Reports gathers the numbers of your workspace in one place: new contacts and deals, what was won and lost and why, store sales, money collected, and how fast your team answers. From the same page you reach team performance, goals and forecast, custom reports and the other reports your plan includes.
The main report
Select Reports in the sidebar. Everyone in the company can open it. Choose the period at the top: 30 days, 90 days or 365 days. It opens on 30 days.
| Number | What it means |
|---|---|
| New contacts | Contacts created in the period |
| New deals | Deals created in the period |
| Won / lost | Deals won and lost in the period |
| Win rate | Won deals divided by deals closed in the period |
| Won value | The value of won deals, one line per currency |
| Median first response | The typical time between a new deal and your team's first reply |
| Overdue tasks | Open tasks past their due date, now |
Below the numbers, depending on what you use:
- Collections: money Collected, split by payment method, and what is Remaining on accepted quotes. Shown once you record payments. See Quotes and invoices.
- Store sales: Orders, Sales, Buying customers, Repeat customers, Sales by campaign and Top customers. Shown once a connected store sends orders.
- Enquiries by campaign: website form enquiries by source and campaign, without repeat enquiries. See Website forms.
- New contacts by source, Why deals were lost and Deals won by owner.
Money is shown per currency and never converted. Dates are in UTC.
When your plan includes AI assistant, select Read this period for a short written reading of the numbers. See AI assistant.
More reports
The buttons at the top of Reports open the other reports. Each appears only when your plan includes it, and some only for owners and administrators.
| Button | Who sees it | Available when your plan includes |
|---|---|---|
| Goals and forecast | Owners and administrators | Goals and forecast |
| Custom reports | Owners and administrators | Custom reports |
| Customers at risk | Everyone | Customer score and risk |
| Team performance | Owners and administrators | Team performance |
| Ask your data | Owners and administrators | AI assistant |
| Unfinished checkouts | Owners and administrators | Store connections |
| What the AI agent did | Owners and administrators | Assistant that replies to customers |
| Campaign returns | Everyone | Campaign returns |
Ask your data answers a question in your own words by choosing one of your reports. The numbers are counted by the system, never written by the AI. See AI assistant. What the AI agent did is explained in AI agent, Unfinished checkouts in Alerts and digests, and Campaign returns in Campaign returns.
Team performance
What each person handled in the last 30, 90 or 365 days: Open deals, Won, Lost, Win rate, Won value, Typical first reply, Tasks done and Overdue tasks. Deals without an owner are shown as Unassigned.
Use it for following up, not for judging: the numbers don't know how hard each deal was.
Goals and forecast
This report shows, for one month and one currency, what was won, what is likely, and how it compares with the goal.
- Open Reports, then Goals and forecast.
- Choose the Month and the Currency, then select Apply.
- To set a goal for that month and currency, fill Goal, choose For (Whole company or one person) and select Save.
- Under Chance of winning by stage, give each stage of your pipeline a percentage from 0 to 100, and select Save next to it.
- Won is the value of deals won in that month, in that currency.
- Likely is the value of open deals expected to close in that month, each counted at its stage's chance. A deal worth 10,000 in a stage with a 40% chance adds 4,000.
- Open deals without an amount are left out, and the page says how many.
- Deals in another currency are not converted.
Custom reports
Build your own totals from your data and keep them on the page.
- Open Reports, then Custom reports.
- Type a Report name (up to 120 characters).
- In What to show, choose one of the groupings: deals by status, stage, owner, currency or month; contacts by status, source, owner, country or month; orders by status, campaign, traffic source or month; conversations by status, channel, person or month.
- In Measure, choose Number or Amount. An amount works only for deals and orders, and needs a Currency.
- Choose the Period: the last 7, 30, 90 or 365 days.
- Select Save report.
A company can keep up to 20 custom reports. Each shows up to 50 rows. Select Remove to delete one.
Customers at risk
A list of customers who ordered regularly and have gone quiet for more than twice their usual gap: for example, someone who ordered every 30 days and hasn't ordered for 70. It needs at least two store orders per customer, ignores cancelled, refunded and failed orders, and shows up to 100 customers, the longest overdue first. Each line shows the number of orders, the days since the last one and the usual gap.
It is plain arithmetic: no AI is involved. To remind these customers automatically, see "Time to order again" in Alerts and digests.
Troubleshooting
A button is missing. Your plan doesn't include that report, or it is for owners and administrators only.
"You have reached the limit of 20 reports." Remove a custom report you no longer need.
"An amount needs deals or orders, and a currency." Choose a deals or orders grouping and a currency, or measure by Number.
Numbers look different from another tool. Reports use UTC dates and never convert currencies.
Last updated 2026-11-08