CRM Analytics and Custom Reporting
Turn CRM data into decisions: pipeline and forecast accuracy, service performance, customer value and campaign return, in dashboards your leaders trust.
Explore customer platforms capabilities & delivery details
Also known as CRM reporting, CRM dashboards, Salesforce CRM Analytics
- Metric design
- Sales dashboards
- Service dashboards
- Customer analytics
- Data modelling
- Predictive scoring
- CRM reporting
- CRM dashboards
- Salesforce CRM Analytics
- Tableau
- Power BI for Dynamics 365
- sales analytics
- CRM Health Check and Performance OptimizationCRM service
- CRM Integration ServicesCRM service
- SalesforceSalesforce, Inc.
What is CRM analytics and reporting?
CRM analytics turns customer data in the CRM, often combined with ERP, marketing and service data, into reports, dashboards and predictions. Typical outputs are pipeline and forecast reports, win-loss analysis, customer lifetime value and segmentation, service level and resolution metrics, and campaign attribution. Tools include native CRM reports, Salesforce CRM Analytics and Tableau, Microsoft Power BI, and SAP Analytics Cloud. TechTiera designs the metrics, models the data and builds the dashboards.
Reviewed 2026-10-27 by TechTiera's CRM practiceCRM Analytics and Custom Reporting at a glance
- Tools
- Native CRM reports, Salesforce CRM Analytics, Tableau, Microsoft Power BI, SAP Analytics Cloud
- Data sources
- CRM, ERP, marketing automation, service, web analytics and data warehouses
- Common metrics
- Pipeline coverage, forecast accuracy, win rate, sales cycle, customer lifetime value, churn, first-contact resolution, SLA compliance
- Advanced
- Predictive lead and opportunity scoring, churn risk, next-best action
- Related practices
- TechTiera Analytics and Business Intelligence and Tableau consulting
What does TechTiera's CRM analytics and reporting service include?
Strategy, implementation, integration, migration and managed services from one accountable team.
Metric design
A short list of agreed definitions, so win rate means the same thing in every report.
Sales dashboards
Pipeline, forecast, activity and win-loss views for reps, managers and leadership.
Service dashboards
Backlog, SLA, resolution and satisfaction views for service leaders.
Customer analytics
Segmentation, lifetime value and churn risk to focus effort on the right customers.
Data modelling
CRM and ERP data combined in a governed model in your warehouse or lakehouse.
Predictive scoring
Lead, opportunity and churn scores using platform AI or custom models.
How TechTiera approaches CRM analytics and reporting
Why CRM dashboards lose trust, and how to keep it
- Different definitions: agree one definition per metric and publish it.
- Stale or incomplete data: show data freshness and completeness on the dashboard itself.
- Too many reports: retire unused reports and keep one dashboard per role.
- No action: each dashboard should answer a question someone acts on every week.
Typical use cases
- Sales forecasting
- Pipeline reviews
- Service level reporting
- Customer segmentation for campaigns
- Executive revenue dashboards
How is the work delivered?
- DiscoverGoals, processes, data, integrations and users.
- DesignProcess, data model, security and acceptance criteria.
- BuildConfiguration and development in short, demoable sprints.
- MigrateProfiled, cleansed, rehearsed and reconciled data.
- LaunchTraining, cut-over, adoption tracking and hypercare.
- Run and improveManaged services and a prioritized backlog.
Why choose TechTiera for CRM analytics and reporting?
TechTiera delivers Salesforce, Dynamics 365, SAP CRM and SAP CX, and Creatio, so recommendations follow your requirements, not a single vendor's quota.
Consultants with large-program experience across sales, marketing and service transformation, from requirements to adoption.
In-house SAP, Microsoft 365, Power Platform, integration, analytics and content management practices, so CRM is designed with ERP, data and documents.
A practical path off SAP CRM 7.0 before mainstream maintenance ends in December 2027, to SAP CX or another platform.
Which engagement models are available?
Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.
Defined scope, deliverables and milestones for implementations and migrations.
Flexible capacity for evolving requirements, proofs of concept and enhancements.
A named CRM team working as an extension of your IT and business teams.
SLA-backed administration, support and enhancements on monthly or annual terms.
Certified administrators, developers, architects and consultants placed in your team.
CRM Analytics and Custom Reporting FAQs
What is CRM analytics?
CRM analytics is the use of reports, dashboards and predictive models on CRM data, often combined with other sources, to understand and improve sales, marketing and service performance.
Should we use Tableau or Power BI with our CRM?
Both work with Salesforce and Dynamics 365. Power BI usually fits Microsoft-centric organizations; Tableau and CRM Analytics fit Salesforce-centric ones. TechTiera delivers both.
Can CRM reports include ERP data?
Yes. CRM and ERP data can be combined in a data warehouse or lakehouse and shown in one dashboard, for example orders and invoices beside the pipeline.
Related CRM services
CRM Health Check and Performance Optimization
Scored review of security, data, automation, performance, adoption and licences.
Health check and optimization servicesCRM serviceCRM Integration Services
ERP, marketing, telephony, commerce and data platforms connected to CRM.
Integration servicesSalesforce, Inc.Salesforce
Sales, Service and Marketing Cloud, Agentforce, Data 360, integrations and managed services.
Salesforce services
