Accessing reports
Go to Reports in the sidebar. You’ll see your saved reports and can create new ones.Available report types
Pipeline report
Shows the current state of your pipeline:- Deals by stage with total values
- Average deal size per stage
- Deal count and total value
- Stage conversion rates
Win/loss report
Analyses your closed deals:- Win rate over a selected time period
- Win/loss breakdown by reason
- Win/loss by competitor
- Average deal cycle length for won vs lost deals
Velocity report
Measures how quickly deals move through your pipeline:- Average time in each stage
- Stage-to-stage conversion rates
- Stalled deals (in the same stage too long)
- Comparison to previous periods
Methodology adherence
Shows how well your team is following your chosen sales methodology:- Average completion percentage across all deals
- Per-criterion fill rates (e.g. which MEDDPICC fields are most often left empty)
- Completion by team member
- Completion by deal stage
Filtering reports
All reports support filters:- Date range — focus on a specific period
- Deal owner — filter to a specific team member
- Stage — filter by pipeline stage
- Methodology — filter by MEDDPICC, BANT, or SPICED