Dynamic reports
Describe what you want to know. Get the report, on a schedule.
Reports start as a sentence, not a query builder. "Show me every open deal over $50k with no activity in two weeks." "Weekly summary of what shipped, what slipped and why." Metomorph pulls from the projects, tasks, CRM records, forms and documents it has access to, and produces a report with the numbers and the narrative — the figure and the explanation of the figure, which is the part a dashboard never gives you.
Last month's report definition still works this month, and the reasoning behind each number is traceable back to the source.
Any report can be re-run on demand or put on a schedule and delivered automatically. They can be personal — a view only you see — or shared as the organization's canonical weekly. Because they are generated from live records rather than a static extract, last month's report definition still works this month, and the reasoning behind each number is traceable back to the source.
Illustrative scenario data. Figures shown are product examples, not measured customer results or industry benchmarks.
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