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CRM · Guide 16

Reports

The CRM includes 10 analytical reports. All support date range filtering.

  • Sales and customer teams
  • Updated

In this guide

16.1 Pipeline Report

Shows deal distribution across pipeline stages:

  • Deal count and value per stage
  • Weighted pipeline value (value x probability)
  • Stage conversion rates

How to use:

  1. Go to Sidebar > Reports > Pipeline Report
  2. Select the pipeline
  3. Set the date range

16.2 Win/Loss Analysis

Shows deal outcomes with reasons and patterns:

  • Win rate by pipeline, rep, and source
  • Lost deal reasons breakdown
  • Average deal cycle time
  • Stage-level drop-off analysis

How to use:

  1. Go to Sidebar > Reports > Win / Loss
  2. Set the date range
  3. Analyse patterns for improvement

16.3 Sales Forecast

Projects near-term revenue based on deal pipeline:

  • Deals by forecast category
  • Expected close dates
  • Probability-weighted totals

How to use:

  1. Go to Sidebar > Reports > Sales Forecast
  2. Set the forecast period
  3. Review upcoming weighted pipeline

16.4 Enhanced Forecast

Provides a deeper forecasting view using forecast categories and history:

  • Category-based forecast totals
  • Rep-level forecast breakdown
  • Forecast accuracy trends
  • Commit vs pipeline visibility

How to use:

  1. Go to Sidebar > Reports > Enhanced Forecast
  2. Set the date range or forecast window
  3. Compare rep forecast quality and category mix

16.5 Sales Rep Performance

Compares individual rep metrics:

  • Revenue won
  • Deal count and average deal size
  • Win rate and conversion rate
  • Average cycle time

How to use:

  1. Go to Sidebar > Reports > Sales Rep Performance
  2. Set the date range
  3. Compare rep leaderboards

16.6 Recurring Revenue

Shows revenue stability from recurring customer contracts:

  • MRR and ARR
  • Renewal and churn visibility
  • Concentration risk
  • Contract-driven recurring revenue patterns

How to use:

  1. Go to Sidebar > Reports > Recurring Revenue
  2. Review the active contract base
  3. Monitor churn and concentration exposure

16.7 Customer Acquisition

Shows new customer growth trends:

  • New customers by period
  • Breakdown by source, region, and segment
  • Acquisition cost (if tracked)

How to use:

  1. Go to Sidebar > Reports > Customer Acquisition
  2. Set the date range
  3. Analyse growth patterns

16.8 Pipeline Velocity

Measures how fast deals move through stages:

  • Average time in each stage
  • Overall cycle time (lead to close)
  • Bottleneck identification
  • Velocity trends over time

How to use:

  1. Go to Sidebar > Reports > Pipeline Velocity
  2. Select the pipeline
  3. Identify slow stages

16.9 Lead Sources

Shows which channels are generating the most leads and revenue:

  • Lead source name
  • Number of leads
  • Conversion rate
  • Revenue generated

How to use:

  1. Go to Sidebar > Reports > Lead Sources
  2. Set the date range
  3. Compare source effectiveness

16.10 Activity Report

Shows team productivity and activity completion:

  • Activities by type (calls, emails, meetings, SMS, social, follow-ups, etc.)
  • Completion rates
  • Activities by rep
  • Overdue activity trends

How to use:

  1. Go to Sidebar > Reports > Activities
  2. Set the date range
  3. Filter by rep or activity type