Reports & Dashboard

Turn Big Data
into the Big Picture

Venio offers a comprehensive business dashboard covering customers, deals, activities, and team performance, consolidating key data in one place so every decision you make is always data-driven.

Customer Insight Dashboard
Leading companies and SMEs trust Venio CRM for business data analysis.

Full-service Payroll Management

See sales opportunities and trends with the sales opportunity dashboard

Venio gathers data on sales opportunities, sales targets, and achieved sales

  • Deal Overview
  • Sales Target Overview
  • Sales Trends
  • Sales Closing Opportunities
  • Conversion Trend (Hrs.)
  • Sales Opportunities
  • Sales Team Performance
  • Value of Deals Likely to Close
Oppotunities Dashboard

Export to Excel & PDF

Export data immediately
in the format your team needs

Export reports in Excel anytime, ready for meetings, presentations, or archiving without the hassle of manual copying

  • Customer Follow-up Report
  • Sales Report
  • Product Report
  • Sales Order Report
  • Sales Staff Task Report
  • Case Report
  • Customer Activity Report
  • Quotation Report
  • Product Report
  • Contact Report
  • Travel Expense Report
  • Service Report
Case Dashboard

Full-service Payroll Management

Covers all dimensions
with unlimited data filtering

Create a dashboard tailored to your business with flexible filters, customizable views, unlimited filters, and unlimited widgets

Venio Dashboard

Real-Time Update

Executives see updates
on the dashboard instantly

Sales teams can record deals, activities, and customer information from their mobile devices anywhere. All data updates to the dashboard in real-time. Executives can track business movements without waiting for end-of-month reports or Excel files from admins.

Monthly Report Dashboard

Multi-Perspective Dashboard

A ready-to-use dashboard covering every aspect of your business

Venio offers dashboards tailored to each role's workflow, such as Sales Managers viewing Activity and Sales Orders to manage their teams, executives seeing overall sales summaries, and sales teams tracking their deals and targets—everyone gets instant access to decision-making data.

Executive Dashboard
Customer Dashboard
Activity Dashboard
Oppotunities Dashboard
Chat Dashboard
Salesperson Dashboard
Expense Dashboard
Case Dashboard

Turn Big Data into a Big Picture
Make decisions with Venio Reports & Analytics

Manage your dashboard excellently, turning data into actions that your team can immediately follow up on. It's time to plan customer meetings.

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