Reports

Close more deals with actionable insights.

Pull the most significant growth levers with our customizable, flexible reporting: from projections to leaderboards and every KPI in between.

Close has several different reports based on the metrics that need to be tracked.

Sales Team Activity Tracking

• Activity Comparison
  Compare time-based reports. How did you perform in Q1 this year vs. Q4 last year? Close gives you all the answers you need at any given time, both for individual reps and your overall team.

• Activity Overview
  Act on priority metrics. Get a holistic view of your team's time on the phone, see the distribution of customer data attributes, or rank the performance across your team based on deal value closed.

• Status Change
  See the movement of your leads down your pipeline and track the number of leads in different statuses over time. Understand how many leads are moving on to a won opportunity versus a lost opportunity.

• Sent Email
  Understand the efficacy of your email communication by seeing sent numbers overall and by template, as well as open rates and response rates. View by team member or overall.

Opportunity Tracking

• Opportunity Pipeline
  Keep a pulse on pipeline health and make accurate projections on open deals–all in one kanban-style view.

• Opportunity List
  If kanban is not your jam, organize opportunities in a list, filterable and sortable by date, user, pipeline, status, etc.

• Opportunity Funnels
  An in-depth look into how your Opportunities perform over a given time range, with details into your overall Opportunity performance.

Exporting Reporting

Easily export your data to external reporting solutions without losing critical insights. We've got you covered, whether it's a custom dashboard, spreadsheets, or advanced BI tool.