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CherryBerry CRM

Consolidated Reports

CRM reporting for the whole team, in real time.

See it in a demo

The problem

Ask three people for the same number from your CRM, and you get three answers, because each one is working from their own export, taken at a different time. By the time a spreadsheet is compiled, the pipeline underneath it has already moved.

What Consolidated Reports does

Consolidated Reports is CherryBerry CRM's built-in reporting layer. It reads the live pipeline rather than a monthly export, so the position you're looking at is the current one: by source, by disposition, by person. There's no close process, and nothing to assemble before the numbers are ready.

app.cherryberrycrm.com
The CherryBerry CRM lead quality report showing leads grouped by disposition with a total
Lead quality: the live pipeline grouped by disposition, filtered by date and owner.

Capabilities

What you get with Consolidated Reports

Lead quality at a glance

Leads are grouped by disposition, so you can see how much of the pipeline is genuinely interested against how much is wrong numbers and no-answers.

Activity by person

A matrix of every user against completed, in-progress, not-started, deferred, and cancelled work: the whole team's output on one screen.

Real-time, not month-end

Reports read the live database. There is no close, no export, and no waiting for someone to assemble them.

Filter to the question you're asking

Narrow any report by date range, manager or staff member, so the same screen answers a team question and an individual one.

One set of master records

Every report reads the same records the reps work in, which is what keeps two departments' figures agreeing with each other.

Export what you need

Any report exports in a standard format when the numbers have to leave the system for a board pack.

One set of numbers, seen two ways

A rep filtering to their own name and a manager filtering to the whole team are reading the same live data, not two different systems that happen to agree. That's what “one set of master records” means in practice: the number a manager sees in a team rollup is built from the same records a rep sees in their own queue, so there's nothing to reconcile between the two views.

Questions

About Consolidated Reports

What is CRM reporting?
CRM reporting means reading the numbers that are already in your CRM, rather than exporting them into a separate spreadsheet or tool. Consolidated Reports is CherryBerry CRM's own reporting layer, so the report and the CRM are never two different sources of truth.
What's the difference between a report and a dashboard?
A report is the underlying breakdown: leads by disposition, activity by person. A dashboard is a visual summary of one or more reports. This page covers the reports themselves.
Can I filter by date range, manager, or team member?
Yes. Any report can be narrowed by date range, manager, or individual staff member, so the same view answers both a team-level and an individual-level question.
Do reports update automatically, or do I have to run them?
They read the live database directly, so there's nothing to run and nothing to refresh. The numbers reflect the current state of the pipeline whenever you open the report.
Can managers and reps see different views of the same data?
Yes. Visibility follows the hierarchical controls in user management: managers see their team's activity and numbers, and reps see their own, both from the same underlying records.
Can I export a report to share outside the system?
Yes. Any report exports in a standard format for cases where the numbers need to leave the system, such as a board pack.
Does every department see the same numbers, or can they disagree?
Every report reads the same master records the reps work in day-to-day, so there's one version of the pipeline rather than separate exports that can drift apart.

Explore more

Works well alongside

Task Scheduler

A to-do list that chases the work, tied to every lead, contact, and deal.

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Accounts

The company behind the contact, not just the person.

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User Management

The right people see the right records. Nobody else does.

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Data Import & Export

Get your data in, and get it out whenever you want.

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Notes & Attachments

The context behind every deal, kept with the deal.

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See it running on your own process

Book a walkthrough, and we'll show you consolidated reports built around the numbers your team actually tracks, not a generic demo tenant.

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