Reporting and analytics

Tabular lists individual records with the columns you choose. Summary groups records and rolls each group up with your chosen aggregation. Matrix cross-tabulates two dimensions — say, pipeline by month, or product category by customer segment — so you can see a grid rather than a list.

Filters cover equals, not-equals, contains, does-not-contain, starts-with, ends-with, greater-than, greater-than-or-equal, less-than, less-than-or-equal, between, is-empty, is-not-empty, in-list, not-in-list, is-true and is-false — 17 in total, combinable into AND groups and OR groups so a filter can express "stage is Proposal Sent AND (value is greater than 5000 OR source equals Referral)" rather than forcing everything into one flat AND chain.

Twenty built-in relative ranges — today, yesterday, this week, last week, this month, last month, this quarter, last quarter, this year, last year, trailing 7/30/90 days, and further variants — mean a saved report keeps working next month without editing a fixed date. On top of that, reports support a previous-period comparison (this month vs. last month) and a same-period-last-year comparison (this quarter vs. the same quarter last year), so seasonal businesses can compare like with like instead of against an arbitrary prior stretch.

Deal size, order value and recency can each be bucketed into bands — for example, deals under $1,000, $1,000–$5,000, $5,000–$20,000 and above — turning a continuous number into a distribution you can group and chart, without you writing the boundaries into a formula every time.

Count, sum, average, minimum, maximum and count-distinct are available on any numeric or countable field, applied per group in a summary report or per cell in a matrix.

Seventeen templates spanning Pipeline, Sales, Activity, Leads, Commerce, Customers, Promotions and Hybrid categories give you a working starting point — pipeline value by stage, win rate by source, activity volume by rep, lead conversion by channel, order volume and average order value, customer segment movement, coupon usage, and blended sales-plus-commerce views — that you then customise rather than build from a blank canvas every time.

Set targets per rep, per team or per period, and the reporting layer compares actual performance against quota and shows attainment as a percentage. Because it draws from the same object graph as everything else, a quota report can be scoped to a single pipeline or blended across sales and commerce in a Hybrid business.

No KPI is a dead end. Click a number on a dashboard or a report cell and you land on the underlying list of records that produced it — the actual deals, orders or activities — so a report is a way into the data rather than a wall you can only look at.

Reports export to CSV, and the export respects the exporting user's record visibility — an agent scoped to their own book cannot export records belonging to someone else just because a report happens to include them.

Every deal stage change is recorded with a timestamp, which is what unlocks two reports that a live-only pipeline snapshot can never produce: time-in-stage (how long deals sit in Proposal Sent before moving) and stage-to-stage conversion (what share of deals that reach Qualified go on to reach Negotiation). Both are historical questions, and both require the history to have actually been captured — which it is, from the first stage change onward.

Set the install to Sales, Ecommerce or Hybrid mode and the default dashboard changes to match — pipeline-first for a services business, orders-and-RFM-first for a store, a blended view for a business running both. It changes only the default view; every template and the full report builder remain available regardless of mode.

Because order capture includes gross subtotal, discounts, tax, shipping, partial refunds and coupon usage, commerce reports can show a real layered sales figure — gross sales, discounts and refunds taken out to reach net sales, tax and shipping added back to reach total sales collected — rather than a single ambiguous "revenue" number that quietly picks one of those without saying which.