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# SmartReporting.io

## Smart Reporting enables you to create reports on:

* Number of leads created per month per sales rep
* Conversion rate per acquisition source per month this year
* Conversion rate per Pipeline stage
* and so much more

## What you'll need

* A [Smart Reporting Account](https://smartreporting.io/)
* A Close account and your [API Key](/v1/docs/api-keys)

## Setup

* Go to [https://smartreporting.io/](https://smartreporting.io/) and create your FREE account

![Signup form for Smart Reporting with fields for name, email, passwords and Close API key next to promotional gradient panel.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/analysis-and-reporting/smartreportingio/smartreporting_registration_bee479.png)

* Start creating metrics and add them to your Dashboard

## Dashboard Examples

Let's say you have the following Opportunity Statuses in your sales pipeline:

* Interested
* Meeting
* Proposal
* Sales

You could set up the following dashboards:

Showing the number of leads per status per month

![Table showing counts per pipeline status (Interested, Meeting, Proposal, Sales) for Jan, Feb, and Mar 2020.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/analysis-and-reporting/smartreportingio/pipeline_status_table_228bd4.png)

Showing, out of all the interested leads in your pipeline each month, the number of leads who agreed to meet with your team; the number of proposals your team sent; and how many deals your team closed. At the bottom, you can also see conversion rates based on the number of interested leads.

![Table showing leads and conversion counts and percentages for Jan, Feb, and Mar across pipeline stages.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/analysis-and-reporting/smartreportingio/pipeline_conversion_table_144ec0.png)

The above dashboards could also display daily, monthly, quarterly, or yearly data, or be divided by rep, lead source, or by any custom field you care about.

## Smart Reporting Help Documentation

For more information about Smart Reporting and the integration, please go to [their website](https://smartreporting.outseta.com/support/kb#/categories).