Datalook for Raynet CRM

From basic overviews to advanced reporting across teams, customers, and systems.

Raynet CRM provides clear management of sales opportunities, but its built-in reporting is no longer sufficient for companies that require deeper data analysis, more advanced insights, and the ability to combine multiple data sources.

Datalook is a reporting extension that overcomes these limitations and transforms CRM into a full-scale analytics platform.

Key advantages of Datalook compared to standard Raynet CRM reporting

Full report customization

• creation of custom dashboards using drag & drop or SQL,
• custom metrics, calculations, visualizations, and outputs based on user roles,
• reporting reflects your specific business model rather than a generic template.
  
  

Support for custom fields from Raynet CRM

• use of all custom fields, tags, and entities directly in reports,
• precise data structure aligned with user configuration, without predefined model limits.
  
  

Combination with additional data sources

• CRM data can be connected with invoicing, marketing, accounting, or support systems,
• integration with Google Sheets, Excel, databases, Snowflake, REST APIs, and more,
• a single report combines sales, finance, marketing, and operations data.
  
  

Advanced transformations and calculations

• definition of custom metrics, KPIs, segments, and trends,
• working with historical data such as churn, lifetime value, and deal velocity,
• SQL support for custom logic, filtering, and modeling.

AI-assisted analytics

• natural language queries without the need for analytical skills,
• automatic summaries of trends, outputs, and anomalies,
• fast answers for sales teams and management without reading tables or charts.
  
  

Scheduling, exports, and notifications

• regular email delivery of reports to sales reps or managers,
• exports to Excel, PDF, or embedding into internal systems,
• alerts for performance drops, trend changes, or deal risk.
  
  

Typical use cases with Raynet CRM

• sales performance by period, segment, or lead source,
• deal closing forecasts based on the current pipeline,
• combining CRM and invoicing data to measure real business impact,
• customer retention analysis and behavioral segmentation,
• identification of cross-sell and upsell opportunities.
  
  

Who is Datalook for

• companies aiming to get the most out of their Raynet CRM,
• sales managers who need comprehensive and up-to-date reporting,
• teams that want a complete view of the customer and sales journey, not just CRM fragments.