Sales Tracking & Reporting

Customizable Dashboards

Drive smarter decisions with essential insights into team performance and deal metrics. Use charts to pinpoint top revenue sources and track deal progress.

Shareable reports foster team unity, with seamless integration into Excel and Google Sheets, keeping everyone informed and aligned.


No credit card required.

Customizable Dashboards
Trusted by 18,000+ users around the world
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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

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.

Foreign currency tracking

Track deals in any market or local currency your business sells in. Pipeline CRM instantly converts deals to one currency so that you can understand your global sales team’s results.

Central hub

Even if your salespeople are in the field, or working remotely, Pipeline CRM brings all of their activity and shared data into one cohesive place. It gives shared visibility into an otherwise offline sales process.

Powerful reports

Our comparison charts are a great way to share data with managers and team members. They work as quick progress updates, or to communicate the patterned success or failure of certain sales tactics.

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Jennifer Vo,

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“My sales team loves the convenience and ease of use that Pipeline CRM brings.”

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Visualize Future Success with Sales Reporting

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