Reports
The Reports section provides structured insights into your CRM data, helping you analyze performance, trends, and outcomes across different entities and dimensions.
Each report focuses on a specific perspective (e.g., by assignee or by time period) and is designed to give you a clear, actionable view of your data.
How Reports Work
All reports follow a simple naming pattern:
“<Metric> by <Dimension>”
This means each report is built around a primary grouping or filter:
By Period → data is filtered based on a date field
By Assignee → data is grouped by responsible users
Examples
Sales by Period → shows data based on Closing date
Open Deals by Period → filtered by Created date
Lost Deals by Period → filtered by Closing date
Sales Performance by Assignee → grouped by Assignee
This naming helps you quickly understand what each report is focused on.
Common Features
All reports share the same core functionality:
Filters & Scope
Filter data by time range (e.g., 7 days, 30 days, 90 days, 6 months, 12 months, YTD or custom)
Filter by pipeline
Filter by assignees (where applicable)
Table View
Displays data in a structured table
Includes relevant metrics depending on the report type
Customize Columns
You can show or hide columns using the Customize table option
This allows you to focus only on the data you need
Export
Export report data as CSV for further analysis
What’s Coming Next
We’re actively expanding reporting capabilities. Upcoming improvements include:
Support for custom fields and additional columns
Ability to create custom reports tailored to your needs
More report types covering broader CRM data
Available Reports
Sales Performance by Assignee
Displays performance metrics grouped by assignee.
Includes:
Total Deals
Open / Won / Lost Deals
Total, Won, and Lost Amounts
Win Rate
Contribution to total (%)
Best used for:
Comparing team performance
Identifying top performers
Sales by Period
Shows Deals won within a selected time period (based on Closing date).
Includes:
Deal name and stage
Closing date
Deal amount
Contact and company details
Assignee
Best used for:
Tracking results over time
Monitoring recent sales activity
Open Deals by Period
Lists Deals that are not closed, filtered by Created date.
Includes:
Deal name and stage
Deal amount
Contact and company details
Assignee
Best used for:
Reviewing active pipeline
Tracking newly created opportunities
Lost Deals by Period
Shows Deals that were closed as Lost, based on Closing date.
Includes:
Deal name
Closing date
Deal amount
Contact and company details
Assignee
Loss reason
Best used for:
Analyzing lost opportunities
Identifying common loss patterns