Data is only as powerful as your ability to understand it. That's why we've completely overhauled our reporting engine to give you deeper insights, faster — without the complexity.
New Reporting Features at a Glance
The latest update to our Sales Management SaaS Dashboard brings a suite of advanced reporting tools designed for modern marketing teams who need clarity, not clutter.
Custom Report Builder
Build reports from scratch using our drag-and-drop report builder. Choose from 40+ metrics, apply filters, group by date or segment, and export in PDF, CSV, or interactive HTML formats.
- Drag-and-drop metric selection
- Date range comparison (period over period)
- Custom segment breakdowns
- Scheduled email delivery
Funnel Visualisation
See exactly where leads drop off in your sales funnel. The new funnel report maps every stage from first click to closed deal, showing conversion rates at each step.
Attribution Modelling
Choose between first-touch, last-touch, and linear attribution models to understand which channels truly drive your revenue. Switch between models with one click and see how your ROI story changes.
Understanding attribution is the difference between cutting the wrong budget and doubling down on what works.
Live Dashboard Mode
Present real-time metrics in your next client or leadership meeting using our new Live Dashboard mode — no refresh needed, data updates every 30 seconds automatically.
How to Access the New Reports
All new reporting features are available immediately in your dashboard under the Reports tab. No additional setup required — your existing data is already compatible.
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