Insight module
Reports & Analytics
Reporting is built for the questions leadership actually asks: where do leads come from, where do they die, which sources pay for themselves, and who is working the pipeline. Build across any data point, preview before saving, and schedule delivery.
Insight in motion
live- 01Source attribution ready
- 02Funnel conversion 18.4%
- 03Report scheduled — Mon 9:00
- 04Exported to team
64
Saved reports
23
Scheduled
300+
Data points
In plain language
What reports & analytics means in practice
Reporting answers the three questions leadership asks every week: where did the leads come from, what is converting, and who is performing. LEMAI ships those views built in, filtered by date, source, owner, branch and product.
Use cases
How teams use it every day
Source ROI
See cost-relevant conversion by source to stop funding channels that produce noise.
Funnel leakage
Stage-to-stage conversion shows exactly where deals stall.
Rep scorecards
Activity plus outcome per rep, comparable across branches.
Moving from Manual MIS reports
Numbers are current, consistent and traceable to the underlying leads.
Moving from An existing CRM
Useful default reports without buying an analytics module or building dashboards from scratch.
How it works
From capture to closure
01
Choose data
Pick modules, fields, filters and date ranges — no SQL, no analyst.
02
Preview
See the output before you commit it to a saved report.
03
Save
Keep it as a reusable report visible to the right roles only.
04
Schedule
Deliver on a cadence so reviews start with numbers already in hand.
Capabilities
Everything in this module
- Custom reports across every available data point
- Preview and save before publishing to the team
- Scheduled reports for recurring reviews
- User level, department level and product level reporting
- Export-ready output for finance and audit
Why it wins
What competitors charge extra for
- Custom report builder included in the base licence
- Scheduled delivery without a premium analytics tier
- Source-to-closure attribution, not just enquiry counts
- Call, task and stage activity reporting in the same place as revenue
Data-mature teams
Replace the weekly export-and-pivot routine with scheduled reports.
First-time CRM buyers
Ready dashboards from week one — nothing to configure to see your funnel.
FAQs
Reports & Analytics questions, answered
Get started
See Reports & Analytics on your own data
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
InfozIT Solution · Infomark Labs Private Limited