Pre-built sales and lead reports. Stock and warehouse reports are under Warehouse → Reports.
API & Integrations
Reports related to inbound API leads, form submissions, and third-party integrations.
API Leads Log
All inbound form submissions, chatbot conversations, and API-driven leads. Filter by date, form type, and source. Exportable to CSV for auditing.
Open Report
Sales & Pipeline
Deal velocity, pipeline conversion, and sales rep performance.
Closed Opportunities
All closed opportunities with outcome, reason, and reporting filters by date, region, sales rep.
Open Report
Pipeline Velocity
Measures how quickly deals move through each pipeline stage, with average time-in-stage and bottleneck identification.
Open Report
Lead Source Conversion
Conversion rates by lead source (API, manual entry, import), from initial contact through to closed deal.
Open Report
Quote & Proposal Funnel
Quotes and proposals from created to sent, viewed and signed — by rep and month — plus a follow-up list of documents opened but not signed.
Open Report