Product / Reports & Analytics

Numbers you can trust. Reports you can defend.

Sales reports, rep performance, pipeline conversion, source attribution. One source of truth, the same number on Monday and on board day.

Reports / Sales Performance
Won deals · last 6 months
Pipeline: All · Updated 3 min ago
Won this period
KES 6.2M
+24%
Win rate
31%
+4 pp
Avg deal size
KES 142K
Stable
Won In progress Lost
Jan
Feb
Mar
Apr
May
Jun
What you can report on

Three reports that actually drive decisions.

Not 100 charts nobody reads. The ones you'll open every week.

Sales reports

Pipeline, deals, win rate.

Won, lost, in progress. Per pipeline, per rep, per product. The numbers you walk into every forecast meeting with.

Rep performance

Who's hitting, who needs help.

Quota attainment, activity counts, average deal size. Spot a rep drifting before quarter-end, not after.

Source attribution

Which channels paid off.

UTM rolled up to deals. See which campaigns drove pipeline and which drove silence.

Rep performance reports

See your whole team. Side by side.

Pipeline value, win rate, activity counts, deals closing this week. Compare reps fairly with the same filters, the same window, the same definitions.

  • Quota attainment per rep, per pipeline, per period
  • Filter by source, product, or deal size
  • Drill from rep summary into individual deals
  • Save views and reopen them next week
See the sales leader view

Rep leaderboard

Pipeline value · this quarter

Live
FW
Faith W.
KES 850K
JK
Joseph K.
KES 620K
BM
Brian M.
KES 410K
MA
Mary A.
KES 330K

Pipeline value by source

This quarter · all pipelines

Q2
Instagram
KES 1.8M
Google
KES 1.2M
LinkedIn
KES 820K
Referral
KES 680K
Direct
KES 500K
Source attribution

Which channels actually paid off.

Every lead carries its source. Every deal carries the source of the lead that became it. See the channels that drove your pipeline, by stage, by period, by team.

  • First-touch source captured on every lead automatically
  • Source rolled up to every deal that closes
  • Compare channels by leads, deals, and pipeline value
  • Drill into individual deals from any source
See the marketing product

We used to spend half of Friday rebuilding the same pipeline slide. Now I open one report, take a screenshot, and we're done. The number agrees with itself.

JK
Joseph K.
Operations Director · Mombasa

Reports you'll actually open.

Free for 3 users. Pipeline, rep, and source reports all included.