ANALYTICS
Every number opens the records behind it
Build a report on any object and click a group row to read the deals behind the figure. Dashboards run as the viewer, the forecast shows three scenarios a board can check, and no total is blended across currencies.
Free plan, not a trial · Reports on any object · Government tenders across six markets 
Reports and dashboards
Group rows that open their records
Build a report on any object, your own included, and click a group row to read the records behind the number. The question travels into the table as a filter, and saving it makes it a link a colleague can open.
- Dashboards
- up to 40 widgets, every one run as the viewer, so a shared dashboard only shows what each person may see
- Scheduled delivery
- daily or weekly at the hour you choose, to the people you name
- Grains
- day, week, month, quarter, year, in your own timezone
- Aggregations
- count, count distinct, sum, average, min, max
Forecast and bridge
Three numbers a board can check
Set a revenue goal and the forecast draws the target line and your coverage against it. The bridge shows exactly how the period moved. Planning a target instead? The raise calculator and the bid calculator run the funnel arithmetic forwards.
The classic suite
16 reports, six sections, every one a link
Each report is a deep link that survives reload, so the Monday number is the same number in everyone's browser.
Overview
Overview
Headline numbers with a sparkline per report
Revenue
Forecast
Best, Expected, Conservative over 3, 6 or 12 months
Revenue bridge
Prior period to current, step by step
History
Won revenue over time
Pipeline
Health
Coverage, concentration and stale deals
Conversion
Per stage: entered, moved, lost, still here
Cohorts
Deals by the month they were created
Velocity
Days in stage from real stage-change timestamps
Outcomes
Win/Loss
Rates, cycle days and the reasons captured at close
Patterns
Win rate by priority, label and closing stage
Attribution
Won revenue by the source each deal came from
Team
Rep scorecard
Pipeline, won revenue, win rate, velocity per rep
Activity ROI
Calls, emails and meetings against what they closed
Open and click rates on the deal plane
Reports
Executive summary
One page, Print and Excel
Export center
Four branded Word reports, CSV, Excel, print
History and goals
Scrub back to any Monday
The pipeline time machine replays the pipeline's own history: counts and value per stage, snapshot by snapshot, with six KPIs and their deltas between any two dates. Goals are set by type and period, and the forecast measures against them. Deals and stages themselves live on the pipelines page.
Currency
QAR and USD are never added together
A group that spans currencies prints one line per currency, and classic reports convert to your base currency with a note naming what was converted. A total you read is a total you can defend.
Frequently asked questions
Can I share a drilled view?
Yes. A drill pushes the group's filter into the table as a question. Save it as a view and it becomes a link a colleague can open.
What does Conservative mean in the forecast?
Conservative counts only deals at 70 percent probability or higher. Best sums every open deal; Expected weights each deal by its probability. The three run over a 3, 6 or 12 month horizon, and the target line appears once a revenue goal is set.
Can a dashboard leak a private report?
No. Every widget runs as the viewer, so a shared dashboard shows each person only what they may see. Scheduled delivery runs under the schedule owner's access.
Can I export?
Yes: CSV, Excel and print from any classic report, plus four branded Word reports from the Export center: Executive Summary, Pipeline Snapshot, Revenue Forecast and Win/Loss, using the same figures the screen shows.
Read the records behind the number.
Build a report on any object, open a group row, and see the deals that make the figure. Scheduled delivery is sold on Business; Free starts the CRM.
Free plan · 32,822 investors · six markets