Reporting

Real-time reportingbuilt into your CRM

Your sales data, always current. Build reports, track goals,
and spot trends right where your team already works.Your sales data, always current.
Build reports, track goals, and spot trends.

Real-time dashboards that update as your team works.
No manual exports. No stale spreadsheets.Real-time dashboards that update live.
No manual exports. No stale spreadsheets.

Every metric,
at your fingertips.

[01]

Weekly Sales Report

Scheduled · Every Monday, 9 AM

+4 more

FormatPDF + CSV

Next sendMon, 9:00 AM

Preview

Scheduled reports

Deliver reports to your team's inbox
on a schedule you set.

[02]

Agent recommendation

Revenue peaks on Tuesdays with a 23% increase.

Consider launching campaigns on Tuesdays for better results. Enterprise deals also close faster mid-week.

AI insights

Auto-generated takeaways so you
know what changed and why.

[03]

Alert rules

Pipeline drops below $500K

Deal stuck for 14+ days

Win rate falls under 30%

New deal over $50K created

Smart alerts

Get notified when metrics cross
thresholds you care about.

Drill down to the
metrics that matter.

[01]

Sales overviewLast 6 months

Revenue

Win rate

Activity by day

Pipeline trend

Analyze data from every angle

Line charts, bar graphs, funnels, and more.
Visualize your data however it makes sense.

[02]

Revenue vs targetQ1 2025

Know if you'll hit your number

Real-time progress toward team and
individual targets, updated as deals move.

[03]

Q1 Sales Report

Revenue

Add block

Bar chart

Line chart

Metric

Table

Build your own reports

Combine visualizations to see the full
story and make better decisions.

[04]

Revenue

John

Roza

Ethan

Collaborate with your team

Build dashboards and reports together
with your team in real time.

Explore other features.

Reporting

Real-time reportingbuilt into your CRM

Your sales data, always current. Build reports, track goals,
and spot trends right where your team already works.Your sales data, always current.
Build reports, track goals, and spot trends.

Real-time dashboards that update as your team works.
No manual exports. No stale spreadsheets.Real-time dashboards that update live.
No manual exports. No stale spreadsheets.

Every metric,
at your fingertips.

[01]

Weekly Sales Report

Scheduled · Every Monday, 9 AM

+4 more

FormatPDF + CSV

Next sendMon, 9:00 AM

Preview

Scheduled reports

Deliver reports to your team's inbox
on a schedule you set.

[02]

Agent recommendation

Revenue peaks on Tuesdays with a 23% increase.

Consider launching campaigns on Tuesdays for better results. Enterprise deals also close faster mid-week.

AI insights

Auto-generated takeaways so you
know what changed and why.

[03]

Alert rules

Pipeline drops below $500K

Deal stuck for 14+ days

Win rate falls under 30%

New deal over $50K created

Smart alerts

Get notified when metrics cross
thresholds you care about.

Drill down to the
metrics that matter.

[01]

Sales overviewLast 6 months

Revenue

Win rate

Activity by day

Pipeline trend

Analyze data from every angle

Line charts, bar graphs, funnels, and more.
Visualize your data however it makes sense.

[02]

Revenue vs targetQ1 2025

Know if you'll hit your number

Real-time progress toward team and
individual targets, updated as deals move.

[03]

Q1 Sales Report

Revenue

Add block

Bar chart

Line chart

Metric

Table

Build your own reports

Combine visualizations to see the full
story and make better decisions.

[04]

Revenue

John

Roza

Ethan

Collaborate with your team

Build dashboards and reports together
with your team in real time.

Explore other features.

Reporting

MANAGE

COMMUNICATION

OPERATIONS

Real-time reportingbuilt into your CRM

Every metric,
at your fingertips.

Drill down to the
metrics that matter.

Explore other features.

Get started today

MANAGE

COMMUNICATION

OPERATIONS

Real-time reportingbuilt into your CRM

Every metric,
at your fingertips.

Drill down to the
metrics that matter.

Explore other features.

Get started today

MANAGE

COMMUNICATION

OPERATIONS

Real-time reportingbuilt into your CRM

Every metric,at your fingertips.

Drill down to themetrics that matter.

Explore other features.

Get started today

MANAGE

COMMUNICATION

OPERATIONS

Real-time reportingbuilt into your CRM

Every metric,at your fingertips.

Drill down to themetrics that matter.

Explore other features.

Get started today

Every metric,
at your fingertips.

Drill down to the
metrics that matter.

Every metric,
at your fingertips.

Drill down to the
metrics that matter.