Reporting: Sales Decisions Backed by Customer Data
Build custom reports on pipeline activity, win/loss outcomes, and stage-by-stage deal drop-off to make decisions backed by real customer data.
Reporting gives you the ability to build any custom report about any aspect of your sales process — pipeline activity, conversation outcomes, win/loss rates, and where deals are dropping off between stages. Instead of relying on gut feel or waiting for a manager to pull data, you create the exact view you need in minutes and share it with your team. Every report is built from real customer interaction data, not stale CRM snapshots.
Key capabilities
Custom report builder
Choose any data source, select your metrics, apply filters, and save a report — no SQL or data exports required.
Pipeline drop-off analysis
Pinpoint exactly where deals are falling out of your funnel between stages to identify and fix systemic issues in your sales process.
Win/loss reporting
Analyze closed deals by outcome, rep, product line, or customer segment to understand what drives wins and what causes losses.
Full pipeline visibility
Give your entire team a shared view of what's happening across all deals — without relying on outdated CRM data or manual updates.
Actionable analytics: from guessing to knowing
Every report in PromptLab is built from the same data that drives your pipeline — recorded calls, sent quotes, deal stage changes, and customer interactions. When you build a report on win rates or pipeline velocity, you're looking at what actually happened, not what reps manually logged.
Revenue oversight: track stage-by-stage drop-off
The Pipeline drop-off report shows how many deals entered each stage and how many advanced to the next one. If deals are consistently stalling between Proposal sent and Negotiation, that's a systemic issue — not a one-off. Identifying the drop-off point lets you focus coaching, process improvements, and resources where they'll have the most impact.
Pipeline activity reports
Pipeline activity reports show deal movement over any time period: deals created, deals advanced, deals closed, and deals stalled. Filter by rep, region, product line, or account type to slice the data exactly how you need it.
Getting started with Reporting
Open your dashboards
Click Dashboard in the left navigation. Each tab across the top is a board of saved reports, and New Report at the top right starts a new one.
Select a data source
Pick the records your report reads from — Opportunities, Sales Orders, Invoices, Accounts, Contacts, Products, Calls, Meetings, Activities, or Tasks. Your data source determines which fields you can summarise, group by, and filter on.
Summarise and group
Add the measures you want — a count of records, a sum of pipeline value, an average deal size, a maximum. Then choose what to break them down by, such as stage, owner, or month. Custom columns let you derive a value the records don't store, like value per tonne.
Filter, sort, and run
Narrow the report with Filters, order the result with Sort, and cap it with Max rows. Click Run to see the result, and switch to the Visualization tab to choose how it's drawn.
Name and save it
Give the report a name and a short description, then click Save. Saved reports can be placed on any dashboard through Add reports.
Put high-value reports — weekly pipeline health, monthly win/loss — on a shared dashboard so the whole team sees the same numbers. Use Schedule in a report's menu to have it refreshed on a recurring basis.
Reports reflect data as of the moment you load them. To pull fresh numbers, open the menu in the top right of any report tile and choose Refresh.