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.