Reports
Your pipeline, turned into answers
The numbers a small business actually asks — how much did we collect, what are we winning, and why are we losing — are already computed and waiting. No dashboards to wire up, no BI tool, and no reporting tier hiding behind a paywall.
Free forever — no caps, no paid tier, no credit card.
Revenue and wins over time
See revenue collected from paid invoices and deals won across the period you care about — last 30 or 90 days, the trailing year, or all time. It's a forecast and a scoreboard in one place.
- Revenue collected over time, from real payments
- Deals won over time
- 30-day, 90-day, 12-month, and all-time ranges
Where deals stand — and why they slip
A pipeline snapshot shows what's live and what each stage is worth, while a breakdown of lost-deal reasons tells you why deals didn't close — so you can fix the pattern, not just mourn the number.
- Pipeline snapshot by stage and value
- Why-deals-are-lost breakdown
- Patterns you can actually act on
Who's doing the work
An activity leaderboard surfaces who's logging calls, emails, and meetings, so effort is visible — not just outcomes. It's the team's momentum, at a glance.
- Activity leaderboard across the team
- Effort visible alongside results
- No setup — it's computed from what you already log
Reports & analytics — questions
- Do I have to build the reports myself?
- No. The reports are built in and computed automatically from your contacts, deals, activities, and invoices — there's nothing to configure.
- Is revenue based on real payments?
- Yes — revenue-collected reporting is driven by paid invoices, so it reflects cash actually collected, not just deals marked won.
- Is reporting a paid feature?
- No. Reports and analytics are part of the free product. There is no separate reporting or analytics tier.