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MarketingPilot CRM - Reports

With customizable reports and dashboards, sales managers and executives have instant access to the real-time data and analysis they need. Easy-to-use sales analytics tools help managers analyze sales pipelines, perform win-loss analyses, create historical trend analyses, and more. Dashboards pull it all together, providing instant access to a consolidated, real-time view of sales data. MarketingPilot provides users with a comprehensive reporting solution that enables the creation, management, and delivery of both traditional, ink-on-paper reports and interactive, web-based reports.

Standard Reports
MarketingPilot includes a broad range of standard reports. Export any report to Microsoft Excel or Adobe Acrobat with a single click.

Report Authoring
Marketers can create custom reports and explore MarketingPilot data using the powerful and easy-to-use Business Intelligence Studio. Export reports to formats such as Microsoft Excel, Adobe PDF, HTML, etc.

Report Management
Powerful report management features enable a high degree of control. Reports can be added to the MarketingPilot shortcut bar and/or deployed to a report web site for access by non-MarketingPilot users. Organizations can deploy interactive Web-based reports to deliver information to customers or partners over extranets or the Internet.

 

Custom Report Design
Our team of report design consultants is available to write custom reports for you. We've developed more than 1,000 custom reports for clients to-date. Our structured methodology and deep experience enables us to provide the reports you need quickly and at low cost.

Ad-hoc reporting
A user-friendly ad-hoc reporting tool is available to enable marketers to create their own reports and explore MarketingPilot data. A user-friendly query tool enables users to build reports without deep technical understanding of the underlying data.

Technology
MarketingPilot integrates Microsoft SQL Server Reporting Services to support the full 'reporting cycle' from authoring to deployment.

Report Security
MarketingPilot's flexible, role-based security protect reports and information.

Reports

Campaigns

  • Campaign Listing
  • Campaign Report
  • Program Listing
  • Results Metrics

Clients and Receivables

  • A/R Aging
  • Client Balance
  • Client Quote
  • Client Quote Liting
  • Collections Report
  • Invoices
  • Item Price List
  • Media Sales
  • Open Invoices
  • Proforma Invoices
  • Statement
  • Unit Sales by Item

Events

  • Event Listing
  • Event Report

 

Sales/CRM

  • Contact Listing
  • Contact Report
  • Email
  • New Contacts by Assignment
  • New Contacts by Month
  • Opportunity Report
  • Opportunity Listing
  • Opportunity Summary
  • Pro forma Invoice
  • Rep balance
  • Sales by Client
  • Sales by Item
  • Sales by Rep
CRM Features
- Alerts
- Analytics
- Approvals
- Calendars
- Case Management
- Client Management
- Client Portal
- Contract Management
- Document Management
- Editions
- E-mail
- Email Marketing
- Estimates
- Events & Registration
- Financial Management
- Lead Management
- Marketing
- Marketing Automation
- Marketing Database
- Opportunity Management
- Reports
- Salesforce.com Integration
- Scheduling
- Social CRM
- Territory Management
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