Palby CRM

CRM dashboard and reports

Know which source brings customers who pay, and where quotes get stuck.

Start from a ready-made dashboard and see this month's quotes, wins and lost reasons, with the customers behind every number.

Book a walkthrough Try a sample pipeline

30 minutes. You choose the day and the time.

A renovation firm's Monthly sales report, October
  1. Quotes sent14
    Up 3 on September
  2. WonS$46,200 from 5 jobs
    Open the 5
  3. Stage funnelEnquiry 31, Quote sent 14, Job booked 6, Job done 5
    Where quotes stall
  4. Where they came fromWhatsApp 12, Referral 7, Website 4
  5. Lost reasonsNo reply 4, Not interested 2
5 templates
ready to start from
8 periods
this week to all time
1 click
from a number to the customers

Month end

Adding up a spreadsheet at month end tells you too late what went wrong

You copy the quotes into a sheet, count the wins and wonder where the rest went. By the time the sums are done, the quotes that stalled in week one are cold.

Templates
01Start from a ready-made dashboard, not a blank page.
Sources
02Know where your paying customers come from.
Stuck
03See where quotes get stuck, stage by stage.
Your numbers
04Track the numbers you care about, your way.
Behind the number
05Click any number to see the customers behind it.

01Templates

Start from a ready-made dashboard, not a blank page.

You don't have time to design a report. Pick one of five templates and it builds itself from your pipeline. It looks for the fields it needs by name, like Source or Lost reason, and leaves out any chart your pipeline can't fill yet.

  • CEO overview, Weekly sales KPIs and Monthly sales report
  • Client base, and Lead sources and lost reasons
  • Or a blank dashboard to build your own
Reports - new dashboard
  1. TemplatesCEO overview, Weekly sales KPIs, Monthly sales report
  2. More templatesClient base, and Lead sources and lost reasons
    Or a blank dashboard

02Sources

Know where your paying customers come from.

You spend on ads, ask for referrals and answer WhatsApp. A bar chart splits your won jobs by where each customer came from, so you can see which one pays for itself.

  • Split by where they came from, stage, tags or any dropdown
  • Count the jobs, or total what they're worth in S$
  • Compare with the month before
Reports - won jobs by source
  1. Won jobs, this monthSplit by where each customer came from12

03Stuck

See where quotes get stuck, stage by stage.

Fourteen quotes went out this month and only six became jobs. A stage funnel shows how many customers reached each stage, so you see the drop this week, with time left to chase the other eight.

  • One bar per stage, in your pipeline's order
  • A bar chart of lost reasons beside it
  • Cards that sit too long in a stage get flagged on the board
Reports - stage funnel, this month
  1. EnquiryReached this stage23

04Your numbers

Track the numbers you care about, your way.

Your accountant asks for the average job size, and your partner wants won jobs by month. Each chart is a widget you can change: pick what it counts, which date it goes by and the period, and filter it to just the cards you mean.

  • Number, bars, over time, stage funnel or a short list
  • Count, total, average or share of cards
  • By date added, the day it reached its stage, or any date field
Reports - average job size
  1. Your accountant asksWhat is our average job size?

05Behind the number

Click any number to see the customers behind it.

A figure that looks wrong is only useful if you can check it. Click any number or bar and the cards behind it open, so you can see who the 4 lost to No reply were and call one back.

  • Opens the cards behind any figure
  • The same people you'd find on the board
  • Download a dashboard or one chart as CSV
Reports - lost reasons
  1. Lost to No replyClick the bar4

And the rest

And the details that make it fit

Eight periodsThis week, Last 7 days, This month, Last 30 days, This quarter, This year, All time or your own dates.
Singapore daysWeeks and months run on Singapore time.
Several dashboardsOne for this month's sales, another for where customers come from.
Who sees itAnyone who can see the pipeline can read its dashboards. People who manage it can change them.
Their own periodSomeone who can only read can pick a different period without changing yours.
The board stripOpen cards, their value, the won rate, average age and stale cards, above every board.

Goes well with

Stop guessing how the month went.

Start with the Monthly sales report and the pipeline you already have.

Book a walkthrough

30 minutes. You choose the day and the time.

Before you build one

Not sure which numbers to watch?