CRM / Reference
Open a CRM report.
Reports are read-only pages for reviewing pipeline movement, lead conversion, sales activity, and outcomes.
Where to go
Open Applications → CRM → Reports. Select the report that answers your question, set its filters, and click Apply or the report action shown on the page.
Sales Pipeline by Stage
Use this report to see deal count and value grouped by pipeline and stage.
Salesperson Performance
Use this report to compare deals, won revenue, lost deals, and conversion by salesperson.
Lead Conversion Report
Use this report to review how leads become customers, contacts, and deals.
Sales Activity Report
Use this report to review calls, meetings, and tasks across the sales process.
If a report is empty: clear filters first, confirm the selected date range, and verify that the source records contain the fields used by the report.