Stop rebuilding reports:

Why Filterable CRM Data Tables Are A Game-Changer

Brought to you by UpStage’s CEO, Drew McManus

Ever spent hours tweaking a CRM report only to realize you need to see the data from a different angle? Frustrating, right? 🤯

Traditional CRMs often lock you into the pre-defined filters of a report. But what if you could slice and dice your data on the fly, without rebuilding the report? 🔪

That’s the power of filterable data tables in a CRM like UpStage.

Say goodbye to endless report tweaks and hello to effortless exploration. Simply generate a report and then apply filters to specific fields or criteria.

  • Agility: Gain instant insights from existing reports without starting from scratch.
  • Flexibility: Drill down into specific data segments for granular analysis.
  • Efficiency: Save time previously spent rebuilding reports for different needs. Filters produce immediate results, no need to rebuild or reload the page.
  • Collaboration: Easily share filtered views with colleagues for informed discussions.
  • Save & export filtered results: one-click simplicity creates duplicates of the report or exports to a CSV with your applied filters for future reference or sharing.
  • Create and combine filters: Build complex queries by combining multiple filters for even deeper insights.

Unlock the full potential of your CRM data. Choose a solution that empowers flexible analysis and makes informed decision-making a breeze!