Reports

CRM reporting.

Who can use this page

Who: anyone with a Vector (CRM) role of Admin, Member or Viewer. Vector access is set per person and is separate from your other roles.

Reports shows charts for a date range. Set From and To at the top; every tab uses the same range.

• Overview: deals won versus lost, week by week.
• Pipeline: deals per stage for the pipeline you choose, and the active stage distribution.
• Activities: activities by type, daily volume and a leaderboard of who logged the most.
• Forecast: expected revenue by month, both total value and weighted value (value multiplied by the deal's probability).
• Contacts: new contacts over time, by source, and the breakdown by status.

A tab with nothing in the range says so instead of showing an empty chart.

List and table controls

The report tab and date range are kept in the page URL. Changing scope replaces the report snapshot; an older response cannot overwrite a newer selection. Reports preserve their comparison columns and offer Try again after a loading failure.