Insights and reports

Deep dive into metrics customized for your business and measure company performance against set goals

Customizable dashboards

Report on products, activities, teams and more to gain actionable insights that improve sales performance

  • Sales reports

  • Activity reports

  • Product reports

Forecast performance

Know at a glance how your company is and could be performing with live dashboards, revenue forecasting and a powerful mobile app

  • Revenue forecast

See more

Set and track goals

Set individual, team and company-wide goals, then track progress with real-time metrics on customizable dashboards and easy to read reports

  • Set goals

  • Team goals

More features

Custom fields and reports
Team management

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In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.
Carolyn Pearson,
Founder, Maiden Voyage

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