Features
Reports
Pipeline performance reports with filtering and CSV export.
Reports for pipeline performance analysis across seven report types.
Available reports
| Pipeline Funnel | Conversion rates between stages. See where items drop off and which stages have the highest throughput. |
| Deal Velocity | Average time items spend in each stage, helping identify bottlenecks in your workflow |
| Activity | Activity volume over time broken down by type (notes, emails, calls, meetings) |
| Win/Loss | Win rate percentage, loss reasons distribution, and status breakdown over time |
| Revenue | Revenue totals by period, stage, and status. Requires a revenue field configured in pipeline settings. |
| Trends | Item creation and movement trends over time with volume patterns |
| Forecast | Weighted pipeline value by stage combined with time bucketed revenue projections based on current pipeline state |
To use revenue and forecast reports, configure a revenue field in your pipeline's reporting settings. Win/loss reports require at least one stage or status to be designated as won or lost. If your pipeline uses multiple currencies, revenue data is displayed with separate breakdowns per currency.
Filters
All reports support:
| Date range | Pick a period with the calendar picker |
| Pipeline selector | Filter to a specific pipeline |
CSV export
Export any report's data as a CSV file for further analysis in spreadsheets or BI tools.
How it works
Reports refresh daily, so they reflect data as of the previous day's close. This approach ensures fast load times even with large datasets.