Stop Guessing, Start Knowing
Data is the new oil, but only if you can refine it. TargetCRM's Dashboard & Reporting module transforms your raw sales data into actionable insights. Designed for Malaysian business owners who are tired of waiting for end-of-month Excel reports, our system provides real-time visibility into your entire operation. From tracking individual sales rep performance in KL to monitoring inventory levels in your Johor warehouse, you get a 'God's Eye View' of your business instantly. Make decisions based on facts, not feelings.
Your Business Command Center
Forget about complex BI tools that require a degree in data science. TargetCRM provides pre-built, easy-to-understand dashboards that highlight what matters most: Cash Flow, Pedning Deals, and Team Activity. Whether you are in the office or on the go, your key metrics are always just one click away.
Instant Visibility
No more waiting for compilation. Data updates the second a deal is saved.
Staff Accountability
Track KPIs like 'Calls made today' or 'Meetings attended' per user.
Forecasting
Predict next month's revenue based on weighted deal probabilities.
Real-Time Sales Funnel
Visualize your revenue pipeline. See exactly how many deals are in the 'New Lead' stage versus 'Negotiation' or 'Closing'. Identify bottlenecks immediately—if you see a pile-up of leads in the 'Qualification' stage, you know your team needs to focus on follow-ups. This visual clarity helps you predict cash flow accuracy for the coming months.
Staff Performance Tracking
Who is your top performer? Who is slacking off? Our Activity Report tracks every call, meeting, and WhatsApp message sent by your team. Move beyond just measuring 'Sales Closed' and start measuring the effort. High activity usually leads to high results, and now you have the data to prove it during performance reviews.
Automated Email Reports
Don't have time to log in every day? Schedule a 'Morning Briefing' email to be sent to your inbox at 8:00 AM daily. It summarizes yesterday's sales key activities, and urgent tasks for today. Keep your finger on the pulse of your company without getting bogged down in the software.
Good morning! Here is yesterday's summary:
- New Leads: 12
- Deals Closed: 2 (RM 15k)
- Pending Follow-ups: 5
Data to Decision in 3 Steps
Data Capture
Sales team works normally. Calls, emails, and deals are logged automatically.
Processing
System aggregates data in real-time, applying your custom filters and rules.
Visualization
You see clear, colorful charts that tell the story of your business health.
Advanced Analytics Features
Customizable Widgets
Drag and drop charts to build your perfect personal dashboard.
Geographic Heatmaps
See where your sales are coming from (e.g., Selangor vs Penang).
Lost Deal Analysis
Understand WHY you are losing deals (Price? Competitor? Tiiming?).
Leaderboards
Gamify sales with a live leaderboard showing top reps by revenue.
Export to Excel/PDF
One-click export for board meetings or bank presentations.
Target vs Actual
Set monthly targets and track progress with a simple progress bar.
Inventory Reports
See fast-moving vs slow-moving items to optimize stock levels.
Mobile Dashboard
Optimized view for bosses who manage the business from their phone.
?Frequently Asked Questions
Can I create my own custom charts?
Yes! Our Report Builder allows you to choose x-axis, y-axis, and filters to create any view you need.
Can I schedule reports to be emailed to my partners?
Absolutely. You can set up auto-email rules to send PDF reports to anyone, even non-users.
Does it integrate with PowerBI?
Yes. For enterprise analytics, we offer a direct data connector to Microsoft Power BI.
Is the dashboard mobile friendly?
Yes. We have a 'Boss Mode' view specifically designed for checking stats on a smartphone.
Can I see historical data?
Yes. You can compare 'This Month' vs 'Last Month' or 'Year to Date' instantly.
Ready to see the big picture?
Join hundreds of Malaysian SMEs who make smarter decisions with TargetCRM.
Start Free Trial