# Custom Reports and Dashboards
> Extract entirely new sales insights by creating custom reports and dashboards in your favorite CRM.
Source: https://blog.salesflare.com/custom-reports-dashboards
Language: en
Published: 2021-08-26 · Updated: 2023-08-18
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## Extract all the Insights you need
We believe that sales software should be **easy**.
That’s why, from the early beginnings, Salesflare has come with dashboards that deliver crucial sales insights **100% out of the box**, without any need for you to build them yourself. Fully automated.
These insights cover both how you’re doing revenue wise and team/activity wise, and even calculate a [revenue forecast](https://blog.salesflare.com/sales-forecasting). Unlike in other systems, they also allow you to go beyond the current status and go back in time, to a specific month, quarter or year.
As time has gone by, however, you have started asking us more and more for **custom reporting capabilities**. Today, it’s even Salesflare’s most popular feature request.
That’s why we’ve set out at the start of this year to make building custom [sales reports](https://blog.salesflare.com/sales-report) easy… and now the result of our work is going out of beta. 🥳
Without further ado, we’re very proud to present **Salesflare’s newest Pro feature: custom dashboards and reports**!
Let me give you a quick overview! 👇
_For more depth, check out [this detailed how-to article on custom reporting](https://howto.salesflare.com/en/articles/5511505-how-can-i-make-custom-dashboards-reports). Or watch [this how-to video](https://salesfla.re/custom-dashboards-reports). And if you want some inspiration, check out this list of [popular sales dashboard examples](https://blog.salesflare.com/)._
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## Reports & dashboards
To keep things straightforward, the custom reporting works with only two concepts ✌️: reports and dashboards.
A **report** is a specific visual representation of a part of your data that provides you with concrete insights. It can be a chart (bar, column, line, pie), a table or a scorecard.
And a **dashboard** is a page where you place a group of your related reports.
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## Create your own dashboards
Want to create a whole new visual overview to present or analyze your data?
Just click on the new dashboard selector at the top left (it replaced the tabs!) and click “**Create dashboard**“. Just give it a name and you can start filling it right away with your own reports! 📈
_Just click “Create dashboard” in the new dashboard selector._
To edit your dashboard, click “**Edit dashboard**” in the menu at the top right. You’ll be able to **drag and drop** your reports around to arrange them the way you prefer.
_Easily arrange your dashboard with drag and drop 🖱️_
To give you **full control**, you can also reorder your dashboards, delete a dashboard, move a report from one dashboard to another, duplicate reports, and delete them. ✨
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## Create your own reports
Want to extract new insights from your data?
This is where the magic happens! 🧙
Salesflare’s new report builder allows you to report in any way you like on your opportunities, accounts, contacts or tasks… **in an easy way**.
Just select the **entity** (opportunities, …) and the **chart type** first. Then start selecting your **axes** straight on the chart; plus you can optionally segment your data too.
_Build beautiful reports in a visual way ✨_
You can **narrow down the data** you want to report on by using the filtering panel on the right (it works the same way as everywhere else in Salesflare). Plus there’s some handy **advanced options** at the bottom.
_More advanced options can be found at the bottom!_
The report builder allows you to **preview your report** on the dashboard by changing the dashboard filters. One thing you may need to wrap your head around for a second is what time field you want the dashboard time filter to apply to, but once you got that down, you’re unstoppable. 💪
Don’t forget to give your report a great name and maybe a description for your future self and teammates.
For a much more detailed guide, **check out [this how-to article on custom reporting](https://howto.salesflare.com/en/articles/5511505-how-can-i-make-custom-dashboards-reports)**. Or if you prefer watching over reading, **watch [this how-to video](https://salesfla.re/custom-dashboards-reports)**. 👈
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## Many more improvements and bug fixes
We fixed the bugs you reported, upped the performance in a few important places, tweaked some app flows, and much more. As always, keep the feedback coming through the live chat on our homepage — we thrive on it! 😍
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## Coming up next… 🥁
- A series of upgrades to the email workflows 💌
- Linking contacts to accounts while editing a contact 👥
- A built-in email finder 📧
- A handy LinkedIn sidebar 😎
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Ready to power up your sales? Give Salesflare a try.
We’re an easy-to-use sales CRM for small B2B companies that’s chock-full of automation and always up to date!
_We hope you liked this feature update. If you did, follow us on social media!_
👉 _You can follow @salesflare on_ _[Twitter](https://twitter.com/salesflare)_, _[Facebook](https://www.facebook.com/salesflare/)_ _and_ _[LinkedIn](https://www.linkedin.com/company/salesflare)._
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## Related
- [7 Sales Dashboard Examples (30 Reports) + How to Build Them](https://blog.salesflare.com/sales-dashboard-examples.md)
- [Analyze your funnel](https://blog.salesflare.com/analyze-your-funnel.md)
- [Trace Any Relationship](https://blog.salesflare.com/trace-any-relationship.md)
- [Manage Your Tags](https://blog.salesflare.com/manage-your-tags.md)
- Previous: [Ai Ching Goh of Piktochart](https://blog.salesflare.com/interview-ai-ching-goh-piktochart.md)
- Next: [How To Build A Sales Funnel That Sells](https://blog.salesflare.com/create-a-sales-funnel-in-4-stages.md)