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See your whole pipeline with CRM reporting dashboards
Build dashboards from your own CRM data, click into the deals behind any number, and look ahead.
Monday sales meetings at a lot of dealerships start the same way: someone exports the leads, someone else counts deals by stage on a whiteboard, and the owner asks how many homes are closing this month. By the time the numbers are pulled together, they're already a few days old.
Your CRM already has the answers. Every lead, stage move, call and close date is in there. The Reporting tab in the Trove CRM turns that data into dashboards you build yourself, so the Monday questions have answers before Monday.
Build the dashboard you actually check
A dashboard is a grid of reports you drag, resize and rearrange. Click Add report and choose what to measure: a count of opportunities, or, for admins and owners, the sum or average of revenue, gross profit or commission. Group it by stage, owner, source, a custom field, or over time. Then pick how to show it: a single stat, an area or line chart, a bar chart, a ranked bar list, a donut or a table.
Reports can cover more than opportunities. Tasks and communications are there too, so you can chart follow-up workload or talk time by salesperson next to the pipeline itself.
Filters narrow any report by owner, stage, pipeline, status and more, combined with Match all or Match any. Don't want to start from a blank page? Create a dashboard from the Sales, Marketing or Activity template and adjust from there.
Keep a dashboard private, or share it as a team dashboard that everyone can view and admins manage. Export PDF downloads the whole thing when you need a snapshot for a partner or lender meeting.
Click a number to see the deals behind it
A chart that says 14 deals are stuck in a stage is only useful if you can see which 14. On any opportunity or task report, click a bar, point, donut slice, list row or stat number and a side panel lists exactly the records behind it, matching the report's date range and filters. Names open the deal in a new tab, Export CSV downloads the list, and See More opens the Opportunities list filtered to those exact deals so you can work them or save them as a view.
Drill-downs respect existing CRM visibility, so a salesperson only ever sees records they could already open.
Look ahead, not just back
The question an owner asks most is what's coming. Relative date ranges now include Next 7 days through Next 12 months, so a report like revenue by expected close date, by month, stays current on its own. All time reaches forward as well as back, so deals closing next quarter are counted instead of dropped. Reports grouped by sales stage follow your pipeline's own stage order, so the chart reads the way your team works the board.
If you imported deals from another system, the bulk Edit dialog lets owners and admins set the Created date for the whole batch, so those leads report under the day they actually came in instead of the day of the import.
A dashboard and board for every teammate
The CRM home dashboard is personal now. Each teammate can move, resize, add and remove widgets without changing anyone else's layout. The layout admins set under CRM Admin → Settings → Dashboard layout is the team default, and Reset to team layout goes back to it anytime. Saved team views from the opportunities list can be pinned there as compact cards.
Those saved views work on both the table and the Kanban board. Save a combination of filters, sort and columns as a view, star it as your default, and the Opportunities page opens right onto it. On the board, the Fields menu picks what each card shows, such as expected close date, last contacted or commission, and the choice is saved with the view.
What it means for your dealership
Instead of building a report for the meeting, you open the dashboard in the meeting. Owners see revenue and margin by stage and month. Sales managers see who's following up and who isn't. And every number is one click away from the deals that make it up.
Get started
Already on Trove? Open the Reporting tab in your CRM and start from a template, or ask your account manager to help set up your first team dashboard. New to Trove? Book a demo at buildtrove.com to see your pipeline the way your dashboard would show it.
