CRM
Generate reports and analyze data
Use prebuilt reports and KPIs to see revenue, forecast, win rates, and form performance.
Reports turn your CRM activity into numbers you can act on. They pull from your deals, payments, contacts, and forms so you don't have to crunch anything by hand.
Open your reports
Open Reports from the menu. At the top you'll see four headline numbers:
- Revenue: the value of deals won in the last 30 days
- Payments collected this month, compared with last month
- New Contacts added in the last 30 days
- Bookings this month, with how many are still upcoming
A deal counts as won or lost once you drag it to your Won or Lost column, or set its Status on the deal record. See Create and manage deals.
Forecast your revenue
The Revenue Forecast panel groups your open deals by the month they are expected to close and weights each one by its win probability, so you get a realistic picture of what is coming rather than a raw pipeline total. A deal with no probability counts at 50%. Set an Expected close date and a Probability on your deals to sharpen it. The panel appears once you have open deals, along with your average time to win.
See what wins
Pipeline by Stage shows how many deals and how much value sit in each stage. Contacts by Source shows where your contacts come from. Deal Outcomes shows deals won and lost in the last 30 days, with your win rate (won deals as a share of all deals won or lost).
Win Rate by Source looks back 90 days and shows your win rate and total won value for each lead source, so you can tell which channels bring deals that actually close, not just deals that open.
Forms
Reports also show form performance, views and submissions for each published form, so you can see which forms are pulling their weight. Landing page numbers (views, sign-ups and purchases) are in the Noli Marketing app.
Dashboards
For an at-a-glance view, your dashboard keeps the most important numbers front and center every time you log in.
Export your data
Export from the area that owns the records, for example your contacts list or a survey's responses. Form submissions cannot be exported yet.