Reporting
See what's working.
Real-time dashboards and reports that give you visibility into your pipeline, team, and business performance.
Pipeline visibility
Track deals by stage, see conversion rates, and identify where deals get stuck.
Coherence
Kanban views
Visualize your workflows.
Qualified$177,900
1S
Stripe$$2,650
@Katherine Adams
☺
★★★★★
📅Jul 24, 2025
👤Patrick Collison
Engaged$132,100
1A
Airbnb$$12,567
@Phil Schiller
☺
★★★★★
📅Jun 15, 2023
👤Joe Gebbia
Proposed$740,860
Everything you need
Real-time dashboards and analytics
To Do3
Research
Design
In Progress2
Development
Done5
Review
Deploy
Pipeline reports
Track deals by stage with conversion metrics.
ActivityView all
SC
Email received from Sarah
2m ago
MJ
Call logged with Mike
1h ago
LP
Meeting with Lisa
3h ago
Activity metrics
Email volume, meeting frequency, response times.
To Do3
Research
Design
In Progress2
Development
Done5
Review
Deploy
Custom dashboards
Build dashboards with the metrics that matter.
Record Details
StatusActive
Deal size$45,000
Close dateJan 15, 2025
Time-based tracking
Compare this month to last, this quarter to last year.
To Do3
Research
Design
In Progress2
Development
Done5
Review
Deploy
Filters & segments
Slice data by any field or segment.
Sharing Settings
Everything
Subject, body, attachments shared
Subject only
Metadata shared with team
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Only you can see this
Export & share
Export to PDF/CSV or schedule automated emails.