Full Bespoke Reporting Suite
ER CRM provides a comprehensive reporting suite that allows you to create custom reports at both high-level summaries and granular detail delivering exactly the data you need to effectively manage and grow your business, all at the click of a button.
Full bespoke MI suite that provides custom reports showing you the data needed to run and manage your business. ER’s report builder allows you to choose individual filters and build a unique report showing exactly the data you need to see. Some of the features include:
Using ER CRM’s intuitive report builder, you can apply your own filters and criteria to design unique reports tailored specifically to your business needs.
Key Reporting Capabilities Include:
- Application Tracking Reports Case-by-case breakdowns of applications meeting your specific criteria, helping you track progress in real time.
- High-Level Business Reporting Grouped summaries showing how applications are progressing through your pipeline.
- User Performance Reports Detailed insights into individual team members’ performance against KPIs and targets.
- Call Performance Reports Metrics per user such as call attempts, average and total call times, plus custom rules like cases advanced to next stages after calls.
- Agent Fraud Identifiers Tools to help detect potential fraudulent activity within applications.
- Customised Dashboards Designed for office wallboards or management screens, providing instant visual insights.
- Introducer Performance Reports Track the success rate of leads from each introducer by monitoring case progression compared to others.
- Lender/Provider Reports Breakdown of sales by lender or provider, with comparisons across the business or individual users.
- Financial Reports Comprehensive financial data including Chart of Accounts (COA), income received, outstanding income, and pipeline income projections.
- Bonus Calculations Automated reports that support your incentive schemes by linking performance to rewards.
- Application Reports Highly customisable reports drilling down to individual records, showing any data captured in your bespoke applications, tailored to your business processes.
These reports can identify applications processed by specific individuals or teams and come with flexible start and end date filters, along with additional custom filters based on your requirements. Run reports whenever you need detailed business insights or high-level overviews.
Generate numerical and financial summaries with the ability to drill down into matching application-level reports providing both the big picture and detailed transparency.