> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/feature-guide/reports/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Reports

> Overview of reporting in Close: sales activity tracking, Opportunity tracking, and managing your saved Smart Views and custom 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.

## Saved View Management

Manage all of your Smart Views and custom Reports in your Saved Views, found under your Smart View section of your left sidebar.

![Left sidebar showing Reports with a list of Smart Views and a tooltip labeled View all Saved Views.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/feature-guide/reports/reporting/reports_sidebar_views_f57cd0.png)

Tab between Smart Views (Leads and Contacts), Conversations, and Reports to view any custom searches and reports. Your Private searches/reports will show in this list, but other team members' Private searches will remain private to them.

![Saved Views table showing report names, types, sharing, creators, and last used dates.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/feature-guide/reports/reporting/saved_views_list_78a92f.png)

Under the right-most column, there is the option to manage that specific report, including editing the name and sharing permissions, and removing the Smart View from your left sidebar. Deleting the view will delete it for everyone in the organization.

![Dropdown menu showing Edit, Remove from Sidebar, Copy link, and Delete view options.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/feature-guide/reports/reporting/report_actions_menu_28dc1e.png)

> Overview of reporting in Close: sales activity tracking, Opportunity tracking, and managing your saved Smart Views and custom Reports.

## Docs

- [Activity Overview Report](https://help.close.com/feature-guide/reports/activity-overview-report.md): Use the Activity Overview report in Close to see team activity for any date range. Filter by Smart View or user, compare periods, and export or share.
- [Activity Comparison Report](https://help.close.com/feature-guide/reports/activity-comparison-report.md): Compare activity metrics across team members with the Activity Comparison report in Close. Filter by date, user, and Smart View, then export or share.
- [Opportunity Funnels Report](https://help.close.com/feature-guide/reports/opportunity-funnels-report.md): Track how Opportunities move through your pipeline with the Opportunity Funnels report in Close. See stage metrics, conversion, and a funnel view.
- [Status Change Report](https://help.close.com/feature-guide/reports/status-change-report.md): See how Leads and Opportunities move between Statuses over a time period with the Status Change report in Close, and drill into the matching Leads.
- [Explorer](https://help.close.com/feature-guide/reports/explorer.md): Build custom line and bar charts from your sales data with Explorer in Close. Example reports for Opportunities, calls, and email. Scale plan only.
- [Sent Email Report](https://help.close.com/feature-guide/reports/sent-email-report.md): See emails sent, opens, and replies by Email Template with the Sent Email Report in Close, and A/B test subject lines. Growth and Scale plans.