The Reports tab gives you a live read on how your pipeline is performing. It's built from your live data, so it updates in real time without anyone having to prepare a report.
Choose a time range
Filter the dashboard by Today, This Week, This Month, or This Year. Every card and chart updates to the selected window.
KPI cards
New Leads
Open Deals
Pipeline Value
Revenue
Win Rate
Leads
Lead Funnel — your leads grouped by badge
New Leads Trend — how lead volume is moving over time
Deals
Pipeline by Stage — where your revenue is sitting and how it's distributed
Deals Created — new deal volume over the period
Orders
Revenue Over Time — realized revenue from orders
Orders by Status
Top Products by Revenue — which products actually drive your revenue
Activity
Meetings
Tasks, Tickets & Follow-ups — including overdue counts and tickets grouped by priority
Email Performance
Open Rate, Reply Rate, Bounce Rate, and Click Rate.
Tips
Pipeline Value depends on keeping deal Amounts, Stages, and Close Dates current — reports are only as good as your data.
Top Products by Revenue is the fastest way to see what's genuinely selling versus what you talk about most.
Watch overdue tasks and follow-ups weekly. A rising overdue count is the earliest sign your team is overloaded.
A healthy funnel narrows gradually; a sharp drop between two stages tells you where your process leaks.