Reports & Business Analytics

Get deep insights into your business performance with BasaltCRM's reporting tools.

Report Types

Pipeline Reports: Opportunity funnel, stage-over-stage conversion, and revenue projections.

Activity Reports: Team activity — calls made, emails sent, tasks completed.

Lead Source Reports: Where your best leads come from (LeadGen Wizard, Forms, Manual, Import).

Revenue Reports: Closed-won deals, average deal size, and revenue by team or rep.

Engagement Reports: Outreach sequence performance — open rates, click-through rates, and reply rates.

Employee & Databox

Employees

The Employees module provides staff management — view and manage your team roster with role, department, and activity tracking.

Databox

Databox is a flexible custom data storage module. Use it for any structured data that doesn't fit neatly into the standard CRM modules — custom KPIs, external data imports, or internal metrics.

Notifications

The Notification Center aggregates all system events:

New lead assignments

Deal stage changes

Task completions and overdue alerts

Approval requests

Case updates

System announcements