Features & How-To
4 min read

Analytics and Reporting

Track performance with built-in analytics

Analytics and Reporting

Monitor your sales performance with comprehensive analytics.

Dashboard Metrics

The main dashboard shows:

  • Pipeline Value - Total value of active deals
  • Win Rate - Deals won vs. total closed
  • Average Deal Size - Mean deal value
  • Sales Cycle - Average days to close

    • Analytics Page

    Access detailed analytics from Analytics in the sidebar:

    Activity Metrics

  • Emails sent this period
  • Calls logged
  • Meetings completed
  • Follow-up completion rate

    • Lead Analytics

  • New leads by source
  • Lead conversion rate
  • Top-performing campaigns
  • Lead velocity

    • Deal Analytics

  • Stage conversion rates
  • Pipeline by stage
  • Deal progression over time
  • Revenue forecasting

    • Custom Reports

  • Go to Analytics → Reports
  • Click "New Report"
  • Select metrics and filters
  • Choose date range
  • Save or export

    • Exporting Data

    Export any chart or report:

  • Click the export icon (📥)
  • Choose format (CSV, PDF)
  • Download immediately

    • Pro Tip

    Set up weekly email reports in Settings → Notifications

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