CRM reports & forecasting
Five reports computed from your real rows — pipeline, conversion, funnel, activity and aging.
The Reports tab answers the questions a sales lead actually asks. Every number is computed from your organization's real rows — there are no sample charts or placeholder series. Group and window the pipeline with the two controls at the top.
What's in Reports
| Report | Answers |
|---|---|
| Pipeline | Where the money sits — grouped by stage, owner, account or close-date hygiene, with raw and weighted amounts. |
| Stage conversion | Of the deals that ever reached a stage, how many made it to the next — read from recorded stage history. |
| Lead funnel | How many leads convert, and from which sources. |
| Activity volume | Who's touching accounts in the last 30 days, and with what — plus tasks completed. |
| Aging | How long open deals have sat in their current stage, bucketed from under a week to over two months. |
A "Longest without movement" table rounds it out, ranking your open deals by days since their last stage change so the stuck ones are impossible to miss.
Grouping & windows
- Group by — Stage, Owner, Account, or Close-date hygiene (dated vs. undated deals).
- Closing — Any time, Next 30 days, Next 90 days, or This quarter, filtered on close date.
The Reports tab is on the Team plan and above. On lower plans you'll see a locked panel describing what it does; the rest of the CRM stays fully usable. See Plans & billing.
Because conversion and aging read from real stage-change history, they stay accurate even when a deal skips a stage — the reports reflect what actually happened, not just where things sit today.