CRM → Reports turns the deals on your pipelines into the numbers a sales review needs. Filter every panel by pipeline, date range and owner, and download any table as a CSV file.
The panels #
| Field | What it does |
|---|---|
| Funnel | How many deals, and how much value, sit in each stage of the pipeline right now. |
| Win rate | Deals won divided by deals closed (won plus lost) in each month, beside the won and lost counts. |
| Forecast | For open deals, the sum of each deal's value times its stage's probability, grouped by the month it is expected to close. |
| Time in stage | The average number of days deals spent in each stage before moving on, measured from their recorded moves. |
| Leaderboard | Per owner: deals won, value won, and deals still open. |
| Activity | Tasks completed and messages sent in the period, per person. |