Reports
Reports give you visibility into your pipeline, team activity, and sales performance.
Available Reports
Go to Reports in the sidebar to access all reports.
| Report | What it shows |
|---|---|
| Pipeline | Deals by stage, value, and expected close |
| Activity | Calls, emails, meetings, and tasks logged |
| Forecast | Expected revenue based on deal stage and probability |
| Sequence Performance | Open/reply rates per sequence |
| Campaign Performance | Open/click rates per campaign |
| Inbox | Response times, resolution rates, CSAT scores |
| Goal Progress | Team and individual goal tracking |
Pipeline Report
Shows the health of your sales pipeline.
Filters:
- Date range (deal created or close date)
- Assigned owner
- Stage
Metrics:
- Total deals per stage
- Total value per stage
- Average deal size
- Deal velocity (average days to close)
Funnel view: see the drop-off rate between stages — where are deals getting stuck?
Forecast Report
Projects your expected revenue for the selected period.
How it works: Each deal stage has a win probability (set in Settings → Pipeline):
- Lead: 10%
- Qualified: 30%
- Proposal: 60%
- Negotiation: 80%
- Won: 100%
Weighted forecast = sum of (deal value × stage probability) for all open deals with a close date in the period.
Best case = sum of all open deal values (ignoring probability).
Activity Report
Shows what your team has been doing.
Metrics per rep or team:
- Emails sent
- Calls logged
- Meetings held
- Tasks completed
- Notes added
Filter by date range and team member. Export to CSV for external reporting.
Date Ranges
All reports support common date range presets:
- Today
- This week / Last week
- This month / Last month
- This quarter / Last quarter
- Custom date range
Exporting Reports
Click Export on any report to download as:
- CSV — for Excel/Google Sheets analysis
- PDF — for sharing with stakeholders
Scheduling Report Emails
Set up automatic report delivery:
- Open a report
- Click Schedule
- Choose frequency: daily, weekly, or monthly
- Enter recipients (email addresses)
- Click Save Schedule
Recipients receive a PDF summary at the chosen interval.
Tips
- Pipeline review: run the Pipeline report weekly in team meetings to discuss stuck deals
- Rep coaching: use the Activity report to see who is most and least active
- Forecast accuracy: compare Forecast to Actual each quarter to calibrate your stage probabilities