BI & Reporting for CRM

Data-Driven Sales Insights—Right Inside Your CRM

Origami’s BI & Reporting features let you analyze leads, forecast revenue, and track performance without needing a separate BI tool. Build custom dashboards, filter real-time data, and schedule automated reports—all from within your CRM environment.

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Key Highlights

Custom Dashboards

Combine leads-by-source charts, sales pipeline summaries, rep performance, and more—visually in one place.

Interactive Filters & Views

Drill into leads by region, product line, or close-date range. Save these filtered views for quick reuse.

Scheduled Reports

Automatically email weekly or monthly pipeline reports to sales managers or execs.

AI-Driven Insights

If AI is enabled, see predictive scoring or churn risk within your standard dashboards.

Cross-Entity Analysis

Merge CRM data with marketing or finance data in Origami for a 360° business overview.

Why It Matters

Quickly Identify Gaps:

Spot bottlenecks in the pipeline or reps needing support.

Empower Sales & Leadership:

Self-service dashboards help everyone from reps to C-suite track progress.

Eliminate Data Silos:

No more exporting leads to spreadsheets or juggling extra analytics tools—everything’s built-in.

Real-World Use Cases

Revenue Forecasting

A sales director checks a monthly forecast dashboard comparing open deals vs. historical close rates.

Rep Performance Metrics

Filter deals by owner and stage to see who’s consistently exceeding quotas—or who needs coaching.

Deal Loss Analysis

Examine lost opportunities by reason or competitor. Fine-tune training or product positioning based on data.

Smarter insights, no hassle. Try Origami BI!

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