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Nutshell is super user-friendly and intuitive

I would highly recommend Nutshell

Easy to use and... wait for it ... 100% buy in!

Nutshell is both simple and powerful

Track & Improve Your Team's Performance

CRM Analytics & Reporting

Nutshell’s CRM reporting and analytics tools help you and your team learn what’s working and what needs to improve.

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Providing Intuitive CRM Solutions Since 2009

Instantly view and track sales performance

See how the month’s sales are shaping up and how you’re tracking against previous periods with Nutshell CRM reporting. Drill down by product, rep, lead source, and more to identify the biggest movers for your business. (Sales quotas available in Nutshell Pro and above.)

 

Track your team’s effort and productivity

Leverage powerful reporting to pinpoint ways to more effectively manage your team to achieve—and surpass—their quotas, all within your CRM.

 

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

Forecast your sales

Nutshell gives you the information you need to estimate future sales, delivering CRM reporting at its best.

 

Monitor lead volume

Use your reports to identify your best lead sources and ensure you’re keeping the pipeline filled.

Nutshell CRM reporting for fast insights on new leads screenshot

 

Analyze lost deals

Understand when and why you’re not winning business, customizing your report output based on the metrics you need.

 

See how customers advance through your sales funnel

View conversion rates at each stage of your funnel to monitor performance and identify where deals are getting stuck.

Nutshell CRM reporting for fast insights on sales funnel and stage performance screenshot

 

Download beautiful, presentation-ready charts

Stop wasting time creating charts in Excel or PowerPoint. With the click of a button, you can save Nutshell report charts from your CRM for quick use in your presentation decks.

Screenshot showing downloading of charts with Nutshell CRM reporting for fast insights for presentations

Experience world-class reporting & analytics with the best next-action sales & marketing CRM

What is next-action sales?

a group of people are looking at sticky notes on a glass wall with the word doin written on it

It’s a very useful tool and can be customized to fit your needs. I wish I would have started using Nutshell sooner!

Melissa H. G.A. Richards Group

Reporting Overview Videos

 

CRM Reporting Overview

 

CRM Sales Report

 

CRM Leads Report

 

CRM Losses Report

 

CRM Forecast Report

 

Custom CRM Reports

 

CRM Sales Activity Report

 

CRM Snapshot Reports

 

Sales Funnel Report

 

CRM Email Report

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