See how your business is doing, without building spreadsheets
Start with ready-made dashboards, build your own reports, and get them emailed on a schedule. Export anything, and check the audit log to see who changed what.
Templates
For quick dashboards
Scheduled
Reports by email
Audit log
Who changed what
Inside Reports & Dashboards
What this module does, in plain words. Which modules you get depends on your plan.
Dashboard templates
Pick a template and get a working dashboard in seconds.
Report builder
Build the report you need from your CRM data.
Scheduled email reports
Save a report and get it in your inbox every week.
Exports
Download your data when you need it.
Audit log
See who changed what, and when.
Numbers you can trust
Reports come from the work your team does in Clikgen, not from manual updates.
- Dashboards from templates
- Report builder
- Saved reports
- Scheduled email reports
- Exports
Know what happened
When something changes, you can find out how.
- Audit log of changes
- Channel reports in WhatsApp, email, social and calling
- Rep KPIs in Goals & Performance
Built for teams like these
Owners
Get a weekly summary in your inbox.
Sales managers
Build the exact view you need for your team meeting.
Admins
Use the audit log to answer “who changed this?”.
Reports & Dashboards questions
Yes. Save a report and schedule it to be emailed.
Yes. Reports and data can be exported.
Yes. It shows who changed what and when.
Works even better with
Try Reports & Dashboards free for 14 days
No credit card needed. Set it up in minutes, then pick the plan that fits.
No credit card · 14-day free trial · Data export always on