Reporting

Download data and track results in real time
"You can export the data you need at the right time"
Tom Rundle
Nautronics Ltd

Pipeline Report

✅Conversions ✅Value ✅Lead Source ✅Activity Count ✅Lost Reason ✅More

Team Activity Breakdown

✅Activities Completed ✅Custom Date Range ✅Done vs To-Do ✅CSV Download ✅More

Customer Love Report

✅See the 20% of customers taking up 80% of your time ✅Number of Activities vs Spend ✅Break down of products/services purchased ✅CSV Download ✅More

Export Company & Contact Data

✅User Permissions ✅Download to Excel ✅All Companies ✅All Contacts ✅More

Sales Data

✅Export by Xero Sales Code ✅Export by Customer ✅More

KPIs

✅Export user KPIs ✅Download to Excel ✅Select Target Range ✅More