Reports & Analytics
Access detailed reports from 📈 Reports in the sidebar.
Available Reports
- Revenue Summary: Total revenue, average deal size, deals closed this period
- Win/Loss Analysis: Win rate percentage, deals won vs. lost
- Pipeline Analysis: Value and count of deals by stage
- Activity Metrics: Calls, emails, meetings logged by team members
- Lead Source Analysis: Which sources bring the most leads and revenue
- Sales Cycle: Average days from deal creation to close
User Activity Report
For a per-person breakdown by week or month — calls, emails, SMS, meetings, deals created, deals won and revenue — open 📊 User Activity in the sidebar. It is sortable and exports to CSV. See User Activity Report.
Team Member Stats
The Reports page includes a per-member table with win rate and each person's share of revenue for the selected period.
User Activity Report
For a per-person breakdown by week or month — calls, emails, SMS, meetings, deals created, deals won and revenue — open 📊 User Activity in the sidebar. It is sortable and exports to CSV. See User Activity Report.
Team Member Stats
The Reports page includes a per-member table with win rate and each person's share of revenue for the selected period.
Automated Report Emails
Admins can have the activity report emailed weekly or monthly instead of remembering to open it. See Automated Activity Reports by Email.
Dashboard KPIs
The dashboard provides at-a-glance KPIs:
- Revenue (MTD) with month-over-month comparison
- Win rate
- Pipeline value (total and weighted)
- Contact count
- Revenue trend chart (6-month history)
- Pipeline breakdown doughnut chart
- Team leaderboard (managers only)