MDS CRM Custom Reporting
Transform Unlimited Cloud-Based Reporting into Infinite Opportunities
Leverage real-time data with fully customizable reports that provide the insights needed to make smarter decisions, enhance performance, and uncover new growth opportunities.
Elevate Your Insights Beyond Basic Sales and Cancellation Logs
Surface-level data isn’t enough. Our system empowers you to segment, drill down, and refine reports, helping you uncover the critical insights that drive higher profits and smarter decision-making .
Merit offers a wide selection of pre-built sales report templates, available instantly at the click of a button.
Sales by Vehicle: Unlock Data-Driven Insights
Analyze Sales Performance by Make
Gain valuable insights into which vehicle brands generate the most revenue. Identify whether Chevy contracts outperform Ford, allowing you to refine your sales approach and maximize profitability.
Location-Based Profitability Analysis
Understanding policy performance by region is key to optimizing your strategy. For example, auto service contracts may be more profitable in Maine than in Montana. By leveraging geolocation data, you can fine-tune offerings to maximize returns in specific markets.
Monitor Close and Quote Rates
Track individual and team performance by analyzing close and quote rates. Identify top sellers, pinpoint areas for improvement, and refine your sales strategy to boost conversions and drive revenue growth.
Cancellation Analysis: Minimize Churn with Actionable Insights
Reduce cancellations effortlessly. Quickly identify which customers are terminating their service contracts and uncover the underlying reasons. Analyze cancellations by location, contract type, customer demographics, or claim history, enabling you to take proactive measures to enhance retention and customer satisfaction.
Vehicle Model
Home Type
Contact Length
Sales Start Date
Sales Rep
Seasonality
Industry Trends
Down Payment Amount
Advanced Features, Concise Overviews, etc.
Equip your accounting team with real-time, online financial reports. Effortlessly track revenue, reconcile payments, oversee expenses, and generate comprehensive financial insights, all within a unified platform for smooth financial management.
Cloud-Based Financial Reports for Your Accounting Team
Equip your accounting team with real-time, online financial reports. Effortlessly track revenue, reconcile payments, oversee expenses, and generate comprehensive financial insights, all within a unified platform for smooth financial management.
Cloud-Based Financial Reports for Your Accounting Team
Equip your accounting team with real-time, online financial reports. Effortlessly track revenue, reconcile payments, oversee expenses, and generate comprehensive financial insights, all within a unified platform for smooth financial management.
Advanced Features
Go beyond basic tracking and reporting. Our cutting-edge tools offer in-depth insights, automation, and personalization, empowering you to boost sales, manage leads, and maximize profits.
Concise Overviews
Quickly access key performance metrics. Monitor sales, financial trends, and operational data through streamlined summaries for fast, informed decision-making.
Comprehensive Tax Reports
Effortlessly generate accurate tax reports. Track taxable income, deductions, and compliance details to simplify filings and ensure financial clarity.
Insightful Forecasting
Utilize data-driven analytics to predict trends, optimize strategies, and make confident, well-informed decisions for your business.
Advantages of Cloud-Based Reports
Tailored Report Creation
Design custom reports that meet your specific business needs. Use flexible reporting tools to filter, segment, and analyze data, giving you complete control over the insights that drive your success.
Visually Engaging
Convert complex data into clear, easy-to-understand visuals with interactive charts, graphs, and dashboards, making insights actionable and instantly accessible.
Multiple Export Options
Download and share reports in various formats such as PDF, Excel, CSV, and more, ensuring smooth data sharing and compatibility across your team.
Automated Scheduling
Set up automated report generation and delivery based on your preferred timing. Get the insights you need when you need them, without any manual effort.
Data-Driven Marketing Excellence
Harness insights to refine your marketing strategies, target the right audience, and maximize ROI. Ensure every campaign is optimized for precision and success.
Trusted By Industry Leaders
Experience Merit Data Systems CRM and Admin Systems Firsthand
Spend a few minutes exploring our powerful CRM and Admin platforms, and you’ll quickly see why more companies are choosing Merit Data Systems. Try it for free today!