Help › Reports
The reports, and what each one answers
Four questions, and how to take the answers into a spreadsheet.
Reports in the sidebar. Pick a report and a period; every one exports as CSV.
Pipeline by stage
What is open right now and what it is worth, weighted by how likely each stage is to close. The honest forecast.
Won and lost
What closed in the period, and why the lost ones were lost. Read the reasons column monthly — it is the cheapest market research you will get.
Where leads come from
New contacts grouped by source, and how many became deals. Tells you which of your marketing is producing customers rather than just traffic.
Activity by person
Calls, texts, emails and completed tasks per person. Useful for spotting somebody who has gone quiet; a poor tool for judging anybody, since the person with the fewest calls may have the biggest deals.
What you see depends on your role. A sales rep sees their own numbers; an owner sees the whole workspace. The report says which you are looking at.