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Articles on reports and dashboards in Naffes CRM: reading them, customizing them and exporting them, step by step.
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- Build a custom dashboard in Naffes CRMBuild your own dashboard in Naffes CRM from 7 widget types, set each widget's metric, grouping and time window, and filter the whole board at once.
- Create, export and schedule a report in Naffes CRMBuild a custom report on deals, contacts or activities in Naffes CRM, download it as CSV, and email it to your team on a cron schedule.
- Install a ready-made dashboard in Naffes CRMInstall one of 8 ready-made report dashboards in Naffes CRM, from Sales performance to Finance & receivables, in one click, then reshape it.
- Track your brand's visibility in AI answer engines (AEO)Set up AI Visibility (AEO) in Naffes CRM to see how often Perplexity mentions your brand against competitors on buyer questions, and read the results.