Reporting

While dashboards are great for a high-level overview, the Reporting tool lets you dig into the details. You can create reports on virtually any data point within Velocity360, from sales performance to task completion rates.

Velocity360 comes with dozens of Standard Reports pre-built for your convenience. These cover common needs like "Sales by Rep," "Lead Source ROI," and "Activity Reports."

For more specific needs, you can use the Custom Report Builder. This tool allows you to:

• Select the primary data module (e.g., Deals, Contacts, Tasks).
• Drag and drop the specific data columns you want to see.
• Apply advanced filters (e.g., "Show all Deals where Status is 'Won' AND 'Created Date' is This Quarter").
• Group and summarize data (e.g., "Show the SUM of 'Deal Value' grouped by 'Sales Rep'").

You don't have to manually run reports every time. Once you have a report you like, you can schedule it to be run automatically.

Click the "Schedule" button on any report. You can choose the frequency (daily, weekly, monthly) and the list of recipients. The report will be automatically generated and emailed to them as a PDF or CSV file.

You can also export any report on-demand by clicking the "Export" button and choosing your preferred format (PDF, CSV, or Excel).