erinoStop asking for reports. Just look.
Every call, WhatsApp, stage change and payment already lives in Erino, so your dashboards fill themselves. Owners see revenue and source ROI, managers see follow-up discipline and stuck deals, reps see their targets. Live, on web and mobile, without anyone building a spreadsheet.
Prefer to see it first? Book a live demo →
Reports teams open every day
What are CRM sales dashboards and reports?
Sales dashboards show live numbers about your sales team and pipeline, and reports break them down by rep, source, stage or period. Good ones answer "what is working, who needs help and what will close" without spreadsheets. Erino's dashboards are built from every call, WhatsApp, task and deal in the CRM, with role-based views for owners, managers and reps on web and mobile, and custom reports your account manager builds with you.
- Live data
- Role-based views
- Source ROI
- Follow-up compliance
- Forecast
- Custom reports
- On mobile
Every number opens up.
Click a KPI to see what's behind it, and what to do about it.
Six views that answer the questions you ask every week.
Built from activity data, so the numbers are what actually happened, not what someone typed in.
How long does your weekly report take to build?
Free 30-minute reporting audit. We map the numbers you need and show them live on your own data.
Numbers you don't have to build.
Dashboards are only as good as the data under them. Erino captures activity automatically, so reports stay honest.
| What sales reporting needs | Erino | Excel + WhatsApp updates | Typical CRMs |
|---|---|---|---|
| Data freshness | ✓Live | ✕Weekly, if someone builds it | ✓Live |
| Calls and WhatsApp in reports | ✓Logged automatically | ✕Self-reported | ~Only if integrated |
| Source to revenue | ✓Built in | ~Manual matching | ~Needs setup |
| Role-based views | ✓Owner, manager, rep | ✕One sheet for all | ✓Usually |
| Custom reports | ✓Built by your account manager, included | ~DIY | ~DIY or paid partner |
| On mobile | ✓Yes | ~Screenshots | ~Varies |
Comparison reflects typical setups as of 2026; features vary by vendor, plan and edition. More: Zoho CRM alternatives · LeadSquared alternatives · TeleCRM alternatives
"Our previous CRM recorded everything but enforced nothing."
Founders and sales heads on what changed once follow-ups stopped depending on memory.
We don't sell you a CRM and leave. We stay.
Every Erino account comes with a dedicated team that builds your CRM, changes it as your business grows and trains every new joiner. A partner after the sale, not a ticket number.
✓ Included with every Erino accountA named account manager
One person who knows your business, on WhatsApp and calls.
Most CRMs:A ticket queueSetup changes, included
New stage, field, automation or report? Ask, and we build it.
Most CRMs:Paid change requestsEvery new joiner trained
New team trained as often as needed, not only at launch.
Most CRMs:Trained onceAdoption reviews
We review usage with you and fix whatever isn't sticking.
Most CRMs:Usage nobody checksReady before every peak season
Routing, reports and automations tuned before your busiest weeks.
Most CRMs:You're on your ownYour requests on our roadmap
Feature requests assessed for impact on your business and prioritised.
Most CRMs:Lost in a backlog
Illustration of a typical Genuine Care conversation
Tighten your sales in the meantime.
Free tools our team built for sales teams. No sign-up needed.
Questions sales teams ask us
Didn't find yours? Ask it on a free audit call, or WhatsApp us.
What dashboards does Erino include?
Owner, manager and rep dashboards covering leads, first reply time, calls and connect rate, AI call scores, follow-up compliance, pipeline and stage conversion, stuck deals, source ROI, forecast and revenue against target.
Is the data live?
Yes. Dashboards update as your team works, because calls, WhatsApp, tasks and stage changes are logged in Erino automatically.
Can I build custom reports?
Yes. Your account manager builds reports around your KPIs, such as admissions by branch and course or cost per sale by campaign, as part of Genuine Care, included.
Can I see which lead source brings sales?
Yes. Every lead keeps its source and campaign, so Erino shows leads, sales, conversion and cost per sale by source.
Can different people see different dashboards?
Yes. Views are role-based: owners see the business, managers see their teams, reps see their own numbers.
Can I see dashboards on my phone?
Yes. Dashboards work on the Erino mobile app as well as the web.
Can I export reports?
Yes. Reports can be exported for sharing with your team, board or investors.
Do reports include AI call data?
Yes. Agent scores, intent and top objections from AI call intelligence appear in dashboards next to activity numbers.
How long does it take to set up?
Teams can go live in as little as 2 weeks, with your key dashboards built by your account manager.
Is data secure?
Erino's data is hosted in India and the platform is aligned with India's DPDP Act, with role-based access and encryption in transit and at rest. See the Security & Trust page.
See your sales numbers live, not next Monday. In 30 minutes.
An Erino specialist maps the numbers you track today and shows them as live dashboards on your own process. You keep the findings either way.
- The KPIs that matter for your team
- Gaps in how your data is captured today
- Your owner, manager and rep dashboards, designed
- A live walkthrough on sample data
Get your free sales reporting audit
Share your number and an Erino specialist will call you, map the numbers you track today and show them as live dashboards. No cost, no obligation.