Reporting
CRM reporting gives visibility into pipeline health, sales performance, and conversion rates — helping managers make informed decisions.
Pipeline analysis
Pipeline Analysis shows all opportunities with their stage, expected revenue, probability, and close date. View as a bar chart, line chart, or pie chart. Group by salesperson, sales team, stage, or source. Filter by date range to analyse a specific period. The bar chart grouped by stage gives an instant view of pipeline distribution.
Activities report
The Activities report shows all scheduled activities across the team — who has what planned, when, and for which opportunity. Use this for weekly sales meeting preparation. Filter by due date to see overdue activities that need immediate attention.
Forecast
The Forecast view shows expected revenue per salesperson per month based on opportunity close dates and probabilities. This gives a forward-looking view of expected income. Compare the forecast against targets to identify gaps early.