Customize reports

Modify our convenient default reports -- or build your own custom reports on leads, contacts, accounts and opportunities. Use the insights to adjust course and grow your revenue!

Visual sales reports

Monitor your sales progress visually without any complex setups. Understand your sales results instantly with elegant, graphical tables and charts.

Revenue analytics

Pull out revenue metrics from your Freshsales database by source, sales rep, territory, and more. Pinpoint the campaigns that work and the ones that don’t. Identify star performers on your team, and see which territories are leading sales.

Deeper analytics

Apply filters to surface the data you want to see. Add your own logic and group the results. Create tabular, summary, and matrix reports with ease.

Preview reports

Preview any report to verify the data and appearance before you run it. Include field columns to appear in the report, on the fly.

Visual reporting

Monitor your sales progress in a visual manner without any complex setups.

Lost deal analysis

Analyze why you’re losing opportunities and tackle the causes effectively.

Share reports

Choose to share reports with your team or make it private.

Territory reports

Know which territories are meeting targets and have potential business opportunities.

Pipeline reports

Track the progress of each deal. Identify bottlenecks & work towards addressing them.

Email metrics

Using open/click metrics, identify which email templates are a hit and which ones to discard.