Solutions / Reporting

Know which campaign is actually working.

Real time dashboards for source attribution, conversion rate by stage, rep performance, and ad spend versus revenue. No more guessing which channel is paying for itself.

Reports out of the box

  • Source attribution, which channel each closed deal came from.
  • Conversion rate, by pipeline stage and by source.
  • Average deal size, by source and rep.
  • Time to close, average and by stage.
  • Rep performance, dials made, calls booked, deals closed.
  • Ad spend versus revenue, per campaign.
  • Stuck deals report, what is sitting in stage X for more than Y days.

Why it matters

Most small business owners cannot answer the question, where did this customer come from. They can guess. They cannot prove it. Without attribution they keep spending on the channel that feels busy instead of the channel that actually closes.

Make decisions on numbers, not vibes

See the reports in a demo and decide which ones you would build first.