Reports

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

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

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