Reports and Analytics

The CRM dashboard provides an at-a-glance view of:

Deal pipeline summary

Revenue metrics (MRR, ARR)

Activity feed

Team performance

**Pipeline Report**: Deals by stage, conversion rates, velocity

**Activity Report**: Calls, emails, meetings by user and period

**Revenue Report**: Closed deals, MRR, ARR, forecasting

**Team Performance**: Individual and team metrics

Create your own reports with the drag-and-drop report builder:

Select metrics (revenue, deal count, win rate, cycle time)

Apply filters (pipeline, user, company, date range)

Choose visualization (chart, table, KPI card)

Save and schedule automated delivery

Export reports in CSV, XLSX, or JSON format.