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Measurable improvement

Use analytics to analyze, control, and forecast.

Look inside your business

Visualize traffic, data, conversions, and more using our updated analytics dashboard. Gain the valuable insights your data can provide to make smart business decisions.

Marketing reports

Let the software comb through your millions of data points.

  • Conversions by sales stage, lead source, and other criteria
  • Form completion, email open rates, click-throughs, and more
  • Marketing and campaign performance
  • Contact action

Sales reports

The software sifts through mountains of data to pull sales reports that will tell you:

  • Revenue by a lead source, contact interests, products, and other criteria
  • Activity history and sales generated by each rep on your team
  • Projected revenue based on your current efforts
  • Activity and revenue from referrals
  • Custom opportunity reports by owner, sales stage, activity, and more

Opportunity pipeline summary

Order & billing reports

On top of integrating with QuickBooks, Xero, and other accounting software, the platform supports 20+ pre-built billing and accounts reports that track:

  • Sales, receivables, payments, credits, and subscription revenue
  • Income by lead source, product, or invoice
  • Customer lifetime value
  • Orders, failed credit cards, and unpaid invoices

A/R Aging summary report

Administrative reports

If you rely on extended teams, outside experts, or partners, then rely on our reports to give you a top-level view of the activity within your ecosystem.

  • User logins, leads added, contacts added, and updates
  • All tasks by user, type, due date, completion status, and associated notes

Task note report

Take a deeper dive