CRM Reports

DevPremier CRM ships with built-in reports across sales, marketing, support, and finance — plus enterprise analytics for advanced KPIs.

• Home dashboard — widgets for leads, revenue, tasks, and activity (role-dependent).
• Marketing reports — attribution by source, campaign ROI (see Marketing & Attribution docs).
• Pipeline reports — stage conversion and forecast (see Deals Pipeline docs).
• Enterprise Analytics — executive and category dashboards at /analytics/*.

Most list screens support CSV export from the toolbar. Credit note refunds, marketing reports, and analytics exports have dedicated export centers.

For bulk data movement, use Import & Export under Integrations.