Sales Reports

Powerful Insights—For Any User

Pipeliner CRM has been designed with use in mind—we want everyone to be able to make the most out of Pipeliner's Instant Intelligence, Visualized. Reporting is a vitally important part of Pipeliner, and we program it to be available to all users, without having to resort to a CRM administrator or specialist.

Sales managers can easily create their own reports and monitor their teams in real time. But reports are not just for sales management—salespeople can greatly benefit from having an easily accessible and customizable sales report at their disposal. This allows every member of the sales team to efficiently manage their own pipelines.

Note: Beginning with the Pipeliner CRM Chronology release, reporting features are only available online, and not in offline mode. 

CRM Sales Forecast Report

Create inightful and focused reports with asingle click as you move opportunity from one stage to another

The visual Report Builder screen lets you work with opportunities, accounts, leads and contacts, and define their relations

1-Click Reporting

For nearly any view in Pipeliner, or for any filter you have set up, you can immediately generate an on-demand management report. It can be saved so that it can be referenced or recreated at any time.

Forecast Reports

If there is a single element that a company really needs to be accurate from a CRM application, it is a sales forecast. Pipeliner CRM Forecast Reports provide powerful setting of quotas for all team members, and then tracking quota achievement in real time. Reports can be shared only with specific team members, or across the whole sales unit, depending on your preferences. Users can then work with that report in Pipeliner.

Preformatted Management Reports

24 Popular Preformatted Sales Reports give you mix-and-match views to monitor up-to-the-minute sales performance. Detailed reports, in-depth comparisons, evaluations, and statistics are all user-managed.

Sales KPI Dashboard

Part of being able to deal with the complexity of B2B sales—on both the sales and the buyer sides—is the use of reports to better chart your way. Pipeliner makes these insights visual, and yet another example is our KPIs feature.

Visual Sales KPI reports form a visual real-time view of sales at any given time. We deliver 27 popular, pre-built KPIs that you can use to immediately analyze business for a single rep, a sales unit or territory, or a whole sales team.

A Whole New Dimension: Advanced Reports

With the release of Pipeliner CRM Chronology, you can now create an Advanced Report--an entirely new dimension for Pipeliner CRM reporting. This feature allows you to you combine any record type (opportunities, leads, accounts, contacts, products, feeds, notes, activities)  or report type (standard or pivot) into one single report, using our new Report Builder.

Learn more about Pipeliner CRM Advanced Reports ›

Report Builder

Another feature introduced with Pipeliner Chronology, Report Builder is a visual editor for reports.  The Report Builder screen lets you work with opportunities, accounts, leads and contacts, and define their relations. You can also work with report fields, and define custom filters for each report type.

Management Reports
Task Management