Reports & Dashboards
See your whole pipeline, not just a slice of it
Five reports ready on day one, a Command Center that opens to your day, and figures that render in your own currency. Because every module writes to one spine, a report and a dashboard never tell two different stories.
One source of truth
Deals, contacts, activities, and tasks all write to the same spine, so a report and a dashboard never disagree, and the forecast is the same number as the pipeline. No reconciling tabs.
Ready on day one
Five pre-built reports — deal performance, sales funnel, activity, revenue forecast, and task productivity — read straight from live data. No report-builder maze to learn first.
Always live, in your currency
Reports reflect what's in your CRM right now and render in your workspace currency. Export any of the core reports to CSV in one click when you need to take the numbers elsewhere.
How it works
Every part, explained.
Open a pre-built report
Start from one of five reports — deal performance, sales funnel, activity, revenue forecast, or task productivity. Each builds from live, tenant-scoped data the moment you open it.
Filter and segment
Narrow by owner, stage, date range, or the fields you track. The same filters work the same way across every report, so there's one mental model, not five.
See it in your currency
Every monetary figure renders in your workspace currency using standard number formatting — a US workspace sees dollars, a European one sees euros. No manual reformatting.
Read your day on the Command Center
The dashboard home surfaces your open deals and tasks, pipeline health, recent activity, and the weighted revenue forecast — so the state of the business is on screen before anyone asks.
Export to CSV
Send the filtered view to a clean, spec-compliant CSV (RFC-4180, UTF-8) in one click — for the board deck, the spreadsheet model, or the finance hand-off.
Trust the number
Reports respect permissions, so a shared view only shows records the viewer is allowed to see — and because every change is logged, a figure traces back to what produced it.
Deep dive
Everything that's in the box.
Five pre-built reports
Deal performance, sales funnel, activity, revenue forecast, and task productivity — each on real, tenant-scoped data, ready to read with no setup.
The Command Center
A “Your Day” home that opens to your open deals, tasks, pipeline health, recent activity, and the weighted forecast — the dashboard you actually start the day on.
Cross-module by nature
Because every module feeds one spine, the numbers across deals, contacts, activities, and tasks agree with each other instead of drifting apart in separate exports.
Currency-aware figures
Monetary values render in your workspace currency via standard Intl formatting — dollars, euros, and more — with no per-report configuration.
One-click CSV export
Export the core reports to a clean RFC-4180 / UTF-8 CSV whenever you need to model the numbers or hand them to finance.
Permission-aware views
Reports and dashboards respect who can see what, so a shared view never exposes records a teammate shouldn't access.
Saved & smart views
Keep the filtered record views you return to — stalled deals, at-risk accounts — so the segment you care about is one click away.
Cross-module Ops reporting
Ops Mission Control rolls sales, delivery, and support into one pulse with cycle-time, on-time, and throughput reports — the operating view above the per-module reports.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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