Sales
Sales Analytics and Reporting

Analyze and visualize your sales data.

Analyze and visualize your sales data.

Deliver insights your team can act on. Choose from pre-built reports or build your own, track pipeline revenue and target attainment, and monitor activities with coaching insights — all in real time.

A dynamic dashboard with sales data visualizations, pipeline reports, and real-time coaching insights.
Sales
Sales Analytics and Reporting

Analyze and visualize your sales data.

Analyze and visualize your sales data.

Deliver insights your team can act on. Choose from pre-built reports or build your own, track pipeline revenue and target attainment, and monitor activities with coaching insights — all in real time.

Sales
Sales Analytics and Reporting

Analyze and visualize your sales data.

Analyze and visualize your sales data.

Deliver insights your team can act on. Choose from pre-built reports or build your own, track pipeline revenue and target attainment, and monitor activities with coaching insights — all in real time.
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Meet and exceed your goals with real-time sales reports.

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Sales managers need fast, confident decisions. With insights at your fingertips, create customizable, visual reports with deep analytics for live updates on pipeline, team performance, deal status, prospecting touches, conversions, and more. AI also helps generate clear report descriptions faster.

Gain total visibility into performance at the click of a button.

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  • Start with dozens of free pre-built reports included out of the box.
  • Track deal forecasts, prospecting, and sales activities without cobbling tools together.
  • See whether you’re on track to hit targets with live dashboards your team can trust.
A dynamic sales dashboard with customizable reports, showing real-time pipeline, revenue, and activity tracking for quick insights.

Leverage easy-to-build custom reports.

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Custom report builder

Report on any single-object and cross-object CRM data as your needs grow.

Cross-object analysis

Combine contacts, companies, deals, activities, and more for complete insight.

Visualize with AI help

Easily visualize reports and use AI-generated descriptions for funnels, target account engagement, custom objects, and other KPIs.

A dynamic dashboard with customizable reports showing CRM data from various objects, including charts and graphs for cross-object analysis.

Demystify your sales performance.

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From data to why

Extract insights quickly so you can plan your next move with confidence.

Real-time prioritization

Use live deal data to focus efforts where they’ll have impact.

Waterfall & more

Identify opportunity areas with waterfall reporting in an interface powerful for analysts yet accessible to everyone.

A dynamic sales performance dashboard with waterfall reports, showing real-time deal data and clear insights for confident decision-making.

Coach reps based on best practices.

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  • See team performance instantly to learn what success looks like from top performers.
  • Coach reps who need an extra push with clear, reportable insights.
  • Built on CRM usage data to guide which resources to update or create next.
Dashboards showing team performance, top performer insights, and CRM usage data, highlighting coaching opportunities and resource updates.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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Grow your business better

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