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How to use CRM reports

Eight built-in reports for pipeline, wins and losses, team performance, lead sources, conversion, velocity, activities and account revenue.

2 min read

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CRM has eight built-in reports, available from the Reports hub.

The reports

  • Sales pipeline
  • Win/Loss
  • Team performance, grouped by team
  • Lead source ROI
  • Lead conversion
  • Sales velocity
  • Activities
  • Account revenue

How to run one

  1. Open the Reports hub and choose CRM.
  2. Pick a report.
  3. Filter by date range, owner or stage.
  4. Export the result as CSV or PDF if you need to share it.

Good to know

  • Results respect each person's access tier, so a rep sees only their own numbers.
  • Stage history for reports builds up from the date the feature was deployed, so older closed deals use approximate dates.

See Reports hub for how the hub works across modules.