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CRM reporting software · 100% French · GDPR compliant

activity reports
in your CRM

Analyze your sales performance, track your key indicators, and make informed decisions with activity reports integrated into your Djaboo CRM. Everything is centralized, visual, and exportable with a single click.

Customizable dashboards
Export PDF & CSV
Real-time update
your-business.djaboo.app — Reporting

Monthly Report — February 2026

38 400€
Revenue of the month
↑ +12%
78%
Conversion rate
↑ +5 pts
24
Quotes sent
↑ +8 vs N-1
Monthly revenue — last 6 months
Sep
Oct
Nov
Dec
Jan
February
Top customers of the month
Volta Agency
9 800€
Construction Solutions
7 200€
HR+ Consulting
5 100€
+ 12 %
CA vs N-1
4.7/5
Satisfaction
2h
Earned/week
Real time
Up-to-date data
6 000+
active companies
We’ve Got Their Trust
Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency
Why choose Djaboo?

Why choose Djaboo?

Good reporting software does more than just display numbers. It allows you to understand what's happening, anticipate what's coming, and act at the right time — without spending hours in Excel.

Real-time dashboards
View your key indicators (revenue, pipeline, conversion rate, outstanding payments) automatically updated. No need to run a report manually.
Business performance analysis
Track your sales performance month by month, by salesperson, by product, or by sector. Identify what's working and what's hindering your growth.
Activity report per employee
Measure the productivity of each team member: number of calls, follow-ups, quotes sent, contracts signed. Everything is traceable and comparable.
Export PDF, CSV and share
Export your reports as PDF or CSV with one click. Share them with your team, accountant, or investors without leaving the platform.
In-depth customer analysis
Identify your best customers, those at risk of leaving, and those with high growth potential. Make data-driven decisions, not intuition.
Customizable reports
Create your own reports with the metrics that matter to you. Drag and drop, advanced filters, custom date ranges — you choose.
Automatic alerts & reports
Receive your weekly or monthly reports automatically by email. Set alert thresholds to be notified when a KPI deviates.
Project profitability monitoring
Cross-reference time spent, billing, and margin per project. Know exactly which projects are profitable and where you're losing money before the end of the month.
Dedicated features

Features dedicated to CRM software
reports

Djaboo centralizes all your business data to give you a 360° view of your activity. Say goodbye to cobbled-together Excel spreadsheets or time-consuming manual exports.

Sales Analysis

Sales analysis: understand your performance

Djaboo's sales analytics module lets you track your revenue growth, quote-to-invoice conversion rates, and individual sales performance. Identify your top revenue streams and focus your efforts where they have the greatest impact.

Thanks to interactive charts, compare your results month after month, quarter after quarter. Each data point is clickable for detailed information—no need to juggle multiple tools. Treasury real-time data is directly connected to your sales reports.

  • Daily, monthly and annual sales tracking
  • Quote → invoice conversion rate per salesperson
  • Analysis by product, service and sector of activity
  • Automatic comparison of N vs N-1
Sales Analysis — Q1 2026
Change in turnover
2026 2025
Jan
February
Mar
€112k
Total Q1 2026
€89k
Total Q1 2025
+ 26 %
Growth
Salesperson performance
SC
Sophie C.
48 200€
KD
Karim D.
34 800€
Customer reports

Customer reports: identify your best profiles

Knowing who your best customers are isn't just about revenue. Djaboo analyzes each customer's behavior: purchase frequency, average order value, payment terms, and likelihood of churn. You'll know exactly who to focus on for the next period.

Automatically segment your customer base by value, sector, or risk level. Each segment is directly actionable: send a targeted campaign, assign a dedicated salesperson, or trigger an automated follow-up. profitability Each customer's revenue is calculated automatically by cross-referencing revenue, hours, and costs.

  • Customer ranking by revenue, margin and frequency
  • Customer health score calculated automatically
  • Alerts about customers at risk of leaving
  • Dynamic segmentation and direct actuation
Customer Report — Feb. 2026
CA breakdown
€112k
Top 3 clients (50%)
Mid-tier (25%)
Others (25%)
Customer Health Score
Volta Agency
94
Construction Solutions
82
HR+ Consulting
61
M. Carpentry
38
High-risk client: Martin Carpentry
Inactive for 45 days · Last purchase: €980
Restart →
Prospecting reports

Prospecting reports: boost your conversion

How many leads enter your pipeline each week? At which stage do you lose the most opportunities? How many days does it take you to convert a lead into a customer? These answers are in Djaboo, updated in real time.

Analyze the performance of each stage of your sales funnel. Identify bottlenecks, adjust your sales process, and train your teams on the weaknesses identified by data—not intuition.

  • Pipeline stage conversion rate
  • Average sales cycle length
  • Lead volume by source and by salesperson
  • Average value of opportunities won and lost
prospecting funnel
Pipeline — Feb. 2026
Incoming prospects
This week
48
100%
Quotes sent
34
71%
Under negotiation
21
44%
Contracts signed ✓
16
33%
8,4j
Average sales cycle
4 200€
Average value earned
They talk about it best

Our users They speak about it best

★ ★ ★ ★ ★

“Before Djaboo, I spent two hours every Monday compiling data in Excel for my reporting. Now I open my dashboard in the morning and everything is there. I've reclaimed time and I finally have a clear view of what's working.”

ML
Marie L.
Sales Director · HR Consulting
★ ★ ★ ★ ★

"The prospecting reports helped me identify that I was losing 60% of my opportunities at the quote stage. I reworked my offers and my conversion rate jumped 22 points in 6 weeks. Actionable data, that's the real value."

TB
Thomas B.
Founder · Digital Agency Lyon
★ ★ ★ ★ ★

“I share the monthly report with my partners as a PDF generated with one click. No more cobbled-together PowerPoint presentations. Our strategic meetings are now based on reliable and up-to-date data. It really changes the quality of our decisions.”

ND
Nadia D.
Co-founder · Training organization
Dashboards

Dashboards
customizable

Every role has its own key performance indicators (KPIs). A manager wants to see revenue and profit margin. A salesperson wants to see their pipeline and follow-ups. A project manager wants to see milestones and time spent. Djaboo lets you build the dashboard that perfectly matches your role.

Drag and drop your favorite widgets: line charts, bar charts, pie charts, KPI cards, tables—everything is customizable. Save multiple views and switch between dashboards with a single click. Share your configuration with your team or keep it private.

  • Intuitive drag & drop interface to compose your dashboards
  • Widget library: charts, KPIs, tables, alerts
  • Dynamic filters by period, commercial, sector
  • Sharing views with access permissions
Create my dashboard →
My Dashboard
View Direction
Commercial View
View Projects
+ New
Monthly Revenue
38 400€
↑ +12% vs last month
Conversion rate
78%
Pipeline in progress
124 500€
Add a widget
Automatic reports

Report creation

Creating a report shouldn't take an hour. In Djaboo, you choose your metrics, filters, and time period, and the report is generated instantly. Need a specific view? Save it and schedule it to be sent automatically every week or month.

Your reports can be exported as PDFs for management meetings or as CSV files for advanced analysis in Excel. Share a viewing link with a colleague or client without requiring them to have a Djaboo account.

  • Code-free, 100% visual report generator
  • Scheduled automatic sending (weekly, monthly, quarterly)
  • Export high-quality PDF for your presentations
  • Secure sharing link, no account required
New report — Configuration
1. Choose the metrics
Monthly revenue ✓
Conversion ✓
New customers
Invoicing/Billing
2. Plan the shipment
Automatic monthly report
Sent on the 1st of each month · 3 recipients
Export PDF
Share
Concrete use cases

Use Cases concrete

Djaboo reporting adapts to all profiles and all management situations.

Track your sales every week

As a salesperson or manager, you check your dashboard every Monday morning. Revenue, pending quotes, follow-ups: it's all there in 30 seconds. You start the week with a clear overview.

Understanding your profitable customer base

Identify the 20% of customers who generate 80% of your revenue. Understand their profiles, behaviors, and industries. Focus your prospecting efforts on these same profiles for maximum ROI.

Optimize your prospecting

Analyze your conversion rates by source, salesperson, and sector. Identify where your prospects get lost in the funnel and precisely optimize the steps that are hindering your growth.

Take action

Don't let your customers slip away.
Pilot the Growth with Djaboo!

Join 6,000+ entrepreneurs who make informed decisions with Djaboo reports. Free 14-day trial, no credit card required.

ML
TB
ND
Join 6 000+ companies that manage their business
FAQ — Your questions, our answers

FAQ — Your questions,
our answers

What is a CRM activity report?+
A CRM activity report is a document or dashboard that summarizes your company's sales data: revenue, number of prospects, conversion rate, performance per salesperson, pipeline evolution, etc. In Djaboo, these reports are generated automatically from your real-time data, without manual manipulation.
Can we create custom reports?+
Yes. Djaboo lets you create 100% customized reports: choose your metrics, filters (period, salesperson, industry, customer), visualization type (chart, table, KPI), and save your view. You can create as many reports as you want and share them with your team.
Can the reports be exported as PDFs?+
Yes. All Djaboo reports and dashboards can be exported to PDF with a single click, featuring a professional, shareable layout. You can also export to CSV for advanced analysis in Excel or Google Sheets. A secure sharing link is also available for stakeholders without an account.
Automatic reports?+
Yes. You can schedule the automatic sending of your reports by email at your preferred frequency: weekly, monthly, or quarterly. Define the recipients (team, management, accountant), and Djaboo will send the report on the scheduled date, without any action required from you.
Prospecting report?+
The Djaboo prospecting report allows you to track your entire sales funnel: number of leads per source, conversion rate per stage of the pipeline, average sales cycle time, and the value of won and lost opportunities. All this data can be filtered by salesperson, time period, and industry for precise analysis.
What data is accessible in real time?+
All your CRM data is accessible in real time within Djaboo: revenue, quotes, invoices, pipeline, contacts, sales team activity, time spent on projects, and outstanding payments. As soon as a team member records an action in Djaboo, your dashboards update automatically—no manual refresh required.
Ready to take control of your business?

Stop navigating by sight.
Start flying with data.

Join 6,000+ entrepreneurs who are making informed decisions
thanks to Djaboo's automatic reports.

14 days free No bank card Real time data
5 / 5 - (564 votes)