Help & docs
Help & docs

CRM reports

Pipeline by stage, forecast, wins and losses, conversion, activity per person and deals closing soon.

What you see

  • Open pipeline and Forecast (value times chance to win), Won and Lost this month, and the win rate for the period.
  • Pipeline by stage and Stage conversion: of the deals that reached a stage, how many were won.
  • Deals closing soon: open deals with a close date in the next 30 days or already past.
  • Activity by person: calls, meetings, notes, tasks done and deals won.
  • Why deals were lost, from the reasons recorded on lost deals.