Customer Reports FAQs

Customer Reports in KEBS are a set of analytical reports that consolidate every interaction, transaction, and engagement an organization has with its clients. They form part of the KEBS CRM and Deal Management modules and give sales, account, and customer success teams a unified view of customer health, revenue contribution, and engagement performance.

To access them, navigate to CRM > Reports > Customer Reports.

KEBS provides a comprehensive set of customer focused reports out of the box, including:

• Customer Master Report: Complete directory of all active and inactive customers.
• Customer Revenue Report: Revenue contribution by customer across periods.
• Customer Engagement Report: Interaction history including emails, calls, and meetings.
• Customer Churn Report: Customers lost over a defined period with reasons.
• Customer Lifetime Value Report: Total value generated by each customer.
• Customer Health Report: Account status, satisfaction indicators, and risk signals.

Customer Reports are housed within the CRM module of KEBS. Navigate to CRM > Reports > Customer Reports to view the full library. Reports can also be pinned to your personal dashboard for quick daily access.

Yes. KEBS allows full customization of Customer Reports. You can define the columns, metrics, filters, grouping, and visualization style that align with your organizational goals. Custom reports can be saved and shared with team members or pinned to dashboards.

KEBS Customer Reports are powered by real time data. Any new lead, deal closure, invoice, project, or customer interaction is reflected immediately in the reports. This ensures that decision makers always work with the most current customer intelligence.

Yes. KEBS supports multi parameter filtering. You can slice customer data by region, industry vertical, account owner, deal stage, customer status, contract value, and many other attributes. Saved filter combinations can be reused for recurring reporting cycles.

KEBS AI brings predictive intelligence to Customer Reports. It identifies churn risks, surfaces upsell and cross sell opportunities, flags accounts showing engagement decline, and recommends actions to retain high value customers. This shifts customer success teams from reactive analysis to proactive account management.

Yes. The Customer Revenue Report and Customer Profitability Report give a clear view of revenue earned, costs incurred, and margin generated for each customer. This is especially valuable for professional services firms looking to identify their most profitable accounts and engagement patterns.

The Customer Churn Report combined with KEBS AI analyzes engagement frequency, support ticket trends, payment patterns, and satisfaction indicators to flag accounts at risk. Account managers receive early warnings, allowing them to engage proactively and retain critical customers.

Yes. Every report can be exported in CSV, Excel, or PDF format. You can also schedule reports to be emailed periodically to stakeholders, ensuring leadership and account teams stay informed without manually pulling data.

Customer Reports pull data natively from across the KEBS platform, including the CRM, Deal Management, Project Management, Finance Management, and Ticket Management modules. This integrated approach ensures every customer view is complete and accurate without manual data consolidation.

Yes. KEBS connects customer data with project delivery metrics, giving account managers visibility into project status, billable hours, milestone achievements, and customer satisfaction scores for each engagement. This unified view supports both account retention and project quality.

Yes. Access to Customer Reports is governed by role based permissions. Sales leaders, account managers, finance teams, and customer success heads can be granted different levels of visibility. Sensitive data such as revenue and margin can be restricted to authorized roles only. Configure under Settings > Roles & Permissions.

Yes. KEBS offers plug and play integration with leading platforms such as Salesforce, HubSpot, Microsoft Dynamics 365, SAP, Oracle, and Microsoft 365. This allows customer data and reports to flow seamlessly across systems, eliminating duplication and reconciliation work.

The Customer Engagement Report tracks every interaction across emails, calls, meetings, support tickets, and project touchpoints. Trend graphs show engagement intensity month over month, helping teams identify cooling accounts and recommit attention to relationships that need nurturing.

Yes. KEBS is built for enterprise grade security. The platform is ISO 27001 certified, AICPA SOC 2 Type 2 compliant, and GDPR aligned. Customer data is protected through encryption, strict access controls, and full audit transparency to ensure regulatory compliance.

Yes. KEBS allows you to schedule reports to be delivered daily, weekly, monthly, or quarterly via email to selected stakeholders. This ensures leadership and account teams receive consistent updates without manual intervention.

The Customer Revenue Report includes built in sorting and ranking by revenue contribution. You can also apply filters to view top customers by region, industry, or product line. KEBS AI further enriches this with recommendations on upsell potential for high value accounts.

Yes. KEBS Customer Reports include contract lifecycle data such as contract start date, renewal date, contract value, and onboarding status. This helps account managers stay on top of renewals and avoid revenue leakage from missed engagements.

Getting started is simple. Request a demo through the KEBS website and our implementation team will guide you through CRM configuration, customer data migration, report customization, and user training. Most organizations are up and running on Customer Reports within a few weeks, with ongoing support to help you realize the full value of the module.