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!