Reports library · 7 reports
Turn data into decisions, not just spreadsheets
Stop wasting time on manual reports. CrmLeaf Reports give you instant, clear and accurate insights, so you can act fast and lead smarter.
The catalogue
Every report, organised by the question it answers
Pick the shelf that matches what you need to know. Each report has its own page with the detail.
Shelf 01
Delivery
How projects are tracking and who is staffed on them.
- Project ReportsDelivery analytics that show which projects are drifting before the budget runs out.Projects & Delivery dashboardRoadmap and Gantt with drift trackingBudget vs Actual with EVM
- Resource Allocation ReportsThe Monday-morning report for planned vs actual allocation without manual spreadsheet work.Who is booked where, and for how longPlanned allocation vs logged actualsCSV export for staffing reviews
Shelf 02
People & Time
Where the hours go, and who has capacity left.
- Paid add-onTime & Utilisation ReportsKnow who is available, who is overloaded, and where your billable hours actually go.Availability, Capacity, Workload and TimelineWork Summary billable-hours KPIsPDF export
- Every planTime Log ReportBillable vs. non-billable hours by person, project and period, in one report.Billable vs. non-billable splitFilter by person, project or periodCSV export
Shelf 03
Finance
Money in, money out, and what is still owed.
Shelf 04
Sales
Pipeline health, conversions and agent performance.
Shelf 05
Build your own
Dashboards and reports shaped around your role.
Under every report
Reporting tools built for decision-makers
The same engine sits behind every shelf in the library, turning your CRM data into a competitive advantage.
CRM & Data Sync
Pull insights directly from CRM activity, deals, leads and communication logs.
Performance Tracking
Measure sales success, team productivity and campaign effectiveness at a glance.
Drill-Down Reporting
Click into charts to explore the numbers behind your trends and KPIs.
Cross-Team Comparison
Compare performance across users, teams, regions or time periods.
Error-Free Calculations
Eliminate spreadsheet mishaps with automated, reliable report generation.
Real-Time Access
Never work with outdated data again: reports always reflect the latest CRM inputs.
Why teams rely on it
Why growing teams rely on CrmLeaf for reporting
From sales and marketing to HR and operations, CrmLeaf Reports give every department actionable data.
- 01
Accurate, up-to-date reports
No more guesswork: real-time insights based on live data from your CRM.
- 02
Visual dashboards
Understand trends and performance with simple, interactive charts and graphs.
- 03
Pre-built templates
Start fast with ready-to-use templates for leads, deals, revenue and more.
- 04
Custom report builder
Tailor reports to match your business needs, without needing IT support.
FAQ
Reports FAQs
Yes. You can schedule reports to auto-generate and get them delivered to your inbox.
Ready to see your numbers clearly?
Our experts will show you how CrmLeaf Reports can streamline your team's work.