Sales Tracking & Reporting

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.

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.

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.

Achieve more granular reporting

Save time by importing filters from a saved list view to update or build a new report. List views are used to sort and filter your CRM data.

Dig deeper into your data with more filter options called Breakdown Group By. Use select custom fields including picklist, checkbox, boolean, single association and multiple association.

More flexible and intuitive

Schedule your favorite Views for recurring delivery by email for the most up-to-date sales numbers — like that one report you need for your Sales Meeting every Monday at 9:00am.

Work lightning fast with access to real time data so you can use and analyze your data as soon as it’s updated.

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See and update all your reports

See all your reports with Views. Start your day by checking on your team with Deals by Owners. Update the date range across all your reports for instant insights.

Create, configure, save and share your Views. Download to PNG or PDF.

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FAQs About Sales Tracking and Reporting in Pipeline CRM

Find the answer to your question here. If you don’t see it, please feel free to contact us.

How Does Pipeline CRM Help Me Track Sales Performance?

Sales performance tracking is made easy with Pipeline CRM. Our CRM software offers advanced reporting features that provide insights into your sales pipeline. With customizable views, you can monitor deal progress, track team activities, and analyze performance metrics to spot bottlenecks quickly and help you take immediate, data-backed action.

Can I Customize Reports to Match My Sales Process?

Yes, Pipeline CRM allows you to create and configure reports tailored to your specific requirements. You can apply filters, select custom fields, and use the “Breakdown Group By” feature to gain granular insights into your sales data. Start a free trial to see how it works.

Are Pipeline CRM’s Sales Reports Updated in Real Time?

Our reports update data in seconds, so your sales reports reflect the most current activity. This means your team can make faster decisions, adapt quickly to changes, and stay aligned throughout the day.

Can I Automate Report Delivery for My Team or Stakeholders?

Absolutely. With Pipeline CRM, you can automatically generate a report for specific sales metrics and datasets and deliver it to your teams. This report automation delivery ensures your team stays updated with the latest sales figures and trends.

What Sales Forecasting Capabilities Are Built Into Pipeline CRM?

Pipeline CRM’s sales forecasting tools help you project future performance based on historical data and deal velocity. See which reps are on track to meet quota, where extra coaching might be needed, and what revenue trends are emerging. Book a demo to see Pipeline CRM’s forecasting capabilities in action.