Read the sales and pipeline reports

The Sales & pipeline group tells you where business comes from, what is coming, and why you win or lose. Most of these trend over time with the Period pills.

Sales

Sales is your booked value, deal count, average sale, pipeline, and win rate, sliced by a dimension you pick: Sales rep, Brand, Channel, Event type, or Lead source. The bar chart and table drill through to the underlying booked and pipeline events, so a number you do not believe is one click from the deals behind it.

The Sales report: a bar chart by dimension and a table of booked value, deals, average sale, pipeline, and win rate Screenshot from a demo workspace; data illustrative.

Forecast

Forecast buckets upcoming revenue by event date and splits it into booked versus pipeline, so you can see what is committed and what is still hopeful in the months ahead. Drill a bar to the events in it.

The Forecast report: booked and pipeline stat cards, a stacked bar by event date, and the booked-events list Screenshot from a demo workspace; data illustrative.

Win / Loss

Win / Loss is won versus lost counts and your win rate, plus the value you lost broken out by loss reason. It is the report that turns “we lost a few” into “we lost four to budget and two to timing,” which is something you can act on.

The Win / Loss report: won, lost, and win-rate stat cards, and lost value by reason Screenshot from a demo workspace; data illustrative.

Leads

Leads is the top of the funnel: totals, conversion rate, average days to convert, and conversion broken down by source and by owner, plus a disqualified-by-reason view. Read it with Leads and customers to see where to spend your marketing.

The Leads report: funnel stat cards, a lead-funnel chart, and conversion by source and by owner Screenshot from a demo workspace; data illustrative.

Year over year

Year over year compares this year against last across the headline numbers, events, booked count and value, average sale, lost, and win rate, by event year. There is no period selector; it is the annual scoreboard.

Consult coaching

Consult coaching is a manager view of discovery-consult quality per rep: how much the client talked, how many questions were asked, whether budget came up front, and a trust score. It turns the sales conversation into something you can coach.

Good to know

Sales is the only report with the dimension selector; the rest trend by period or by year.
These reports read whatever your team has captured, so the payoff of clean lead sources and loss reasons shows up right here.