Product tour
Analyze performance with reports
Make better decisions based on clear insights and results.
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NEXT STEPGet an instant status overview
For a quick status check, you can always jump to the Dashboard and see any late tasks, as well as upcoming events. You’ll also find all unread notifications and unresolved cases available in one place.1 Check your main dashboard
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Learn from previous experience
Data for all previous, current and upcoming opportunities is available in the Opportunities report. You can use it to improve on the strategy used for won opportunities, examine performance of different opportunity sources, and learn from the failed ones.2 Check the opportunities report
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Analyze customer behaviour
Based on everything that was previously processed with the CRM, Platformax can crunch all of your numbers and provide you with sales forecasting to help you set future goals and plan your next steps.3 Get sales forecasting
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Live feed of the important
With Platformax, you can create a custom real-time dashboard of the most important KPIs for your company. You can monitor these personally, or output to a flat screen to keep the whole office up to date.4 Track company KPIs
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5 Receive daily email reports
Get a summary of the previous day delivered to your inbox every morning, including data on how many tasks were done, how many opportunities have been abandoned or how many orders have not been processed yet.Reports delivered to your inbox