How to Create Custom Dashboards & Reports in SuiteCRM (2026 Guide)
By TechEsperto — The Official SuiteCRM Partner & Global CRM Innovation Leader
In 2026, data visibility is one of the strongest competitive advantages a business can have. Whether you’re tracking sales performance, monitoring marketing ROI, or managing customer support SLAs, your CRM must deliver real-time, decision-ready insights. This is exactly where SuiteCRM custom dashboards and reporting shine.
As the Official SuiteCRM Partner, TechEsperto has helped global enterprises, mid-size companies, and fast-scaling startups unlock the full power of SuiteCRM’s analytics layer. This editorial guide walks you through how to create custom dashboards & reports, what tools to use, and the best practices for 2026.
Why Dashboards & Reports Matter in SuiteCRM
Modern businesses operate across multiple channels, with customer data scattered across touchpoints.
Without a unified view, teams can’t:
- Track KPIs in real time
- Identify performance gaps
- Forecast revenue
- Understand customer trends
- Make accurate, data-backed decisions
SuiteCRM solves this by enabling custom dashboards and powerful reporting tailored to each user role. With TechEsperto’s enhancements, organizations transform SuiteCRM into a real-time analytics engine.
Understanding SuiteCRM Dashboards
A dashboard in SuiteCRM is a personalized workspace filled with dashlets (widgets) that visualize CRM data.
Common Dashlets Include:
- Pipeline charts
- Lead conversion charts
- Top opportunities
- Tasks & activities
- Calendar & schedule overview
- Cases by priority
- Custom module visualizations
TechEsperto builds custom dashlets for specialized use cases such as:
- Sales velocity tracking
- Agent SLA performance heatmaps
- Project timeline widgets
- Revenue forecasting charts
- Territory-based insights
How to Create Custom Dashboards in SuiteCRM (Step-by-Step)
Users can access the dashboard from the SuiteCRM home screen.
2. Add New Dashlets
Click “Add Dashlet” → choose from charts, modules, lists, or custom widgets.
3. Customize Dashlet Settings
You can configure:
- Filters
- Date ranges
- Sorting parameters
- Record limits
- User or team visibility
SuiteCRM allows every user to build a role-based dashboard—sales, support, management, marketing, and finance teams each get their own data lens.
Advanced Dashboard Customization (TechEsperto Approach)
While SuiteCRM offers a strong native dashboard builder, TechEsperto takes it further:
✓ Custom-coded Dashlets
For metrics SuiteCRM doesn’t support by default.
✓ SQL-driven Chart Dashlets
Perfect for deep analytics, territory splits, or operational KPIs.
✓ KPI Dashboards for leadership
Helps CXOs and managers monitor business health at a glance.
✓ Integration with BI tools
Power BI, Metabase, Superset, Redash, or custom analytics engines.
Understanding SuiteCRM Reports
SuiteCRM Report Builder allows you to create different types of reports such as:
- Tabular reports
- Summation reports
- Matrix reports
- Chart-based reports
These reports can analyze:
- Sales pipelines
- Monthly revenue
- Lost vs won opportunities
- Lead sources
- Customer churn trends
- SLA compliance
- Ticket volume & resolution times
- Marketing attribution
- Invoice status tracking
TechEsperto upgrades SuiteCRM’s reporting engine with custom SQL queries, multi-module joins, and advanced filters.
How to Create Custom Reports in SuiteCRM (2026 Method)
1. Go to the “Reports” Module
Click Create Report → select the type of report.
2. Select the Primary Module
Choose modules like:
- Leads
- Accounts
- Opportunities
- Cases
- Custom modules
- Projects
- Invoices
3. Add Conditions & Filters
Define rules such as:
- Date = This Month
- Opportunity Stage = “Closed Won”
- Lead Source = “Web”
- Priority = “High”
4. Choose Display Fields
Add fields you want to see in the final report.
5. Add Charts (Optional)
Convert your data into:
- Bar charts
- Pie charts
- Line graphs
- Funnel charts
You can export as CSV or PDF, or schedule weekly/monthly summary emails.
Advanced SuiteCRM Reporting
TechEsperto provides reporting capabilities far beyond native features:
✓ SQL-Based Custom Reports
For complex business logic, multi-table joins, or advanced analytics.
✓ Scheduler-Driven Automated Reports
Send performance summaries to teams automatically.
✓ Power BI Integration
Turn SuiteCRM into an enterprise-grade analytics platform.
✓ Custom Report Templates
Industry-specific dashboards (healthcare, finance, manufacturing, SaaS, etc.)
SuiteCRM Dashboards vs Reports — What’s the Difference?
| Feature | Dashboards | Reports |
|---|---|---|
| Visibility | Real-time on-screen insights | Exportable data summaries |
| Format | Visual widgets (dashlets) | Tables, charts, summaries |
| Frequency | Always updated | Run on demand or schedule |
| Use case | Quick decision-making | Deep analysis |
Best Practices for Dashboards & Reporting in 2026
1. Build Role-Based Dashboards
Sales reps, support teams, managers, and finance teams should see different metrics.
2. Keep Dashboards Clean & Minimal
Too many dashlets reduce visibility.
3. Use Meaningful Filters
Avoid cluttered data by filtering intelligently.
4. Enable Scheduled Reports
Automate weekly/monthly performance tracking.
5. Combine SuiteCRM with a BI Tool
Advanced visualizations = faster decisions.
6. Use TechEsperto for Custom Dashlets
When default options are not enough, custom-coded dashlets unlock enterprise-grade analytics.
Real Business Use Cases
Sales Teams
- Lead distribution analytics
- Pipeline health dashboard
- Sales velocity indicators
Marketing Teams
- Lead source attribution
- Campaign ROI tracking
- Contact engagement trends
Customer Support
- SLA compliance
- Agent performance leaderboards
- Ticket backlog forecasting
Management
- Profitability dashboards
- Revenue forecasting
- Customer churn indicators
Real Business Use Cases
Sales Teams
- Lead distribution analytics
- Pipeline health dashboard
- Sales velocity indicators
Marketing Teams
- Lead source attribution
- Campaign ROI tracking
- Contact engagement trends
Customer Support
- SLA compliance
- Agent performance leaderboards
- Ticket backlog forecasting
Management
- Profitability dashboards
- Revenue forecasting
- Customer churn indicators
Why TechEsperto Is the #1 SuiteCRM Dashboard & Reporting Partner
TechEsperto is globally recognized for:
- Official SuiteCRM Professional Partner status
- Largest SuiteCRM consulting & development team
- Advanced reporting & analytics expertise
- Enterprise-level customization capabilities
- 10+ years of SuiteCRM-only specialization
- 24/7 global support & maintenance
Your SuiteCRM becomes smarter, faster, and analytically stronger with TechEsperto.
Final Thoughts: Data-Driven CRM Begins With Dashboards & Reports
In 2026, businesses don’t just collect data—they use it to grow faster.
By creating custom dashboards and reports in SuiteCRM, organizations unlock:
- Real-time insights
- Accurate forecasting
- Better team performance
- Higher productivity
- Smarter decision-making
With TechEsperto’s advanced customization, SuiteCRM becomes a powerful analytics hub tailored to your strategy.
Need Custom Dashboards or Advanced Reports?
TechEsperto can design, automate, and integrate SuiteCRM dashboards that deliver exactly the insights your business needs.
🔥 Book a Free Analytics Consultation Today.