AI Email Marketing
CRM reports
Pipeline by stage, forecast, wins and losses, conversion, activity per person and deals closing soon.
What you see
- Open pipeline and Forecast (value times chance to win), Won and Lost this month, the win rate and replies to deals for the period.
- Pipeline by stage and Stage conversion: of the deals that reached a stage, how many were won.
- Deals closing soon: open deals with a close date in the next 30 days or already past.
- Activity by person: calls, meetings, notes, tasks done and deals won.
- Why deals were lost, from the reasons recorded on lost deals.
- Pick the period at the top (for example Last 30 days) and click Show.