Simply C2 · CRM standard feature

Customer service insights from a dashboard you'll actually check, and reports you can actually build

A bird's-eye dashboard for the day-to-day, and a growing library of 100+ standard and custom reports for everything else — pending tickets, technician load, spares demand, and wherever your own questions lead.

Customer service insights that drive improvements and increase customer delight.

  • See Pending, Closed and Unassigned Tickets at a Glance
  • Query 100+ Standard and Operations Reports
  • Build Custom Reports With Boolean Logic
  • Export to Google Sheets or CSV
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Real customer service insights: service dashboard showing pending, closed and unassigned ticket counts, spares awaiting approval, and this week's schedule load

What breaks without structured dashboards and reports

  • The dashboard shows everything, so it tells you nothing.Without a grouped, bird's-eye view, a busy operation buries the six numbers that actually matter under a wall of raw ticket rows.
  • Bottlenecks stay invisible.If you can't see how long tickets sit at each stage, you can't tell whether the delay is in assignment, estimation, approval, or the repair itself.
  • “Who's overloaded?” has no quick answer.Without load-by-technician and load-by-territory views, an uneven week looks the same as a balanced one until someone complains.
  • A one-off question means a spreadsheet, not a report.If the only reports are the ones IT built last year, any new question — “which model fails most in Chennai?” — means exporting data and doing it by hand.
  • Data stays locked in the CRM.If you can't move data to Sheets or CSV, deeper analysis outside the CRM simply doesn't happen.
Inside the CRM

A bird's-eye view of your operations

Pending tickets, closed tickets, unassigned tickets, spares indents awaiting your approval, and a calendar of scheduled activity — grouped so you can scan it in a minute, not mine it for ten.

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Simply C2 customer service insights for a service operation
A sample Simply C2 report showing closed tickets grouped by state, by month
Reports, not just a dashboard

Slice it by center, team, technician, or state

A dashboard tells you the day is busy. A report tells you which center, which technician, or which state is driving it — grouped and filtered the way you actually think about the business.

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100+ reports, and growing — plus a builder for the rest

Standard reports

A wide set of pre-built reports you can monitor daily, without setting anything up first.

Operations reports

Pre-built reports focused on the health of your service operations against key operational metrics.

Custom reports

Query the reports tables yourself with boolean logic, and save the result for reuse — including against your own custom fields and forms.

Export for analysis

Port data to a linked Google Workspace Sheet, or download as CSV, when you need to go further than the CRM.

The key metrics you need to watch

Know where the process bottlenecks are

Time taken to assign a ticket, to move from assignment to estimate, from estimate to approval, and from approval to repair — broken out by stage, so you know exactly where a job is losing time.

  • See a Running 12-Month Trend of Tickets Logged and Closed
  • Spot Which Days and Which Technicians Are Overloaded
  • Compare Team, Territory and Service-Center Performance
  • Break Load Down by Center, Technician, Ticket Type or Equipment
Sample time-taken-by-stage breakdown: assigning a ticket, assign to estimate, estimate to approval, approval to repair
Simply C2 · Customer to Companies

The Simply C2 Platform
For Dashboards and Reports

YouYour customer
1

Your own web based Simply C2 CRM

  • Dashboard and 100+ reports
  • Custom report builder
  • Google Sheets and CSV export
2

Simply C2 customer portal

  • Your verified customers get access
  • See their own ticket status
  • Fewer status-check calls to your team
3

Simply C2 mobile app for your technician

  • Schedule and load for the day
  • Logs feed straight into reports
  • No separate data entry step
4

Simply C2 mobile app for your customer

  • Track their own ticket's progress
  • Fewer “where's my repair” calls
  • Message the service team directly

Carry the dashboard with you

The Simply C2 CRM app gives your team schedule, load and ticket status on the move — the same data that feeds every report. Let customer service insights drive action.

Get it on Google Play

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FAQ

What customer service insights does the Simply C2 dashboard show?

A grouped, bird's-eye view of pending, closed and unassigned tickets, spares indents awaiting approval, scheduled visits needing sign-off, and a calendar of activity and open tickets from previous periods.

How many reports does Simply C2 provide out of the box?

Over 100 standard and operations reports, covering common questions across tickets, technicians, centers and spares — and growing as new report types are added.

What if the report I need doesn't already exist?

Custom reports let you query the underlying tables yourself using boolean logic, including against any custom fields or forms you've set up, and save the result for reuse.

Can I get the data out of Simply C2 for further analysis?

Yes. Reports can be ported to a linked Google Workspace Sheet, or downloaded as CSV, if you want to take the analysis further outside the CRM.

Can I see performance by team, territory or service center, not just overall?

Yes. Load and performance data can be broken down by service center, team or individual technician, and by ticket type or equipment type.

See the dashboard and the 100+ reports on your own data.

Setup takes a call, not a sales pitch.

Try Simply C2 for free