CRM · Reporting

Which source actually
pays for itself.

Reporting reads the leads, calls, deals and activities directly. Because sources, dispositions and stages are all records rather than free text, the question "which channel produces revenue" has an answer.

Attribution needs structure. If the source is a text field, every report on it is a guess with a chart.

Where business comes from

Source performance.

By sourceVolume, conversion and outcome per channel, from source records rather than typed strings.
No-source bucketA count of leads that arrived without a source — visible, because an unmeasured channel is usually the biggest one.
The pipeline

Movement, not just position.

Stage movementWhat moved and what stalled, which is more useful than a snapshot of where everything sits.
ForecastComputed from deals and stages rather than assembled by hand.
The team

Activity and queues.

Activity by person and teamCalls, follow-ups and status changes — from the records, not self-reported.
Queues that need attentionReassignment, overdue follow-ups and pending transfers, surfaced as counts rather than found by scrolling.
Day to day

The views people open every morning.

My dayOne rep’s work for today, rather than a dashboard they have to interpret.
Pipeline summaryThe position in one call, for the manager who wants a number before a meeting.
Lead funnelWhere leads are dropping out, which is the report that changes what you do next.
Setup statusWhat is still unconfigured — sources without mappings, teams without members — so a half-configured CRM is visible as such.
Nearby

Related capabilities.

Deals and pipeline · Lead management · Teams

Spend where it works.

Which you can only know if the source was a record all along.

Get started → See pricing