Reports and dashboardsNEW
Build reports grouping any object by any field, with count, sum or average, bar/pie/table charts and CSV export. Schedule email summaries and build dashboards your way.
- Group and aggregate any object
- Charts, table and CSV export
- Multi-currency consolidation into base currency
Free in Sellio, you only pay for the machine
BI and advanced reporting are usually paid add-ons. Here they’re included: you only pay for the machine.
Report on any object
Group, count, sum and average any CRM data, including the objects you built yourself.
Visuals that communicate instantly
Bars, pies and tables turn raw numbers into an answer leadership grasps at a glance.
Global figures without the mess
Multi-currency consolidation sums operations across currencies into one coherent total for sound decisions.
The report comes to you
Scheduled email summaries deliver your indicators to your inbox without opening the system.
Take the data anywhere
Export to CSV any time: your numbers are yours, no strings attached.
Reports on any object, including your custom ones
Automatic consolidation of several currencies into the base
Scheduled email reports, shareable with the team
From data to decision
Pick the object, grouping, metric and filters. See it as bar, pie or table and export in one click.
Multi-currency consolidation
Deals in several currencies are converted to the base currency using the rates you set, so the total doesn’t mix currencies.
Summaries on autopilot
Schedule a periodic CRM summary by email and share saved reports.
- 1
Pick an object and define groupings and metrics.
- 2
Choose the chart: bar, pie or table.
- 3
Turn on multi-currency consolidation when needed.
- 4
Schedule email delivery or export to CSV.
Leadership wants the number every Monday
Schedule an email summary and the indicators arrive ready, with no manual work.
Operations across several countries
Multi-currency consolidation sums everything into a total you can actually compare.
Understanding the funnel by source
Group deals by source and a bar chart instantly shows where to invest.
How does building a report work?
You pick the object, grouping, metric (count, sum or average) and filters, and the result shows as bar, pie or table.
Can I build reports on the objects I created myself?
Yes. Reports work on any CRM object, including the custom ones you built.
What chart types are available?
Bar, pie and table, plus CSV export any time.
Can I export the report data?
Yes, CSV export is available any time, your numbers are yours.
How does multi-currency consolidation work?
Deals in several currencies are converted to your base currency using the rates you set, so the total never mixes currencies.
Can I get reports emailed to me automatically?
Yes, you can schedule a periodic email summary.
Can I share reports with my team?
Yes, saved reports can be shared with the team.
What aggregation metrics can I use?
Count, sum and average on any field of the chosen object.
Is this included in the free plan?
Yes. It's free and you only pay infrastructure usage above US$20 per month.