What reporting does Mizu CRM include?
Mizu CRM provides dashboards and reports for pipeline, marketing, and support metrics drawn from live CRM data in the organization.
Analytics & Reporting
Data-Driven Decisions Across Every Function
Custom dashboards, pre-built reports, and scheduled delivery give every stakeholder the visibility they need without analyst overhead.
Analytics Capabilities
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Custom Dashboards
Build personalized dashboards from a library of widgets covering pipeline, revenue, activity, support, and marketing data. Dashboards update in real time and can be shared across team members or embedded in external reports.
- Drag-and-drop widget placement on configurable grid
- Widget library: charts, tables, KPI tiles, funnels, and maps
- Dashboard sharing with view-only or edit permissions
- Personal and team dashboard separation
- Dashboard templates for Sales, Support, and Executive views
What Teams Report
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Related pages
Frequently asked questions
Are reports based on exported spreadsheets?
Reporting is designed to run on CRM records in Mizu. Teams can still export when needed, but dashboards are meant to use the live system of record.
Can leaders and operators share the same metrics?
Yes. Analytics sits on the same organization-scoped data used by sales, marketing, and support, so reports reflect the same customer activity.
Ready to unlock your data?
Talk to our team about analytics deployment for your organization.