Reports & Analytics
Dashboard Reports
The main dashboard provides real-time insights:
Key Metrics
- Total active leads
- Open deals and pipeline value
- Revenue (this month / quarter / year)
- Activities completed today
- Conversion rate
Charts
- Revenue Trend — Monthly/quarterly revenue over time
- Pipeline Funnel — Leads by stage (visual funnel)
- Lead Sources — Where leads are coming from (pie chart)
- Team Performance — Activity and conversion per rep
Report Categories
Sales Reports
| Report | What it Shows |
|---|---|
| Pipeline Summary | All deals by stage with values |
| Revenue by Month | Monthly revenue trend |
| Win/Loss Analysis | Won vs lost deals with reasons |
| Sales Forecast | Predicted revenue based on pipeline |
| Deal Velocity | Average time to close per stage |
| Rep Performance | Deals won, revenue, activities per rep |
Lead Reports
| Report | What it Shows |
|---|---|
| Lead Funnel | Conversion at each stage |
| Source Performance | Leads and conversions per source |
| Response Time | How fast leads are contacted |
| Lead Aging | How long leads stay in each stage |
| Unassigned Leads | Leads without owners |
| Lead Score Distribution | Score breakdown across pipeline |
Activity Reports
| Report | What it Shows |
|---|---|
| Activity Summary | Calls, emails, meetings per rep |
| Call Report | Call duration, outcomes, frequency |
| Task Completion | Tasks done vs overdue |
| Follow-up Rate | % of leads with timely follow-ups |
Invoice & Revenue Reports
| Report | What it Shows |
|---|---|
| Invoice Aging | Overdue invoices by age bucket |
| Collection Rate | % of invoices paid on time |
| Revenue by Customer | Top customers by revenue |
| Monthly Invoicing | Total invoiced per month |
| Outstanding Receivables | Total unpaid amount |
Filtering Reports
All reports support:
- Date Range — Last 7 days, 30 days, 90 days, This Year, Custom
- Team Filter — All team, My data, Specific rep
- Pipeline Filter — Specific pipeline or all
- Source Filter — Specific lead source
Exporting Reports
Export any report as:
- PDF — For sharing and printing
- Excel/CSV — For further analysis
- Email — Schedule reports to be emailed daily/weekly
Custom Dashboards (Coming Soon)
Build your own dashboard with:
- Drag-and-drop widgets
- Custom KPI cards
- Custom charts with your data
- Shareable dashboard links
Report Permissions
| Role | Access |
|---|---|
| Admin | All reports, all data |
| Manager | Team reports, their team's data |
| Rep | Personal reports only |
| Viewer | Read-only access to assigned reports |
Tips
- Review pipeline weekly — Catch stale deals early
- Track source ROI — Invest more in channels that convert
- Monitor response time — Faster = higher conversion
- Share reports with team — Transparency drives performance
- Set goals — Use forecasting to set achievable targets
- Export monthly — Keep records for business reviews