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
Trusted by 90,000+ companies in 179 countries
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