Can I mix data from different modules?

Yes. Build a unified report that puts leads, deals, companies, and users side by side, each with its own filters.

Export any report or card to PDF, Excel, or CSV, and pick up the file from your export log whenever it is ready.

What is the forecast accuracy report?

It compares what LIO predicted against what actually closed, so you can see bias by rep, period, or pipeline.

Do reports stay up to date?

Yes. Reports pull from your live data, so every time you open one it reflects where things stand right now.

Can I save a report to reuse?

Yes. Save the reports you run often and open them again anytime, so you never rebuild the same view twice.

Reports, built your way

Build any report and export it anywhere

Pick the fields and filters you need, see them as a chart or a table, and export a clean report to PDF, Excel, or CSV in seconds.

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Any question, answered in a report.

LIO builds the report you need from your own data and exports it clean, so you always have the numbers to back you up.

Custom reports

Pick fields and filters.

Unified view

Mix leads and deals.

Forecast accuracy

Predicted vs actual.

Export anywhere

PDF, Excel, or CSV.

About LIO

Never wrestle a spreadsheet again

LIO turns your data into the exact report you need, then hands you a clean export, so you skip the copy and paste.

Built to your spec

The fields you choose.

Exported clean

PDF, Excel, or CSV.

Report on anything

Every number, in one report

Build a report on any part of your CRM, filter it down, and export it however you like.

Builder

Report on anything

Pick the fields, add the filters.

Unified

Mix it all in one

Leads, deals, and more.

Saved reports

Keep your reports

Ready whenever you need them.

Export

Export in a click

PDF, Excel, or CSV.

Live

Always current

Numbers refresh as you go.

Forecast accuracy

Predicted vs actual

See where the forecast was off.

From data to report

Turn raw data into a report you can send

Pick what to measure, filter it down, and export a clean report in one flow.

You go from question to answer fast

LIO builds the report from your live data, so you get the answer and a clean export without a spreadsheet.

Choose the fields and filters you need.
See it as a chart, table, or stat.
Export it to PDF, Excel, or CSV.

Back every call with the numbers

Pull the exact report you need for a review, export it clean, and walk in with the numbers already in hand.

Report on any module or all at once.
Check your forecast against what closed.
Export a ready-to-share file in seconds.

Questions and answers

Everything you need to know

Get answers to the common questions about reports in LIO.

Pick a module, choose the fields and filters you want, and view it as a chart, table, or stat. Then export it if you need to.

Turn your data into reports you can send.

Pick a plan that fits your team today and add reports as you grow.

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