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Reporting | Intelligence

See the business, not just the pipeline.

One definition per metric across dashboards and exports, funnel, workload, sources, sales, compliance queues, and revenue visibility filtered by role.

See it in context

The business problem

Leadership exports conflicting spreadsheets from different modules. Agents, teams, and sources cannot be compared consistently; report definitions drift over time.

How TradePacer CRM solves it

Reporting aggregates each module's reporting service, CRM funnel, payments revenue, compliance queue depth, research delivery. Dashboard sections appear based on user capabilities and enabled modules.

Key workflows

How teams use Reports & Analytics

  1. 01

    Dashboard login

    Role-filtered KPI sections surface on the home dashboard after authentication.

  2. 02

    Module reports

    Deep-dive reports per domain: CRM productivity, collections, onboarding, research delivery.

  3. 03

    Source analysis

    Lead source conversion shows which channels produce qualified and converted outcomes.

  4. 04

    Export

    Async jobs generate CSV/PDF files stored as private documents for download.

  5. 05

    Schedule

    Optional scheduled report delivery to stakeholders when configured.

Operational clarity

Team reports respect TEAM and DEPARTMENT scopes, managers see their organisation unit, not the entire installation unless permitted.

Connected in the platform

Works with the rest of your operation

Lead Management Funnel inputs Payments & Revenue Collections data Workforce HR metrics when enabled

Role & use case

Built for management

Sales managers and system administrators access reports within their permission and scope. Exports require explicit export capability.

Frequently asked questions

Do reports respect permissions?

Yes. Dashboard sections and report menus filter by user capabilities and enabled modules. Record scopes limit underlying data.

Can reports be exported?

Yes. Async export jobs produce downloadable files; large datasets do not block the browser.

Are metrics duplicated across modules?

Reporting follows a one-definition-per-metric principle, module reporting services feed both dashboards and exports.

See Reports & Analytics in a live demo

Walk through these workflows with our team, tailored to your modules and roles.

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