Reports & forecasting

Reports & forecasting

Pipeline value

Sum of open deals in each stage, in your org's base currency (FX-converted daily).

Weighted forecast

Each open deal contributes value × stage.probability. This is your realistic pipeline coverage.

Win rate

won / (won + lost) over the selected date range. Filter by owner, source, or product line.

Loss reasons

Grouped counts of loss reasons captured when deals moved to a is_lost stage — useful for product feedback and enablement gaps.

Rep leaderboard

Won ARR, deals closed, and average cycle time per owner. Ties into the Commissions module.

Exporting

Every report has an Export CSV button. Formula characters are neutralized for safe re-opening in Excel.