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The Powerful Report Engine of Pipeliner CRM
E-books / Pipeliner CRM / Aug 1, 2025 / Posted by Nikolaus Kimla / 1

The Powerful Report Engine of Pipeliner CRM

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The Power of Pipeliner CRM’s Report Engine: Turning Data into Decisions

The Powerful Report Engine of Pipeliner CRM, Nikolaus Kimla argues that Pipeliner CRM offers what is likely the most flexible, visual, and powerful Reporting Engine in the CRM market. He contends that traditional CRM reporting can be time-consuming and often requires multiple people and even the IT department to create a single report. Pipeliner set out to revolutionize report creation with a focus on three core principles: complete data transparency, entirely visual reports, and ease of creation and automation. This approach gives users instant, dynamic visualization of their data, which is essential for making informed decisions<.

But what exactly makes Pipeliner’s reporting so different?

Reporting Engine Features

Pipeliner’s user-friendly design allows you to create reports from any of its entities—such as an Account, Contact, or Opportunity—which is a significant departure from other CRM systems. The “Power Panel” is a central feature that allows you to modify report views easily, set access permissions (private, public, or custom), and apply filters. Pipeliner also offers a wide range of chart visualizations, including line graphs, bar charts, pie charts, and stacked bar charts, to make data instantly understandable. Another powerful feature is “Report Scheduling,” which automates the process of sending reports regularly, saving valuable time.

The New CRM Role in Companies

The ebook explores how Pipeliner CRM has expanded far beyond a traditional “point solution”. This has created a new, critical role within companies—one that is responsible for connecting processes across different departments, including sales, marketing, finance, and product development. Kimla uses the analogy of Johann Strauss’s “Blue Danube Waltz” to illustrate the ideal of a smooth, seamless flow of data between departments. This new role is vital for a company to survive in today’s competitive environment, and Pipeliner offers to educate individuals for this position at no cost.

More on Report Engine Features

In this chapter, Kimla dives deeper into advanced reporting functionalities. You’ll learn about the simple process of sharing reports with team members and the ability to enable or disable editing permissions. A standout feature is “Historical Reporting,” which allows you to analyze historical data, such as opportunity trends over a specific time period, with a unique Sankey visualization. The “Advanced Report” feature is also highlighted for its ability to combine multiple entities and fields, providing a more comprehensive view of your data.

The Vital Importance of Reporting

Reporting is “the most critical function for any CRM system”. Pipeliner’s reporting is designed to be highly flexible so that it can adapt to the constantly changing needs of a business. This flexibility is the basis for the term “Instant Dynamic Visualization”. Kimla explains the difference between “knowledge” and “information,” arguing that Pipeliner’s dynamic reporting gives users the knowledge and insight needed to identify problems and make informed decisions. This focus on core issues and problem-solving ultimately leads to greater efficiency and profitability.

The Report Engine AI Agent

The ebook concludes with a look at the future of reporting: artificial intelligence. Pipeliner has released its first effective AI agent for the Report Engine, which makes creating reports as simple as typing or speaking your instructions. However, Kimla strongly emphasizes that AI is only valid if your data is accurate and clean. This is why Pipeliner provides a “Duplicate Checker” to ensure meaningful results. The reports generated by the AI agent can be easily added to Pipeliner’s powerful dashboards, giving sales management a comprehensive overview of the company’s operations.

About Author

CEO and partner of pipelinersales.com and the uptime ITechnologies, which I founded in 1994 and has since played a significant role in the development of the IT-environment. pipeliner is the most innovative sales CRM management solution on the market. Pipeliner was designed by sales professionals for sales professionals and helps close the gap between the requirements of C-level executives for transparency and the day-to-day operational needs of field and inside sales. I am also the founder and Initiator of the independent economic platform GO-AHEAD!, which orientates itself on the principles of a free marketplace in terms of liberal and social responsibility. Connecting people, the trust of business leadership in terms of values such as freedom, self-responsibility, and entrepreneurial spirit, and strengthening their awareness in order to create a dynamic boost within the economy triggered through spontaneity, all stand for the initial ideas surrounding GO-AHEAD! I studied in Los Angeles and Vienna and received my Masters's Degree in 1994. I am married and have 3 children My Specialties are in: Sales Management, Sales CRM Software, CRM Cloud Solutions, SAAS, Business Strategy, Software Development, "Pipeline Management", Social responsibility, outbound sales, b2b sales, inside sales, sales strategy, lead generation, sales process, entrepreneurship, coaching, mentoring, speaker, opportunity management, lead management, Austrian School of Economics

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