CRM dashboard and reports: key numbers, saved views and CSV export
What they are and who they are for
The CRM Dashboard is the quick look at how your team and CRM are doing in a period. Reports let you go deeper: pick a report, group it, save the setup as a view for later and export it. They are for team leads and owners who want to follow activity, new people, calls and deals.
Small trend charts below New people, Notes, Calls and Tasks done show the daily values in the selected period. The violet line, subtle fill and endpoint marker use the actual daily samples. Flat data stays flat. No trend is shown without at least two daily samples, and call trends follow your access.
The summary band shows People, Open deals, Open value and Win rate, subject to your access. Other numbers are grouped below the activity chart and pipeline stage table. Comparison changes keep their arrows and signs. Lifecycle stages and sources use segmented bars with counts and percentages. Money remains separate for each currency.
Requirements: the role setting View CRM dashboard and reports (together with View CRM) and a plan that includes Dashboard and reports, which is the Business and Enterprise CRM plans. Exporting a report also needs Export from the CRM. Ask an administrator to change your role in Settings > Roles.
Open the dashboard
Sign in at https://portal.qr-x.app and open CRM > Dashboard. Without the reports setting, CRM opens on People instead and the Dashboard entry is not in the menu.
Controls at the top
Period: Today, Yesterday, Last 7 days, Last 30 days (default), Last 90 days, This month, Last month, This quarter, This year or Custom range. A custom range must have an end on or after the start and be at most 366 days.
Everyone (owner filter): search for a colleague to see only that person's records and work.
Compare to previous period: switch on to see a change on each number against the period of the same length just before yours.
Refresh: loads fresh numbers. Otherwise numbers can be up to a minute old.
The choices are stored in the page link, so you can copy the link and send it to a colleague who has access. Days follow your browser time zone.
What the dashboard shows
Key numbers: People (everyone right now), New people, Notes, Conversations in, Conversations out, Tasks done, Tasks overdue (open tasks past their due time, right now). With comparison on, each shows an arrow and a percentage; rates such as Win rate show percentage points (pp); New means nothing happened in the previous period.
Calls numbers (Calls, Missed calls, Talk time) appear only if you have View CRM calls and your plan has Telephony.
Deals numbers (Deals created, Deals won, Won value, Deals lost, Open deals, Open value, Win rate, Average days to win) appear only if you have View deals and your plan has Deals. Win rate is won out of won plus lost.
Activity per day: stacked bars of notes, conversations, calls and tasks done.
New people per day.
People per lifecycle stage (right now) and Where new people come from (sources of people created in the period).
Pipeline: deals per stage with value and weighted value for open stages. Choose another pipeline if you have several.
Team leaderboard: per colleague, notes, tasks done, calls and deals won with value. It always lists the whole team.
Money is shown per currency and is never added across currencies.
Run a report
Open CRM > Reports.
Choose the report type with the tabs at the top. The list only has the types you may open.
Choose how to group it, if the report offers it.
Choose the period (or the month for Targets), the owner and, for Pipeline, the pipeline.
Read the totals, the chart and the table. For reports that cover a period, the totals show the change against the previous period. The table has every row, with a total row at the bottom; scroll sideways on a small screen.
The report types:
Activity: Notes, Conversations in, Conversations out, Tasks done, Total. Group by day, week (starts Monday), month or owner.
Calls (needs View CRM calls and Telephony): Calls, Inbound, Outbound, Answered, Missed, Talk time, Average talk time. Same groups as Activity.
People: New people and Average lead score. Group by day, week, month, source, lifecycle stage or owner.
Pipeline (needs View deals and Deals): per open stage, Deals, Value, Weighted value, Average days in stage and Rotting (deals that stayed longer than the stage allows). It shows the situation right now.
Deals (needs View deals and Deals): Created, Won, Won value, Lost, Lost value, Win rate and Average days to win. Group by month, owner or source.
Targets (needs View deals and Deals): for the chosen month, each person's Target, Won, Attainment and Open weighted.
A report shows at most 10,000 rows. If it is longer you see a notice to narrow the period or the filters. If nothing matches, the table says there is nothing to report for this period and these filters.
Save and share a view
Set up the report the way you want it.
Open Saved views and choose Save as new view.
Enter a Name, for example Weekly team activity. Switch on Share with the team if everyone with access to reports may open it.
Choose Save. You see "View saved."
A saved view keeps the report type, grouping, period and filters. Pick a view in the list to apply it. If you change an applied view, the menu offers "Update ... with this view". You can have up to 50 views of your own. You can edit or delete your own views; users with Manage CRM settings can also edit or delete views that others shared. Deleting removes the view for everyone it was shared with.
Export to CSV
Choose Export CSV (the download icon) in the Reports header. The file contains the current report with the same type, grouping, period and filters, with fresh numbers. The icon only shows with Export from the CRM and is disabled when the report has no rows. The file name is crm-report, the report type and the dates.
Common problems
"Dashboard and reports is not included in your plan". The CRM plan does not include it. It is part of Business and Enterprise.
I do not see Dashboard or Reports in the menu. Your role lacks View CRM dashboard and reports.
Calls, Pipeline, Deals or Targets are missing. Your role lacks View CRM calls or View deals, or the plan has no Telephony or Deals.
"Choose a valid date range". Complete the custom dates, with the end on or after the start and at most 366 days.
The numbers did not change after I added data. Choose Refresh.
No Export CSV icon. Ask an administrator to add Export from the CRM to your role.
A saved view cannot be updated. A colleague changed it first. Reload the list and try again.
If it still does not work, contact QrX support with the report type, the period and what you see.