Sales reps can track their results and managers can see their team’s performance.

You can see deals and activities across time or any data point you want. Create charts to view the team members that bring more revenue, understand the reasons behind your data and make corrections to your sales process.

You can identify trends, uncover areas for enhancement, and align your sales efforts. You can obtain these important sales KPIs per user and pipeline:

• Sales Revenue
• Sales Growth
• Sales Pipeline Value
• Sales Velocity
• Average Deal Size
• Win Rate

The reports have several filters on the top. Be careful to select them correctly to view the information you want.

Sales Report

This reports provides a chart with data about the closed deals by period

Sales Forecast

Similar to the Sales Report but provides the expected sales volume based on the expected closing date.

Days to win

The average deal duration

Win rate

This is your sales conversion rate

Sales Goals

View your sales goals or the goals of your team. Advanced Plan required.

Sales by Product – Quotes

View your sales (won deals) based on the products you sold. This works on the product added to “quotes”. Standard Plan required.

Forecast by Product – Quotes

View the products in your Pipelines. This report let you see the products added to your “quotes” and it is based on expected closing date. Very useful for provisioning. Standard Plan required.

Active Subscriptions

Recurring revenue and number of subscriptions active in a time frame. Standard Plan required.

New Subscriptions

Subscriptions that have been activated during a time frame. Standard Plan required.

Ended Subscriptions

Subscription that have been ended/cancelled during a time frame. Standard Plan required.

Lost Deals

View the deals you lost.

Deals Opened

View the deals by open date.

Events

View the events added to calendar by type (Task, Call, Meeting, etc.)

Events Completed

Like Events, but shows the events marked as done.

We provide reports that offer an insightful overview of most businesses’ operations. We are not currently offering custom reporting but we allow you to easily download data through our user interface or APIs. With tools like Excel pivots, you can build any additional views. For those seeking tailored reporting solutions, our Enterprise Plan offers the option.