Reporting and Visualization
Clear and confident insights.
Communicate business insights with confidence
Transform data into information that drives action across your organization. Meaningful reports, intuitive visualizations, and shared business insights help sales leaders, managers, and executives monitor performance, identify opportunities, and make faster, more informed decisions with confidence.
Create meaningful reports
Turn sales activity into clear, actionable business insights. Meaningful reports transform raw operational data into information that helps managers understand performance, identify trends, measure outcomes, and answer the business questions that drive better decisions across every level of the organization.
Turn operational data into business insights
Illustrate trends and business opportunities clearly
Support faster, more informed decsions
Visualize business performance
Transform complex business data into clear, visual insights that are easy to understand and act on. Charts, graphs, and other visualizations help managers quickly spot trends, compare performance, identify opportunities, and monitor key performance indicators without manually interpreting large volumes of data.
Understand performance at a glance
Sport trends and emerging opportunities
Compare results across teams and campaigns easily
Monitor key performance indicators visually
Share insights across your organization
Give every stakeholder access to the information they need to make better decisions. Sharing consistent, timely business insights helps align teams, improve collaboration, increase accountability, and ensure everyone is working from the same trusted view of business performance.
Align teams with shared business insights
Improve collaboration through consistent reporting
Support faster, data-driven decision making
Increase accountability across your organization
Powerful reporting tools
Turn business data into clear, actionable insights with flexible reporting and visualization tools built for sales organizations. Create custom reports, monitor performance through interactive dashboards, and automatically distribute the information your teams need to make faster, more informed decisions.
Advanced report builder
Vanillasoft's report builder helps you answer the questions that matter most to your business. Start with Express Reports for everyday reporting or build advanced reports with flexible filtering, grouping, calculations, and aggregation to analyze operational data from virtually any part of the platform.
Build reports with advanced or express tools
Filter, group, and summarize business data
Analyze information from across the platform
Transform operational data into actionable insights
Interactive dashboards
Bring your most important reports, metrics, and visualizations together in dashboards tailored to every team and role. Monitor business performance at a glance, drill into team and individual activity, apply interactive filters, and quickly uncover the insights that help managers coach effectively, measure results, and make better business decisions.
Combine multiple reports into one dashboard
Monitor team and individual performance
Drill into metrics with interactive views
Share role-specific dashboards across your organization
Report scheduling and distribution
Automatically deliver the right reports to the right people at the right time. Schedule reports to run once or on recurring intervals, customize recipients and filters, export to multiple file formats, and securely distribute business insights without requiring manual report generation.
Schedule reports for automatic delivery
Customize report recipients and distribution
Export reports in multiple file formats
Secure shared reports with password protection
Metrics
Here's how our customers have high-quality conversations with their most valuable leads...faster.
Customer average
Customer average
One of a Kind Sales
Hear It From Our Users
See what our customers have to say about the benefits of Vanillasoft’s sales reporting and analytics.
“Vanillasoft’s platform is so easy to use and integrates with any system.”
“Vanillasoft is so user friendly, anyone can use it.”
"Great, clean, customizable software."
Consult an expert
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Related Resources
Sales Reporting: Sales Manager Reports for Team Success
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How to Identify and Measure the Sales Metrics That Matter
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Tips for Managing a High-Performance Inside Sales Team
Read on to find some tried-and-true tips for managing a high-performance inside sales team and boosting their productivity.