Insights with Powerful Reporting Tools

Get real-time data, beautiful dashboards, and client-ready reports — all within TDA CRM.

Features

Real-Time Analytics & Custom Reporting

Track everything that matters — from lead conversions to ROI — and make smarter decisions faster.

Custom Dashboards

Build personalized dashboards with drag-and-drop widgets to track KPIs most important to your business or clients.

Multi-Client Reporting

Generate white-labeled reports for each of your clients directly from the dashboard — no extra tools needed.

Data Visualization

View metrics in charts, graphs, and tables — easy to understand and share with your team or clients.

Lead & Funnel Tracking

See exactly where leads drop off and optimize your sales funnel with visual conversion tracking.

Export & Share Reports

Download reports as PDF, Excel, or PNG. Schedule automatic email reports to stakeholders or clients.

Goal & KPI Monitoring

Set goals and track progress over time. Get alerts when you hit milestones or fall short.

Real-World Reporting Use Cases

Agency Use Case

Agencies can create custom, white-labeled monthly reports for clients without leaving the CRM. Perfect for retainer-based services.

Business Use Case

From marketing campaigns to customer behavior — get clear insights that help you improve strategy and prove ROI internally.

Build Dashboards Your Way

Drag-and-drop widgets let you customize your dashboard exactly how you want it — whether you're tracking leads, sales, social engagement, or customer behavior.

  • Drag-and-drop customizable widgets

  • White-labeled for client reporting

  • Chart types: bar, pie, line, funnel, and more

  • Real-time updates and live visualizations

What others are saying

James D.

DTC Brand Founder

“We used to spend hours pulling reports together. Now it’s done in minutes — and looks professional.”

Amanda B.

Online Retailer

“The ability to automate client reports has improved our transparency and saved us so much time.”

Frequently Asked Questions

Can I generate reports for multiple clients?

Yes! You can generate individual reports for each client and even schedule recurring reports automatically.

Can I customize report templates?

Absolutely! Choose from dozens of templates or build your own with full branding control.

Can I schedule automated reports?

Yes! Set up weekly or monthly reports that are auto-generated and sent directly to your inbox or clients’.

Schedule a Call With Our Team

Have questions or want to see if TDA-CRM is right for your business? Our Australian-based specialists are ready to help.

  • +61 2 8046 6553

  • WA: +61 4 1234 5678

One Platform. Multiple Functions Ease of Working

Choose TDA-CRM for Business Todays!