Reports
Analyze your sales data and create custom reports
Total Revenue
$125,430
Last 30 days
+12.5%
Deals Closed
42
Last 30 days
+8.3%
Conversion Rate
24.8%
Last 30 days
-2.1%
Avg. Deal Size
$2,986
Last 30 days
+4.2%
Sales Performance
Revenue, deals closed, and targets
Total Revenue
$995,000
Deals Closed
370
Avg. Deal Size
$2,689
Pipeline Analysis
Deal stages, conversion rates, and forecasting
Pipeline Summary
| Stage | Deals | Value |
|---|---|---|
| Prospecting | 125 | $1,250,000 |
| Qualification | 80 | $960,000 |
| Proposal | 45 | $675,000 |
| Negotiation | 30 | $525,000 |
| Closed Won | 25 | $375,000 |
| Total | 305 | $3,785,000 |
Conversion Rates
Qualification → Proposal56%
Proposal → Negotiation67%
Negotiation → Closed Won83%
Activity Metrics
Emails, calls, meetings, and notes
Emails
256
+12% vs. last week
Calls
180
+8% vs. last week
Meetings
46
-5% vs. last week
Notes
91
+15% vs. last week
Conversion Analysis
Conversion rates and sales funnel
Current Conversion Rates
Lead → Opportunity33%
Opportunity → Demo67%
Demo → Proposal73%
Proposal → Close47%
Conversion Insights
Opportunity → Demo
+5% vs. last quarter
Improved demo scheduling process is showing results.
Proposal → Close
-3% vs. last quarter
Consider reviewing pricing strategy and negotiation training.
Report Templates
Start with a pre-built report template
Sales Performance
Revenue, deals closed, and targets by rep and time period
Pipeline Analysis
Deal stages, conversion rates, and forecasting
Activity Metrics
Calls, emails, meetings, and notes over time
Conversion Analysis
Conversion rates and sales funnel