Reporting and Export
Running reports on your pipeline, activity, and revenue.
Reporting.
Standard Reports.
- Pipeline Report. Total deals and value by stage.
- Activity Report. Emails, calls, meetings logged per period.
- Revenue Report. Closed deals and total revenue over time.
- Win/Loss Report. Close rate and reasons for lost deals.
Exporting Data.
Export any view to CSV for use in spreadsheets, presentations, or import into other tools.
Weekly Review Rhythm.
- Monday: review pipeline — what needs action this week?
- Wednesday: check stale deals — nudge anything stuck.
- Friday: run activity report — did you hit your touch targets?