Sales Tracking & Reporting

Work smarter with advanced functionality ranging from granular reporting through at-a-glance insights. Make lightning fast decisions with access to real-time data and Views to see and adjust multiple reports at once. Create, configure, save and share – keeping everyone informed and aligned.

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sales reporting

Features to help you understand
and improve your business.

Allow your sales team to focus on their most valuable tasks

Dynamically Update

Activity tracking

Track the work your sales reps do every day. And get a high-level view of the historical account of your pipeline, won or lost deals, your active pipeline, and deal stage status. 

Sales forecasting

When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota. Easily view which sales team members you need to work more closely with.

Deal insight

View deals at a high level through a graphic visualization of your sales data. From there, you’ll be able to determine what’s contributing to the success or failures of your deals.

Everything at-a-glance

See all your reports with Views. Adjust the date range to quickly compare numbers across reports for faster decision making.

Faster insights

Real-time data now updates in a matter of seconds, not hours. Save time by importing filters from a saved list view. Grow users can schedule Views for recurring delivery.

Dive into data

Get better insights when you apply select custom fields and filter options. Dig deep by drilling down in your reports for more granular insights.
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Reports Hack Saves Time by Importing Filters