Generate reports and analyze data
Use prebuilt reports and KPIs to see revenue, forecast, win rates, and landing-page performance.
Reports turn your CRM activity into numbers you can act on. They pull from your deals, payments, contacts, and pages so you don't have to crunch anything by hand.
Open your reports
Open Reports from the menu. At the top you'll see headline KPIs:
- Revenue from won deals
- Payments collected this month
- New contacts added
- Bookings scheduled
Forecast your revenue
The Revenue Forecast panel weights your open deals by the stage they sit in and groups them by the month they are expected to close, so you get a realistic picture of what is coming rather than a raw pipeline total.
See what wins
The win/loss by source breakdown 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.
Landing pages
Reports also show landing-page performance, views and submissions per page, so you can see which pages are pulling their weight.
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.