Reports overview

Reports opens a single Advanced Reporting dashboard where you can review performance, change how widgets display data, and drill into deals and leads.

Using Advanced Reporting

1. Open the dashboard — select Reports in the sidebar to open Advanced Reporting.
2. Review the KPIs — see Total Revenue, Pipeline, Avg Deal, Conversion, Invoiced, and Overdue.
3. Filter the data — use the reporting filters to focus the dashboard.
4. Change widget views — set all widgets to chart view or table view, or reset chart types and settings.
5. Drill into the data — explore the deals and leads behind the dashboard results.