CRM Reports
Go to: CRM → Reports
Six reports cover the CRM module. They differ in what they are for, not just what they show:
| Report | Answers |
|---|---|
| Sales Pipeline | What is in the pipeline and how healthy is it? |
| Lead Reports | Which leads exist, and who owns them? |
| Opportunity Reports | Which deals exist, at what stage and value? |
| Lead Lifecycle | What has happened to this lead, end to end? |
| Transaction Chain | What did this record turn into? |
| Sales Funnel | Where are we losing people between stages? |
Reports appear only if your role has access to them. If one described here is missing from the tile list, ask your administrator — see Roles.
Sales Pipeline
Go to: CRM → Reports → Sales Pipeline
The management view of the pipeline: value, health, and movement.
Headline figures
| Metric | What it means |
|---|---|
| Total Pipeline | The raw value of all active opportunities |
| Weighted Pipeline | The same value adjusted by each deal’s probability |
| Total Opportunities | How many active deals make up that value |
| Win Rate | Share of closed deals that were won |
| Avg Deal Size | Average opportunity value |
Weighted pipeline is the number to forecast on. Total pipeline treats a 10%-probability deal the same as a signed one. If the two figures are far apart, your pipeline is thinner than it looks.
Views on the report
| Section | What it shows |
|---|---|
| Opportunities by Sales Stage | The value distribution across stages, as a donut |
| Pipeline by Stage | Active deals organised into stage columns |
| Pipeline Value by Stage | The same distribution as a bar chart |
| Pipeline Trend | How the pipeline has moved over time |
| Top Opportunities | The highest-value deals, across every stage |
The report can be exported to PDF.
Lead Reports
Go to: CRM → Reports → Lead Reports
A filterable, exportable list of leads with the fields your team asks for most.
Columns
Lead Name · Gender · Email · Mobile Number · Status · Next Follow-up Date · Territory · Lead Owner · Industry · Lead Type · Lead Source
Filters
| Filter | Narrows to |
|---|---|
| From Date / To Date | Leads created in a period |
| Next Follow Up Date | Leads due to be chased |
| Status | One or more lead statuses |
| Territory | One or more territories |
| Lead Owner | One or more sellers |
| Lead Source | One or more sources |
| Industry | One or more industries |
Set the filters, click Generate Report, and export the result to CSV.
Opportunity Reports
Go to: CRM → Reports → Opportunity Reports
The same idea for deals.
Columns
Opportunity No. · Opportunity Name · Party Type · Amount · Expected Closing · Probability (%) · Sales Stage · Territory · Opportunity Owner · Status
Filter by status, sales stage, territory, owner, and date range, then export to CSV.
Sort by Expected Closing and scan the current month. Deals whose closing date has passed but whose status is still Open are the ones that need a conversation this week.
Lead Lifecycle
Go to: CRM → Reports → Lead Lifecycle
Where the other reports list records, this one traces one lead’s whole history — everything that happened to it, in one place.
For each lead it shows:
| Section | Contents |
|---|---|
| Lead summary | Name, status, email, phone, territory, owner, source, industry, created date, expected value |
| Opportunities | Every deal generated from the lead |
| Emails | Emails exchanged |
| Notes | Notes logged against the lead |
| Calls | Calls logged |
| Meetings | Meetings logged |
| Sales Quotations | Quotations raised, with the customer they went to |
Filter by status, territory, lead owner, lead source, industry, a specific lead, and date range. The CSV export preserves the section structure.
This is the report to open before a difficult customer conversation, or when auditing why a lead stalled. It reads as a story rather than a table.
Transaction Chain
Go to: CRM → Reports → Transaction Chain
The chain report follows the documents a record produced. Start from a lead, prospect, or opportunity, and it traces forward through the related CRM records and converted customers, ending at sales quotations.
Use it when you need to prove where a piece of business came from, or to find every document produced by a single lead.
Sales Funnel
Go to: CRM → Reports → Sales Funnel
A visual funnel showing how many records survive each stage of the journey:
| Stage | Counts |
|---|---|
| Active Leads | Leads currently being worked |
| Opportunities | Deals generated from them |
| Quotations | Quotations raised |
| Converted | Records that became customers |
The funnel can be zoomed, fitted to screen, and downloaded as PNG or PDF — useful for board packs and review meetings.
Read the funnel by the biggest drop, not the smallest number. A steep fall from Leads to Opportunities is a qualification problem; a steep fall from Quotations to Converted is a pricing or closing problem. They need completely different fixes.
Choosing the right report
Everyday tips
- Compare Total and Weighted pipeline every week. The gap between them is your forecasting risk.
- Export lead and opportunity reports with the filters applied — an unfiltered export is rarely the question anyone asked.
- Use Lead Lifecycle for the one-record deep dive and Sales Funnel for the population view; they answer opposite questions.
- If pipeline velocity or sales cycle look implausible, check stage discipline on opportunities before trusting the number.
Related pages
- Opportunities — where pipeline data comes from
- Leads — where lead data comes from
- Sales Reports — what happens after conversion