The Reports tab gives you a live read on how your pipeline is performing — from new leads through to revenue. The dashboard is built from your live pipeline and activity data, so it updates in real time without anyone having to prepare a report.
Choose a time range
Filter the dashboard by time period to see trends over the week, month, or quarter. Every card and chart updates to the selected window.
The metrics that matter
Reports surfaces the numbers a sales team needs to run its week:
Pipeline value by stage — where revenue is sitting and how likely it is to close
Deals won vs target — whether the team is on track this month
Rep performance — deals worked, won, and lost per rep
Average deal cycle length — how long deals take to close
Revenue forecast vs closed — projected vs actual, updated live
Email activity per rep — who's actively reaching out
Follow-up completion rate — whether reps are acting on tasks or letting them sit
Leads by status across campaigns — which campaigns generate warm leads
Email performance — Open Rate, Reply Rate, Bounce Rate, and Click Rate
Tips
Pipeline value and forecast accuracy depend on keeping deal Amounts, Stages, and Close Dates current.
The dashboard flags stalling deals and deals approaching close date with no recent activity — use it to direct attention.
A healthy funnel narrows gradually; a cliff between two stages tells you where your process leaks.