Features & How-To
    4 min read

    Analytics and Reporting

    Track performance with built-in analytics

    Analytics and Reporting

    Monitor your sales performance with comprehensive analytics.

    Dashboard Metrics

    The main dashboard shows:

  1. Pipeline Value - Total value of active deals
  2. Win Rate - Deals won vs. total closed
  3. Average Deal Size - Mean deal value
  4. Sales Cycle - Average days to close

    5. Analytics Page

    Access detailed analytics from Analytics in the sidebar:

    Activity Metrics

  5. Emails sent this period
  6. Calls logged
  7. Meetings completed
  8. Follow-up completion rate

    9. Lead Analytics

  9. New leads by source
  10. Lead conversion rate
  11. Top-performing campaigns
  12. Lead velocity

    13. Deal Analytics

  13. Stage conversion rates
  14. Pipeline by stage
  15. Deal progression over time
  16. Revenue forecasting

    17. Custom Reports

  17. Go to Analytics → Reports
  18. Click "New Report"
  19. Select metrics and filters
  20. Choose date range
  21. Save or export

    22. Exporting Data

    Export any chart or report:

  22. Click the export icon (📥)
  23. Choose format (CSV, PDF)
  24. Download immediately

    25. Pro Tip

    Set up weekly email reports in Settings → Notifications

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