Reports & Analytics Dashboard
Eight built-in reports give you a complete picture of your sales operation. See conversion funnels, revenue forecasts, deal velocity, source ROI, and team performance — all filterable by date range and scoped by role.
Revenue This Month
₹18.4L
Deals Won
47
Avg. Deal Size
₹39.1K
Deals Lost
11
Monthly Revenue
Conversion Funnel
Source ROI
Deal conversion funnel
See exactly where deals drop off in your pipeline. The conversion funnel shows how many deals enter each stage, how many move forward, and the conversion rate between stages — so you know where to focus your team's effort.
- Stage-by-stage conversion rates
- Visual funnel with deal counts and values
- Filter by date range, owner, or source
- Compare periods to spot trends
Revenue This Month
₹18.4L
Deals Won
47
Avg. Deal Size
₹39.1K
Deals Lost
11
Monthly Revenue
Conversion Funnel
Source ROI
Revenue forecast
Project future revenue based on your current pipeline. See expected close values by month, weighted by deal stage probability, so you can plan hiring, inventory, and cash flow with confidence.
- Monthly projected revenue from open deals
- Stage-weighted probability calculations
- Filter by owner, source, or pipeline
- Actual vs. forecast comparison
Revenue This Month
₹18.4L
Deals Won
47
Avg. Deal Size
₹39.1K
Deals Lost
11
Monthly Revenue
Conversion Funnel
Source ROI
Source ROI & velocity
Understand which lead sources generate the most revenue and which move fastest through your pipeline. Measure time-in-stage, deal velocity, and source-level ROI to double down on what works.
- Revenue and deal count per lead source
- Average time in each pipeline stage
- Deal velocity — days from creation to close
- Source ROI to guide marketing spend
Revenue This Month
₹18.4L
Deals Won
47
Avg. Deal Size
₹39.1K
Deals Lost
11
Monthly Revenue
Conversion Funnel
Source ROI
Team performance
See how each salesperson is performing. Track deals won, revenue generated, follow-up activity, response times, and conversion rates per team member — scoped by role so managers see their team and admins see everyone.
- Deals, revenue, and activity per team member
- Follow-up completion and outcome tracking
- Lost deal analysis by reason and owner
- Role-scoped dashboards — admin, manager, executive
Revenue This Month
₹18.4L
Deals Won
47
Avg. Deal Size
₹39.1K
Deals Lost
11
Monthly Revenue
Conversion Funnel
Source ROI
Date range filters
Filter every report by custom date ranges for precise analysis.
Activity reports
Track contacts created, messages sent, and deals moved over time.
Targets & SLAs
Set team targets and response time SLAs with breach notifications.
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