Views & Reports – Personalise Data Insights, Make Rapid Decisions, and Optimise Your Entire Organisation’s Operations
Sales, customer service, and all business operations move at a dizzying pace. In this dynamic environment, the last thing you need is to waste precious time digging through cluttered lists, disorganised databases, or fragmented information. Every salesperson, manager, analyst, or customer service agent works differently and requires specific data insights – some track leads by sales funnel status, others by client industry, deal size, or last contact date, while still others monitor the status of service orders. The Views & Reports module within the SolutionsInc System gives you complete control over how you view and interpret your business data. This ensures the information you need is always front and centre, instantly accessible, and presented in the most effective way, tailored to your individual needs and role within the organisation.
Key Elements of the SolutionsInc Views & Reports Module:
- Intelligent and Personalised Saved Views
- Effective Management of Public Views for Team Collaboration
- Instant Access to Key Data Through Pinned Views
Intelligent and Personalised Saved Views
Are you spending valuable minutes every day applying the same filters, sorting options, and selecting columns to generate precisely the data list you need for your work? With SolutionsInc, you can stop wasting time and effort on this. The Views & Reports module allows you to create and save your own personalised Saved Views, which contain your preferred filters (e.g., “My active leads,” “Deals in negotiation phase,” “Tasks due today,” “Service orders requiring attention”), selected columns, and preferred sorting (e.g., by creation date, value, deadline). This enables you to recall the exact list you need with a single click. No more continuously configuring the same view from scratch – simply select and go, dramatically saving time, boosting productivity, and allowing for immediate focus on the most critical aspects of your work.
Effective Management of Public Views for Team Collaboration
In any organisation, some data views are personal and serve for individual progress tracking, but others are crucial for the effective work of the entire team, specific departments, or roles. For example, sales managers need transparent insight into key deals within the sales funnel for all team members, Sales Development Representatives (SDRs) require a current list of fresh leads to contact, and account managers track customer contract renewals. SolutionsInc enables the creation and management of Public Views, which are accessible to defined user groups or roles. This ensures that everyone on the team sees precisely the data they need for effective work and joint decision-making, without having to configure it themselves. This guarantees consistency of information across the entire team, streamlines cross-departmental collaboration, and minimises the risk of errors arising from working with outdated or incomplete data.
Instant Access to Key Data Through Pinned Views
Certain data lists are absolutely critical and used by you and your team constantly, often multiple times a day – these might include high-value deals, overdue follow-up actions, leads requiring urgent intervention, or current tasks for today. Instead of searching for them every time amidst a myriad of available data and filters, SolutionsInc allows you to pin these most important views to the sidebar or the main system interface. This ensures they are always available with a single click, regardless of where you currently are within the system. No more digging through the system, no more tedious searching – just instant and intuitive access to the most critical information, which dramatically accelerates response times and allows you to focus on key priorities, enhancing your overall work efficiency.
The SolutionsInc Views & Reports Module is an intelligent and indispensable tool that transforms data management into an intuitive, personalised, and highly effective process. It ensures every user has instant access to the information most crucial to them, which directly translates into faster decision-making, increased productivity, and the strategic development of the entire organisation.
