Turn CRM Data into Action with Custom Dashboards & Reports
We design real-time dashboards and tailored reports inside Dynamics 365 — so your sales, marketing, and support teams can track what matters, when it matters.
What We Offer
See the Big Picture, Down to the Last Click
We help you unlock real insights from your CRM data — not just rows and columns, but dashboards and reports your team actually uses.
Here’s what we build:
Sales Performance Dashboards
Visualize deal pipelines, forecast revenue, and track rep activity in real time — all filtered by region, rep, or deal stage.
Marketing Analytics Reports
Measure email engagement, campaign ROI, landing page conversions, and lead sources with clear, dynamic views.
Customer Service Dashboards
Monitor case volumes, SLA breaches, agent workloads, and resolution times from a single screen.
KPI & Goal Tracking Widgets
Display role-based metrics like quota progress, response time goals, or MQL-to-SQL conversion rates — all live.
Custom Report Builders
Build reports from custom entities, cross-module data, or calculated fields using drag-and-drop tools.
Power BI Integration
Sync Dynamics 365 with Power BI for deep analytics, executive dashboards, and multi-source insights.
Who It’s For
Built for Teams That Want to Make Smarter, Faster Decisions
Our dashboards and reporting solutions are perfect for:
Success Snapshots
Real Results from Real Customizations
“Automated lead routing and boosted follow-ups by 40% in just 2 weeks.”
Client: HomeFlow Realty CRM
Real Estate – Florida, USA
“Tripled student engagement after automating campaigns with Dynamics 365 Marketing.”
Client: LearnSpark
EdTech – Toronto, Canada
“Reduced customer service case resolution time by 60% using SLA automation.”
Client: StyleBasket
Ecommerce – London, UK
“Migrated 250,000+ records and implemented automated email workflows within 30 days.”
Client: CrediEdge
Finance – Dubai, UAE
Industries We Serve
Reporting That Speaks Your Industry’s Language
We don’t just build dashboards — we make them relevant to your workflows, goals, and KPIs.
Real Estate
Track leads by property, agent activity, pipeline health, and close rates — all on visual dashboards.
Finance & Banking
Monitor onboarding volumes, compliance metrics, advisor performance, and AUM trends with custom CRM reports.
Healthcare
Visualize patient flow, appointment trends, case volume, and referral metrics in an easy-to-read format.
Manufacturing
Report on distributor activity, sales rep productivity, and inventory-related deal metrics across regions.
EdTech & Training
Track student inquiries, campaign effectiveness, enrollment conversions, and course-specific engagement.
Ecommerce & Retail
Monitor ticket resolution times, order trends, customer lifetime value, and support KPIs.
Why Choose Us
We Don’t Just Show You Data — We Help You Act on It
Here’s why teams trust us to turn raw CRM data into real business intelligence:
Certified CRM & Power BI Experts
From simple views to advanced analytics, we’ve built dashboards across Sales, Marketing, and Service.
Clean, Role-Based Views
Show the right people the right data — no clutter, no confusion, just clarity.
Tailored Visuals, Not Templates
Every dashboard we build is customized to your KPIs, your roles, and your goals — not cookie-cutter layouts.
Secure Access & Sharing
Control who sees what with secure, permission-based access — whether inside CRM or through Power BI.
Fast Turnaround, No Guesswork
Get actionable dashboards in days, not weeks. We don’t keep you waiting for insights.
Built to Scale with You
Need to track more users, more modules, or more data sources? We design for growth, not rework.
Pricing & Hiring Models
Flexible Engagements for Every Reporting Need
Whether you need one dashboard or a full suite of reports — we’ve got a model that fits your speed and scale.
| Model | Best For | Engagement Type | Starting At |
|---|---|---|---|
| Hourly Developer | Quick report tweaks, dashboard edits | Flexible hourly contracts | $25/hour |
| Monthly Developer | Ongoing reporting needs across teams or modules | Full-time resource | $3000/month |
| Fixed-Cost Project | Full dashboard builds with Power BI or custom CRM | Milestone-based pricing | Custom quote |
| QuickStart Packages | Most-used dashboards (sales, support, marketing) | Pre-scoped, turnkey setup | From $1499 |
Frequently Asked Questions
Got Data? We’ll Help You Make Sense of It.
Want Dashboards That Drive Action — Not Just Data?
We build reporting tools your team will actually use — clean, real-time, and tailored to your business.
Start with a free consultation or request developer profiles today. Onboarding in 48 hours.