Sales reports

Open Reports in the menu. Sales shows how your pipeline performs; Owner Company admin and Department manager also see a Team tab with activity per person.

#Choose what you see

At the top:

• Date range: Today, This week, This month, Last month, This quarter, This year or Custom with From, To and Apply.
• Pipeline: one pipeline or All pipelines.
• Owner: everyone, My deals or selected people.

Money is converted to your company's base currency at today's rates (≈). Without general CRM access you see Only your own deals, leads and activity.

With brands, All brands narrows every report to your company (main brand) or one brand: deals by the brand of their pipeline, leads by their own brand. The pipeline list then shows that brand's pipelines.

#Key figures

#The reports

• Won revenue over time: by won date, per day, week, month or quarter.
• Pipeline value by stage: open deals right now.
• Conversion funnel: how many deals created in the period reached each stage.
• Win rate, deal size and cycle per period.
• Lost reasons: why deals were lost and to which competitors.
• Lead sources: leads per source, how many converted, and won deals by source.
• Leaderboard: won value, open pipeline and activities per owner.
• Activities per person: emails, calls, meetings and notes logged.

Select CSV on any table to download it.