Features · On every plan, including free

Sales reports and a custom report builder

The reports small teams actually ask for are built in. When you need something different, the report builder lets you group, filter and chart anything without a spreadsheet.

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The report builder: a saved report of open pipeline value by stage, with filters, sharing and a pin to Home. — Build your own reports, share them and pin them to Home (Standard).

What you get

Ready-made sales reports

Performance by person, revenue by month, forecast by close date, lead sources and your deal funnel, with CSV export.

Report builder (Standard)

Group, filter and chart companies, contacts, deals and activities, including your custom fields.

Click through to records

Click any bar or row to open the records behind it.

Pin to Home

Pin the reports you check every day to your home page.

Set it up

Open Reports and pick a ready-made report.
On Standard, choose New report, pick what to count and how to group it.
Pin it to Home or export it as CSV.

Questions

Are reports on the free plan?

Yes, the ready-made sales reports are on every plan. The report builder is on Standard.

Can I report on custom fields?

Yes, in the report builder.

Pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies. Your first workspace gets Standard free for 30 days, no card needed. Prices exclude VAT.

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