Reports & Analytics

Reports & Analytics provide valuable insights into business performance, helping you track metrics, identify trends, and make informed decisions.

Gain insight into your lead-to-customer cycle through predefined reports of campaigns, accounts, leads, opportunities and much more.

Generate role-based custom reports based on prospects, leads, accounts, and opportunities with the ability to export them into various file formats.

Top level managers can generate daily reports to track tasks performed by an employee.

The sales velocity report provides real-time insight into your sales pipeline.

Role-based access to dashboards for campaigns, sales, opportunities, quotes, and services.

View comparison charts once or twice a year.

Monitor recent activities, top activities with highest revenue, sales pipeline, and conversion ratio charts on your home page based on your role.

View status of leads and opportunities based on date filters.

All Features

2025