness and Wellness

Technology / SaaS

Pharmaceuticals and Life Sciences

Legal / Law Firms

Agriculture / Agribusiness

Construction

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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