Help · Reports, insights and data
Reports, insights and data
Built-in reports, dashboards, importing, migrating and exporting.
Export a report to CSV
Take any of the core reports out to a spreadsheet in one click — for a board deck, a custom slice, or to combine with data from another tool — with amounts in your workspace currency.
Read the five built-in reports
KudosCRM ships five pre-built reports — deal performance, sales funnel, sales activity, revenue forecast, and task productivity — so you can measure what happened without building a dashboard from scratch.
Run the Ops AI Standup
Ops Mission Control gives you a cross-module pulse across deals, tasks, and projects — and a grounded Ops AI Standup: a read-only daily digest written by Claude over a real snapshot, so it summarizes what's true and can't invent records.
Set up your Command Center
The Command Center is your 'Your Day' home screen — open deals, due tasks, pipeline health, recent activity, and a weighted forecast in one place, so the CRM opens to what matters instead of a blank dashboard.
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