Custom Highrise Reports and Dashboards with eazyBI

Extend limited Highrise reporting tools with powerful, flexible, and easy-to-use Highrise analysis, visualization, and reporting tools from eazyBI.

How It Works

A Complete Overview of Your Highrise Deals

Highrise is a simple CRM application for managing customer contacts, potential deals, cases, tasks, e-mails, and other information.

eazyBI greatly extends standard Highrise reports with an advanced, easy-to-use, flexible, and fast analysis, visualization, and reporting system.

  • Analyze your Highrise deal-flow — created, updated, pending, won or lost deals.
  • Have an overview of your deals: prices, value, revenue, and forecasts.
  • Keep an eye on created, completed or due tasks, and task-related notes, emails, and comments.
  • View your reports by company or person, creator or assignee, by stage, tag currency or time — any way you like.
  • Classify deals by their approximate probability to calculate “Forecast value” and “Forecast revenue.”
  • Pre-define currency conversion calculations to convert between USD and EUR, allowing you to easily define your own currency conversions.
  • Powerful calculation features to create personalized, compelling reports, and dashboards.
  • Import custom Highrise contacts fields ( eazyBI Standard or higher ).

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Questions, Feedback, Support, and Documentation

Please feel free to contact eazyBI support if you have any questions, feedback, or suggestions. We are always happy to hear from our clients.

For more detailed information about eazyBI for Highrise — concepts, data import, creation of charts, reports, and dashboards — please refer to eazyBI Highrise documentation.