Custom Highrise Reports and Dashboards with eazyBI
Extend limited Highrise reporting tools with powerful, flexible, and easy-to-use Highrise analysis, visualization, and reporting tools from eazyBI.
A Complete Overview of Your Highrise Deals
Highrise is a simple CRM application for managing customer contacts, potential deals, cases, tasks, e-mails, and other information.
eazyBI greatly extends standard Highrise reports with an advanced, easy-to-use, flexible, and fast analysis, visualization, and reporting system.
- Analyze your Highrise deal-flow — created, updated, pending, won or lost deals.
- Have an overview of your deals: prices, value, revenue, and forecasts.
- Keep an eye on created, completed or due tasks, and task-related notes, emails, and comments.
- View your reports by company or person, creator or assignee, by stage, tag currency or time — any way you like.
- Classify deals by their approximate probability to calculate “Forecast value” and “Forecast revenue.”
- Pre-define currency conversion calculations to convert between USD and EUR, allowing you to easily define your own currency conversions.
- Powerful calculation features to create personalized, compelling reports, and dashboards.
- Import custom Highrise contacts fields ( eazyBI Standard or higher ).
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Working with the eazyBI custom reporting tool has been extremely valuable to our organization. It’s ability to pull data flawlessly from Highrise and Basecamp makes this a product we use every day at Brand Labs.
President of Brand Labs
Questions, Feedback, Support, and Documentation
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if you have any questions, feedback, or suggestions. We are always happy to hear from our clients.
For more detailed information about eazyBI for Highrise — concepts, data import, creation of charts, reports, and dashboards — please refer to eazyBI Highrise documentation.
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