CRM Reports

Pipeline, revenue, and activity reporting for your IC's CRM — scoped to your own data or the whole team depending on your CRM role.

What it is

Three management reports over your CRM data, organized as tabs: Pipeline, Revenue, and Activity. Each tab loads only when you first open it, then stays loaded for the rest of your session — switching back and forth doesn't re-fetch or lose your place.

Pipeline

Summary cards up top, then a By Stage table (deal count, total value, weighted value, and average win probability per stage) and a By Owner table showing the same breakdown per team member. This is the fastest way to see where deals are stuck and who's carrying the pipeline.

Revenue

Summary cards, then By Billing Cycle (count, total MRR, and total ARR per cycle), Renewals Due (next 30 days) — a list of subscriptions coming up for renewal, with the most urgent ones visually flagged — and By Owner for recurring revenue per team member.

Activity

Summary cards, an Activity breakdown chart split by type (calls, emails, WhatsApp, meetings), a By Owner table (totals, per-type counts, calls connected, and meetings booked), and a By Deal table showing which deals had activity in the period.

Whose data you're seeing

If your CRM role scopes reports to your own or your team's activity (typically a Sales Rep), a banner reading "Showing your data only" appears at the top of every tab — this isn't a bug, it's your permission working as intended. A Sales Manager or CRM Admin typically sees the full team's numbers instead.

Exporting

Each report can be exported to CSV, but export is its own permission, separate from viewing — you may be able to see a report on screen without being able to export it, if your role only grants view access.

How it fits your workflow

Use Pipeline for forecasting and deal reviews, Revenue for renewal planning and MRR/ARR tracking, and Activity to see whether outreach volume matches what the pipeline needs — without pulling numbers from three different places by hand.

Getting started

Start with Pipeline's By Stage table to spot where deals are bottlenecked, then check Revenue's Renewals Due list for anything urgent this month.