Reporting & Data Analytics

Create interactive data visualisations in Power BI

Gain insight from your Agency Pilot CRM data to fuel informed, intelligent business decisions

Use data visualisations to become better informed and communicate more effectively with clients

Use data visualisations to track traffic on your company website from within Agency Pilot CRM

Using data tracked by Google Analytics, spot trends in user activity, see how your pages and posts are performing

Make informed decisions based on how visitors interact with your website

Intuitive reporting via a user-friendly interface makes it easy to analyse and manipulate your data

Select from a huge number of Agency Pilot CRM fields to create bespoke reports showing the exact information you need

Export data into CSV reports, or create branded reports using our Word integration

Create bespoke report templates for exporting data into CSV reports, or create branded Word reports

Automate reports to update at scheduled intervals such as daily, weekly, fortnightly, monthly, annually

Download scheduled reports from the Agency Pilot CRM homepage at the click of a button