The numbers a manager actually asks for
How much did we sell, who is in the field, and how is each person doing. Every figure is derived from data your team already captures, so there is nothing extra to fill in.
What you get
Six reports, one hub
Sales, visits, performance, pipeline, attendance and delivery, each with charts, tables and export.
Scoped by role, server-side
An owner sees their organisation, a team lead sees their teams including nested sub-teams, and a member sees themselves.
Per-person drill-down
Open any individual for their own trend, top products and contacts, recent visits, and a comparison against the team average.
Export anywhere
Every report exports to CSV, Excel or a paginated PDF.
Also included
- Beat plan adherence
- Productive visit percentage
- Pipeline ageing
- Order fulfilment cycle times
- Customisable dashboards with widgets
Every one of these works alongside the rest of the platform — see the full product tour or compare what each plan includes.
Analytics & Reports questions
Can a team lead see the whole company's numbers?
No. Scoping is enforced on the server, so a team lead sees only their own teams and any nested sub-teams beneath them.
Do reports cover field activity as well as sales?
Yes. Visits, attendance, coverage and beat-plan adherence are reported alongside revenue, so you can see effort next to outcome.
Can I build my own dashboard?
Yes. Dashboards are made of widgets you choose, arrange and resize, including KPI figures, finance trends, pipeline charts and team productivity.
How far back can I report?
Any date range up to a year at a time, with presets for common periods such as this month, last month and this year.
Still deciding? Ask us directly — we answer within one business day.
Works well with
These modules share the same data, so using them together removes the handoffs entirely.
Put analytics & reports to work
Start on the free plan and switch on the modules you need as your team grows into them.