A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Have you ever found yourself staring at a mountain of data, wondering how to make sense of it all? Maybe you’ve already dipped your toes into Power BI and discovered its potential to transform raw ...

Excel can feel like a maze of endless rows, columns, and formulas, especially when you’re trying to create something as detailed as a loan repayment report. If you’ve ever found yourself overwhelmed ...

In a recent BNY Mellon survey, 42% of asset manager respondents said they faced difficulties in getting consensus from internal stakeholders. When done right, investment reporting should streamline ...