Start with a sales, service or operations template, or choose your own data. Turn the result into a table, a number or a chart, then bring it into a dashboard.
Choose a template for pipeline, won sales, service workload, stock or production. You can also build manually, selecting a supported dataset, fields, filters, grouping and summary. This gives you a practical starting point without scrolling through every field.
Compare groups with a bar chart, show a distribution with a pie or donut chart, use a line for a suitable series, or focus on a single summary number. Save the report and arrange its visualisations on a dashboard.
Search your saved report library and choose up to three cards above an object list. Each uses the report’s saved filters. Published custom objects can participate in reports and dashboards, with record and field permissions still enforced.
Choose a report template or a supported object and its fields.
Apply filters, grouping and a count or other supported summary.
Choose a chart and use it in a dashboard or above a record list.
Yes. Published custom objects are available to permitted report and dashboard users. Record scope and field permissions still apply.
Yes. The forecast builder supports configurable periods, stage probabilities, company, team and user targets, manager adjustments and saved snapshots.
Object report cards use their report’s saved filters independently of the table search. Review those filters when comparing results.
Screenshots, practical examples and setup details for the tools in your subscription.
Bring assigned tasks, customer follow-ups, events and board work into My Day. Use quick actions, live search suggestions and record previews in OneCRM+.
View the featureBuild CRM reports with filters, summaries and charts. Create dashboards, pin three reports above records and use guided report templates in OneCRM+.
View the featureBuild CRM workflows with a drag and drop canvas, decisions, email actions, tasks, related records and timezone-aware schedules in OneCRM+.
View the featureOrganise work in editable boards with status fields, people assignments, due dates, linked records, files and configurable workflow automation.
View the featureBuild public customer forms with typed fields, conditional questions, file uploads, staff submission permissions and supported CRM record actions.
View the featureCreate custom CRM objects, adopt fields, add relationships, configure layouts and grant role permissions. Use published objects in reports and dashboards.
View the featureConnect products, purchasing, stock movements, backorders, returns and manufacturing orders with customer records in the OneCRM+ business suite.
View the feature$50 AUD per user, per month, excluding GST. Every feature included.
Start with a 30-day free trial. No card required.