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Know what is coming – and where you lose deals

The revenue forecast shows what the coming months will bring, and the win/loss report reveals where the team loses deals. Decisions based on data, not gut feeling.

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What the coming months will bring

The forecast report groups open opportunities by expected close month and calculates the weighted value – expected revenue adjusted by each opportunity's probability. Alongside it you see the revenue you have already won.

  • Forecast by month for the next four months
  • Weighted value: expected revenue × probability
  • Opportunities with no close date in their own group
  • Overview of revenue already won

See where you win deals – and where you lose them

The win/loss report shows win rate, the number of won and lost opportunities, and their value, grouped by loss reason by default – so you know where to adjust your approach.

  • Win rate as a percentage
  • Count and value of won and lost opportunities
  • Grouping by loss reason to identify patterns
  • Grouping by salesperson, source, or stage

See which lead source brings in deals

The lead attribution report shows how many leads you have, how many became opportunities, and the conversion rate. Group them by source, campaign, or UTM parameters.

  • Lead count, converted leads, and conversion rate to opportunity
  • Grouping by source, campaign, or UTM parameters
  • Value of the opportunities that came from leads

Benefits you will feel every single day

  • A clear revenue forecast without manually consolidating spreadsheets
  • Spot weak points in the sales process
  • Lead sources compared by conversion
  • Reports across opportunities, leads, quotes, orders, products, and contacts in one tool
  • Data stored in the EU, accessible only to authorised team members

Reports draw from the whole of EasyCRM

Sales pipeline

Win rate, average sales cycle length, and weighted value come straight from your pipeline data.

More about: Sales pipeline

Quotes & orders

Quotes and orders are separate data sources for your own report views.

More about: Quotes & orders

Contacts & relationships

Lead attribution reports show which source brings the most conversions and value.

More about: Contacts & relationships

Questions about reports

Yes. In the reports module you choose a data source, a measure, grouping, and filters, and save the resulting view as a favourite so you can come back to it at any time.

A team member who has permission to view reports can see them. You manage permissions in roles.

Pipeline analysis, win/loss, revenue forecast, and lead attribution.

Decide with data, not gut feeling

Create a free account and see reports on your own data. No credit card required.

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