Sugarcrm Reporting Templates

SugarCRM is the only company that provides a complete solution for marketing, sales, and customer service. With over 20 years of experience and millions of customers in 150 countries SugarCRM is trusted by small businesses to Fortune 500 companies like HP, Ford Motor Company, Panasonic, Hess Corporation, and AT&T to provide an integrated platform that helps them increase revenue while improving their customer relationships.

Logo ActionDesk

Actiondesk is a spreadsheet interface that connects to Sugarcrm and your other data sources so you can build live reports.

Put your Sugarcrm reports on a spreadsheet

Use our pre-built Sugarcrm templates to get started quickly. Or you can start from scratch - integrating a data source takes only 2 minutes.

Or, if you have your own use case in mind...

Start building your Sugarcrm report


Connect your Sugarcrm data live

Actiondesk connects to Sugarcrm and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Want to combine data from Sugarcrm and other data sources?

Actiondesk can easily blend data from different data sources in a single, unified spreadsheet report.

Toast POS
Sapaad Pte Ltd
Revel Systems
QuickBooks POS
Poster POS
Poster POS
Miva Merchant
Miva Merchant

Read more on Sugarcrm and Actiondesk

How To Connect Sugarcrm To Google Sheets

Follow our step by step guide to import Sugarcrm data automatically into Google Sheets using an Apps Script. Alternatively