Dashboard/Reports

Overview

Reports

Generate, manage, and share sales operation reports

Conversion Rate Trend

+8.2pp

Lead-to-customer conversion % over the last 12 months

Conversion %

Lead Sources

Distribution by channel

Sources5
Direct35%
Referral25%
Organic20%
Paid Ads15%
Social5%

Recent reports

(8)
NameTypeOwnerDateStatusSize

Monthly Sales Summary

RPT1

SalesSarah ChenJul 1, 2025Ready2.4 MB

Q4 Performance Analysis

RPT2

PerformanceEmily DavisJun 28, 2025Ready4.8 MB

Pipeline Forecast Q3

RPT3

ForecastMike JohnsonJun 25, 2025Ready1.2 MB

Team Productivity Report

RPT4

TeamAdminJun 22, 2025 Generating

Lead Source Analysis

RPT5

MarketingDavid OkaforJun 20, 2025Ready1.8 MB

Churn Risk Assessment

RPT6

CustomerEmily DavisJun 18, 2025Ready3.1 MB

Win/Loss Q2 Analysis

RPT7

PerformanceSarah ChenJun 15, 2025Ready2.6 MB

Quota Attainment Tracker

RPT8

SalesAdminJun 12, 2025Ready1.5 MB

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