Reports & Analytics
Reports give you visibility into your sales performance. Track key metrics, spot trends, and make data-driven decisions.
Dashboard
The main dashboard shows an overview of:
- Pipeline value — total value of leads and deals by stage
- Conversion rates — percentage moving from one stage to the next
- Activity metrics — emails sent, tasks completed, calls logged
- Team performance — metrics by team member
Date Range Filtering
All dashboard metrics support date range filtering:
- Quick presets: Today, This Week, This Month, This Quarter
- Custom date range picker for specific periods
- Compare current period vs. previous period
Available Reports
Pipeline Report
- Leads and deals by stage
- Stage-to-stage conversion rates
- Average time in each stage
- Pipeline velocity (how fast leads move)
Activity Report
- Emails sent, opened, clicked, replied
- Tasks created and completed
- Calls logged and meetings held
- Activity by team member
Revenue Report
- Won deal values over time
- Average deal size
- Win rate by source, team member, or time period
- Revenue forecast based on weighted pipeline
Campaign Report
- Per-campaign delivery, open, click, and reply rates
- Best performing subject lines
- Optimal send times based on engagement data
Exporting Data
Export any report as CSV:
- Navigate to the report
- Set your date range and filters
- Click Export
- Choose CSV format
- The file downloads to your computer
Tips
- Review the dashboard weekly to spot trends
- Use date range comparisons to measure progress
- Share exported reports with stakeholders who don’t have Rev Forge access
- Set up workflow alerts for metrics that drop below thresholds
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