Sales Reporting

Track sales performance, identify bottlenecks, and reach monthly goals with powerful sales reporting.

Make data-driven decisions to optimize your sales process

Get quick insights into contact and deal tasks

Identify task owners who may need additional coaching to enhance task completion and closing business.

View your sales team’s performance over time

Track all deals created, marked as won or lost by you and your deal owners. Compare performance and ensure your team is hitting sales targets.

Quickly assess your sales team’s health and review historical information

Maximize task efficiency and deal progress

Gain visibility into your team’s output and provide guidance where necessary. Customize the report by pipeline, task owner, and task creation date for a tailored view.

Powerful insights,
customized results

Filter reports by dates, deal status, and pipeline to focus on specific timeframes and deal stages. Capture valuable insights on what deals you’re winning or losing and make real-time course corrections. Or build your own custom reporting using any combination of data from your CRM, integrations, and more to tailor your reports to your needs.