Use analytics to analyze, control, and forecast.
Look inside your business
Visualize traffic, data, conversions, and more using our updated analytics dashboard. Gain the valuable insights your data can provide to make smart business decisions.
Let the software comb through your millions of data points.
- Conversions by sales stage, lead source, and other criteria
- Form completion, email open rates, click-throughs, and more
- Marketing and campaign performance
- Contact action
Instantly sift through mountains of data to pull sales reports that will tell you:
- Revenue by a lead source, contact interests, products, and other criteria
- Activity history and sales generated by each rep on your team
- Projected revenue based on your current efforts
- Activity and revenue from referrals
- Custom opportunity reports by owner, sales stage, activity, and more
Order & billing reports
On top of integrating with QuickBooks, Xero, and other accounting software, the platform supports 20+ pre-built billing and accounts reports that track:
- Sales, receivables, payments, credits, and subscription revenue
- Income by lead source, product, or invoice
- Customer lifetime value
- Orders, failed credit card, and unpaid invoices
If you rely on extended teams, outside experts, or partners, then rely on our reports to give you a top-level view of the activity within your ecosystem:
- User logins, leads added, contacts added, and updates
- All tasks by user, type, due date, completion status, and associated notes