Multiple chart types
Bar, line, funnel, donut. Every chart type you need to present pipeline data clearly to any audience.
Reports
Your pipeline. Fully visible.
Build custom reports in seconds. Slice your data by rep, stage, region, or time period. Then share with your team as a live dashboard. No exports, no spreadsheets.
Custom Reports
Answer any question about your pipeline
Build reports on any object, filtered by any field. Group by rep, territory, stage, or date. Then share a live link with your team or leadership.
- Any object: report on Companies, People, Opportunities, Visits, or Tasks
- Powerful filters: combine conditions with AND/OR logic across any field
- Group & aggregate: sum, count, or average any numeric field
Team Performance
Know who's winning and who needs help
Leaderboards and per-rep breakdowns surface performance gaps before they become problems. Managers get a clear view without hunting through data.
- Individual rep scorecards with deals, visits, and revenue
- Team-level aggregates against quota and targets
- Period-over-period comparison in one click
Live Dashboards
One screen. Full picture.
Combine multiple reports into a single dashboard. Pin it to your homepage, share a link with leadership, or export a snapshot. No BI tool required.
- Pin any report to a shared team dashboard
- Data refreshes live: no manual exports ever needed
- Export to PDF or CSV for board and investor reporting
50+pre-built report templates ready to use
Real-timelive data: no refresh button, ever
0spreadsheets needed to run your pipeline review
Everything included
Built for real reporting needs
Powerful filtering
Combine filters with AND/OR logic across any field. Drill into the exact slice of data you care about.
Dashboard builder
Combine multiple reports into a shared dashboard. Pin charts, reorder, and share with your team in seconds.
Live data
Reports update in real time as your team adds deals, logs visits, and closes opportunities. No manual refresh.
Export anytime
Export any report to CSV or PDF instantly. Perfect for board reports, investor updates, or weekly reviews.
Rep-level scorecards
Drill down to individual reps with visits, deals, call logs, and win rates. All in a single clean view.
Stop guessing. Start reporting.
Build your first custom report in under 2 minutes. No data team required.