Insights and reports

Leave spreadsheets behind and play with your data in customizable reports and interactive dashboards

Customizable reports

Create custom CRM fields for reports and decisions as unique as your business. Filter, group and oversee results, revealing winning patterns and bottlenecks for your team to overcome.

  • Deals

  • Revenue

  • Activities

  • Leads

Interactive dashboards

Track your most important reports and KPIs in one place with visual dashboards to monitor team progress at a glance.

  • Beautiful dashboard designs

  • Sharable dashboard links

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

Open API and integrations
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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