Sales Reporting & Business Insights
Simple and clear visual reporting and business intelligence. Make informed decisions quickly with access to detailed information.
Next: Security & Reliability
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Reporting Dashboard

One place to check the performance of your business.Make informed decisions and take action.

Visual Reporting

Simple and easy to understand graphs, charts and tables which don’t require a rocket science degree.

Individual Person Reports

Granular reporting allowing you to analyse individual team members performance.

Lost Reason Analysis

Discover quickly why you are loosing sales in your business, allowing you to take quick action

Visual Sales Reporting

Understand your business with access to a comprehensive suite of sales reports and insights. Drill into the detail of particular opportunities, discover more about your team and the performance of clients.

Beautiful Charts

Simple Tables

Export to Excel

Data drives Actions

Make informed business decision by having quick access to data:

Sales Funnel Report

Lost Reasons Report

Sales Performance Report

Stage Distribution Report

Invoicing Timeline Report

Activity Report

Filters & Custom Results

Team Members

Use the team filter to understand the performance of individual team members

Contacts

Filter your reports by individual contacts at a company, have visibility of your advocates and detractors

Tags

Use your tags to create custom reports grouped by data that is important to you.

Company

Filter report results by a specific company, get an overview of their conversion and lead times

Date Range

Enter a custom date range to discover the status of you pipeline at different times

Source

Assess the performance of different opportunity sources and give clarity to your marketing spend

What Are You Waiting For?

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Next: Security and Reliability