CRM Reporting &
Dashboards.

Real numbers. Dashboards your leadership team can actually read. We build the reports and visibility tools so you know exactly where revenue comes from, where deals get stuck, and what your team is actually doing every week.

Executive DashboardsPipeline VisibilityRep Activity ReportsAny CRM Platform
What it is

Gut feel isn't a growth strategy.

Most CRM reporting is either broken or ignored. Either the data going in is bad so the reports mean nothing, or the reports are technically running but nobody looks at them because they're too complicated or too slow to load.

Good CRM reporting is simple, accurate, and decision-ready. Your leadership team should be able to look at a dashboard and know immediately what's healthy, what's at risk, and what needs attention.

We build reporting systems that are built on clean data, designed for the specific decisions you need to make, and maintained so they stay accurate as your business grows.

Not sure if this is what you need?
Browse all 10 services or book a free call to find out.
View All Services
What's included
Reporting needs assessment
What decisions do you need to make and what data do you need to make them
Data quality verification
Reporting built on bad data is worthless - we verify the data first
Pipeline and forecast reports
Deal volume, value, velocity, and win rate by stage, rep, and time period
Lead source attribution reports
Which channels produce leads and which produce revenue
Rep activity dashboards
Calls, emails, meetings, and pipeline updates by rep so you know who's doing what
Executive summary dashboard
One-page view of the metrics leadership needs weekly
Revenue forecasting reports
Weighted pipeline forecasts by close date, probability, and rep
Automated report delivery
Key reports delivered automatically on a schedule so nobody has to remember to pull them
Who needs this

You need this if...

📊
You don't trust your own numbers

Your pipeline says $500K. Your actual close rate says that's $150K. The gap exists because the data going into your reports isn't reliable.

🕐
Reports take too long to pull

Every time you need a number you have to export to Excel and build it manually. Your CRM should give you that answer in seconds.

👁️
Leadership has no visibility

You can't tell at a glance what's closing this month, which reps are behind, or where the bottleneck is. You find out when it's too late to act.

Platforms

Works on any CRM.

We work inside whatever platform you use.

The process

How it works
with Pear.

01
Reporting discovery

We understand what decisions you need to make, who needs what information, and how often.

02
Data audit

We verify the data feeding into your reports is accurate before building anything on top of it.

03
Report and dashboard build

We build every report and dashboard in your CRM, configured for your specific metrics and audience.

04
Automated delivery setup

Key reports scheduled for automatic delivery so leadership gets them without asking.

05
Training and handoff

We show your team how to read the reports, how to filter them, and how to maintain data quality going forward.

FAQ

Common questions.

What if our data is bad?
We find out in the data audit step. If the data is unreliable we scope a cleanup before building reports - there's no point building reports on data you can't trust.
Can you build custom reports for our specific business?
Yes. Everything we build is specific to your business, your sales process, and the decisions you need to make. We don't use templates.
How long does report setup take?
Most reporting builds take 3-7 business days depending on the number of reports and the complexity of the data model.
Can reports be delivered automatically?
Yes. We set up automated report delivery on a schedule - daily, weekly, or monthly - so key stakeholders get the information they need without pulling it manually.
What if our CRM reporting tools are limited?
Most major CRMs have solid reporting tools if they're used correctly. For CRMs with limited native reporting we can connect external tools like Google Looker Studio.
★★★★★

"For the first time I can look at a dashboard on Monday morning and actually trust the numbers. Pear built reports that show what I need to see to run the business."

Client — Partner With Pear Client

Ready to actually see your numbers?

Book a free call. We'll look at your current reporting and tell you what it would take to make it trustworthy.

Book a Free Call