Sales Reports

Pipeline analytics that turn deal data into revenue decisions

CrmLeaf Sales Reports give every sales manager a live dashboard of lead conversions, pipeline value, deal-stage distribution and agent performance, with drill-through to the underlying records and scheduled digests that land in your inbox before the Monday stand-up.

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reporting views for the sales team
5
reporting views for the sales team
click from a chart to the record behind it
1
click from a chart to the record behind it
lead breakdowns: by source, agent and period
3
lead breakdowns: by source, agent and period
weekly CRM Insight digest by email
1
weekly CRM Insight digest by email

The reporting cycle

Capture, analyse, act, review, repeat

Leads and deals flow in from your CRM pipelines, and every metric links back to the record behind it.

  1. Step 01

    Capture

    Leads and deals flow in from CRM pipelines automatically

  2. Step 02

    Analyse

    KPI tiles, charts and tables surface conversion and pipeline health

  3. Step 03

    Act

    Drill through to the record behind any metric and take action

  4. Step 04

    Review

    Weekly CRM Insight digests arrive by email with no manual pull

  5. Step 05

    Repeat

    Filters and date ranges let you compare periods and spot trends

What's inside

Five reporting capabilities for your sales team

01

Sales & CRM Dashboard

KPI tiles, interactive charts and drill-through to every underlying record.

See how it works
02

Lead Reports

Conversion rates, source attribution and agent-level lead performance.

See how it works
03

Deal & Pipeline Reports

Pipeline value, stage distribution, average deal size and win/loss ratios.

See how it works
04

Agent Goals & Performance

Track each rep against configurable targets and surface coaching moments.

See how it works
05

Follow-up Engine & Overdue Surfacing

Overdue follow-ups surfaced on the dashboard so nothing slips through.

See how it works

In detail

How each capability works

01 / 05

Sales & CRM Dashboard

The Sales & CRM dashboard lives inside Command Centre and serves as the single reporting hub for every sales metric. KPI tiles show headline numbers such as total leads, open deals, pipeline value and conversion rate, while interactive charts break those numbers down by time period, stage, source or agent. Click any data point to drill through to the underlying lead or deal record.

An administrator provisions Command Centre for your organisation. Once it is enabled, any user with the appropriate role sees the dashboard, pre-filtered to the data their permissions allow: reps see their own numbers and managers see the whole team.

Built in

  • Headline KPI tiles for leads, deals, pipeline value and conversion rate
  • Interactive bar, line and pie charts with hover details
  • Click-through from any chart segment to the underlying CRM records
  • A date-range picker with presets and a custom range
  • Organisation and team filters for multi-entity businesses
  • Role-scoped visibility: reps see their own data, managers see all
  • KPI tiles
  • Interactive charts
  • Drill-through to records
  • Date-range filters
  • Organisation filters
  • Command Centre
02 / 05

Lead Reports

Lead Reports answer the questions that drive marketing-to-sales alignment: which sources generate the most leads, which agents convert them fastest and where in the funnel prospects drop off. Conversion-rate breakdowns by source, agent and time period show whether a paid channel is worth its spend and whether a new hire is ramping on schedule.

Every metric supports the same date-range and organisation filters as the main dashboard, and the underlying data can be exported for board decks or BI tools.

Built in

  • Conversion rate by source, to see which channels deliver qualified leads
  • Conversion rate by agent, to identify top performers and coaching needs
  • Lead volume over time with trend lines and period comparison
  • Funnel-stage breakdown showing where leads stall or drop off
  • Exportable data sets for spreadsheets or BI tools
  • Conversion rates
  • Source attribution
  • Agent breakdown
  • Time-period comparison
  • Export
03 / 05

Deal & Pipeline Reports

Deal Reports give you a real-time picture of pipeline health. See total pipeline value across all open deals, how that value is distributed across stages and how average deal size is trending. Win/loss analysis shows the ratio of deals closed-won to closed-lost over any date range, which helps you forecast more accurately and catch slipping close rates early.

Stage-distribution charts highlight bottlenecks: if most of your pipeline value sits in Proposal Sent, you know where to focus. Drill through any bar or segment to the individual deals behind the number.

Built in

  • Total pipeline value across all open stages
  • A stage-distribution chart showing where deals concentrate
  • Average deal size with a trend line over the selected date range
  • Win/loss ratio and close-rate tracking by period
  • Drill-through from any chart segment to individual deal records
  • Pipeline value
  • Stage distribution
  • Average deal size
  • Win/loss ratio
  • Bottleneck detection
  • Drill-through
04 / 05

Agent Goals & Performance

Sales managers set numeric goals per agent: targets for deals closed, revenue won, leads converted or any combination. The performance dashboard shows each rep's progress against those goals in real time, so coaching conversations happen while the quarter is still open, not after the number is missed.

Agent performance sits alongside lead and deal reports, giving managers one view of what each rep is working on, what they have closed and how far they are from target.

Built in

  • Numeric goals per agent: deals, revenue, leads or custom targets
  • Real-time progress bars and percentage-to-goal metrics
  • A leaderboard view comparing agents on the same targets
  • A manager dashboard with full visibility across the team
  • Filters by date range, organisation and team for segmented reviews
  • Configurable goals
  • Real-time progress
  • Per-agent breakdown
  • Team comparison
  • Coaching signals
05 / 05

Follow-up Engine & Overdue Surfacing

Every deal in CrmLeaf carries a next-follow-up date, and the Sales & CRM dashboard surfaces open, won, needs-attention and overdue follow-ups in dedicated report panels. A follow-up that passes its date appears in the overdue list visible to both the rep and their manager, not buried in a personal calendar.

The follow-up engine is woven into the reporting layer. Overdue counts appear on KPI tiles, and clicking through takes you straight to the deal, where you can reschedule, add a note or close the follow-up.

Built in

  • The overdue follow-up count appears on the main dashboard KPI tiles
  • Dedicated panels for open, won, needs-attention and overdue follow-ups
  • Drill-through from the overdue list to the deal record
  • Visible to both the assigned rep and their manager
  • Reschedule, add notes or close follow-ups without leaving reports
  • Next-follow-up dates
  • Overdue surfacing
  • Open, won and attention views
  • Manager visibility
  • In-report action

Beyond the pipeline

Sales data that feeds the rest of the platform

Sales Reports do not live in a silo. The same data that powers your dashboard feeds financial forecasting and executive reporting, so every team works from one source of truth.

See Financial Reports
  • Command CentreThe central hub that provisions every reporting dashboard
  • Financial ReportsPipeline value flows into revenue forecasts and budgets
  • CRM Insight ReportsA scheduled weekly digest of usage, activity and reminders (add-on)
  • ExportPull any report into spreadsheets, BI tools or board decks

FAQ

Common questions about CrmLeaf Sales Reports

  • The Sales & CRM dashboard is a reporting hub inside CrmLeaf's Command Centre. It shows KPI tiles for leads, deals, conversion rates and pipeline value, with interactive charts that drill through to the underlying records. An administrator provisions the dashboard for your organisation.

Related

Explore further

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See your pipeline health before your trial ends

Import your leads, close a few deals and watch the dashboard fill in, all inside a free trial with no credit card.

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