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.
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.
Sales Goals
View your sales goals or the goals of your team. Advanced Plan required.
Sales by Product
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
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.
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
Like Events, but shows the events marked as done.