📊 Overview
My Custom Reports gives you the ability to access any field in MarketSharp and build the exact insights your business needs. You can request reports that include data such as lead source, salesperson performance, job progress, payment trends, or any other field in the CRM. Our team will build the report to your specifications.
To learn more on using My Custom Reports, check out this article: My Custom Reports Features
📁 What MarketSharp Reporting Already Offers
MarketSharp includes a variety of reporting tools to help you understand your business performance:
Built in dashboards and reports: Predefined options for sales pipeline, conversion rates, lead volume, and job performance
Performance and financial metrics: Operating statements, net sales, closing ratios, and salesperson comparisons
Lead source analysis: Visibility into which lead sources generate the best results
Real time data access: Reports that automatically refresh as your CRM updates
Project and payment visibility: Track job statuses, invoicing, payments, and overall project timelines
Limitation: Current MarketSharp reports cannot query every field within the system. My Custom Reports removes this limitation.
➕ What My Custom Reports Adds
My Custom Reports expands the reporting capabilities by allowing:
Access to any field in MarketSharp, including standard and custom fields
Filtering data multiple ways using column headers such as sort ascending or descending, filter by date, or choose a preset range like last 30 days
Switching chart types so you can view the same data as a pie chart, bar chart, line chart, scatter plot, or other format
Direct collaboration with a reporting expert to design and refine your request
Delivery of reports in CRM dashboards or export to a spreadsheet
🧪 Default Reports
Two example reports will be loaded for every user. These samples highlight how filtering, sorting, and chart options in My Custom Reports provide a more flexible and powerful experience compared to existing reporting.
💵 Fee Structure
Creating a custom report involves expert time to define requirements, gather data, assemble the layout, and test the output. A fee of $99 will apply to each request. You will be notified of the cost before any work begins.
⚙️ How It Works
Submit a request: Use the My Custom Reports page to describe what you need, including fields, filters, grouping, and visualization format.
Expert review: A reporting specialist contacts you to clarify requirements, estimate effort, and confirm the fee.
Approval: After you approve scope and cost, we begin building your report.
Delivery and validation: You receive a draft version to review and can request refinements.
Final delivery: Your report is finalized and available in CRM or as an export.
📌 Typical Use Cases
Comparing salesperson performance across territories or timeframes
Analyzing job value by lead source and salesperson
Tracking repeat or warranty business by customer type
Building project cost versus revenue dashboards based on job types or products
Creating detailed payment aging or invoice to payment timeline reports
🌟 Benefits
Tailored insights that reflect exactly what matters to your business
Powerful filters that let you query and view data your way
Dynamic chart types that make data easier to understand
Access to all fields, including custom data points not available in standard reporting
Expert support in designing and delivering your report
Default templates that showcase the advantages of the new system