Sales Reporting Software | CRM Dashboard & Analytics

Sales Reporting with Rapitek CRM

Real-Time Dashboard

Your sales data is updated in real time. All KPIs, charts, and summaries on a single screen.

KPI Tracking

Track critical metrics such as conversion rate, average deal value, and sales cycle duration.

Custom Report Builder

Build your own reports with a drag-and-drop interface. Filters, groupings, and calculations.

Automated Reporting

Weekly and monthly reports are automatically generated and sent via email. Save time.

Charts and Visualization

Visualize data with bar, pie, and line charts as well as heat maps.

Forecasting

Revenue forecasts based on historical data. Measure the probability of reaching targets.

Excel/PDF Export

Download all reports as Excel or PDF with a single click. Ready for your management presentations.

Mobile Access

Access dashboards and reports from your phone and tablet. Ideal for field teams.

Available Reports

Pipeline Report

Opportunity distribution by stage, total pipeline value, and stage-based conversion rates. Identify bottlenecks instantly.

Performance Report

Rep-level target vs actual comparison, top-performing sales behaviors, and team rankings.

Forecast Report

Next period revenue forecast, target attainment probability analysis. Committed and best-case scenario forecasts.

Activity Report

Call, email, meeting, and proposal counts. Analyze the correlation between activity volume and results.

Manager vs Sales Rep View

A customized dashboard experience for every role

Sales Manager

Team-wide pipeline value and target tracking
Rep-level performance comparison
Revenue forecasting and trend analysis
Loss analysis and bottleneck detection
Automated weekly management report

Sales Representative

Personal pipeline and target status
Activities to complete today
List of opportunities near closing
Personal conversion rate and average deal value
Commission and bonus calculation

Industry Comparison Data

Results achieved by sales teams using reporting

%29

Average increase in sales revenue (companies using CRM)

Source: Nucleus Research, CRM ROI Report

%32

Increase in sales productivity (teams using reporting)

Source: Forrester, B2B Sales Effectiveness Study

%41

Improvement in forecast accuracy (with CRM forecasting)

Source: Aberdeen Group, Sales Forecasting Study

Frequently Asked Questions

Why is CRM reporting important?

CRM reporting transforms raw sales data into actionable insights. It provides data-driven answers to questions like which products sell best, which reps are most successful, and which periods are busiest. Decisions are based on data, not guesswork.

Which sales reports should be tracked?

Essential sales reports: Pipeline report (opportunity stage distribution), Performance report (rep-level target vs actual), Forecast report (future period revenue projection), and Activity report (calls, meetings, and email counts).

How often should reports be reviewed?

Activity metrics should be reviewed daily, pipeline and performance reports weekly, and trend analyses and forecast reports monthly. Rapitek CRM offers automatic report scheduling to keep your team on track.

Can dashboards be customized?

Yes, in Rapitek CRM every user can build their own dashboard. Use drag-and-drop to add or remove widgets, save filters, and switch between different views tailored to your role.

Can reports be exported as Excel or PDF?

Yes, all reports can be downloaded in Excel and PDF format with a single click. Additionally, automatic report delivery lets you share specific reports via email on a weekly or monthly basis.

Can reports be accessed from mobile devices?

Yes, Rapitek CRM features a fully responsive design. You can access dashboards, reports, and KPIs from your phone or tablet. It is the ideal solution for field sales teams on the go.

Turn Your Sales Data into Action