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Create, save, share and download reports instantly in Nutshell.
Save, share and download any Nutshell report.
Instantly understand your sales performance and see how you’re tracking against quota.
Segment this report by product, assignee, territory, source, or tag.
Change the y-axis to display sales by the number of your won leads or the value of your won leads.
Want insight into why you are losing business? Use the Losses report to determine how much you’re losing, and why.
Segment by outcome, competitor, product, assignee, territory, source, or tag.
Change the y-axis to display your lost deals by quantity or value. This report shows your leads that are canceled and lost.
Monitor your lead volume to ensure you’re keeping the pipeline full.
Monitor your lead volume to ensure you’re keeping the pipeline filled.
Segment by lead source to identify your best sources, or segment by product, assignee, territory, or tag.
Use the Attribution Report to understand where your best leads are coming from, and which are closing at the highest rate.
This unique report shows both new leads and won leads broken down by channel, as well as the win rate for each of your lead channels.
Channels are a great way to get a high-level overview of your marketing efforts and one of the many ways that Nutshell connects marketing efforts to sales outcomes.
The Forecast report helps you estimate your future sales. It shows the full value of leads in your pipeline but you can also adjust your pipeline calculations by confidence level.
Change the date range to include previous weeks, months, quarters, or years to see how your forecast has historically aligned with your actual sales.
Custom reports are powerful reports that can be used to gain insight into your leads. Create, save, and share custom reports amongst team members who need to know your numbers.
Add filters for any data points in your Nutshell account and segment your report on outcome, product, assignee, territory, source, tag, competitor, or stage.
Your Activity report allows you to check on your team’s productivity. The report is made up of three sections.
Filter this report by log status, activity type, users, and teams.
Use the Email report to measure your team’s different kinds of email outreach. The filters allow you to group email templates and see how frequently they’re being sent across your team, then compare that with the volume of uncategorized emails your team sends.
Dig in even more by filtering your Email report by team and user.
The Task report breaks down team productivity related to automated tasks. Keep an eye on whether tasks are being completed on time, late, skipped or not completed at all. You can filter the report by pipeline, assignee and time period.
Drill down by pipeline stage and task to see task totals and percent completed on time.
Snapshots are useful for keeping an ye on trends. Nutshell records a “snapshot” of your business each day you can see how your business is evolving over time.
Snapshots show Pipeline size, Win rate, Sales cycle, Activity effort, and Leads on time.
You can filter you snapshots by date, assignee, source territory, funnel, or product.
The Funnel report is where you can review your pipeline performance and conversion rates.
You can quickly identify which stages in your sales process your team is closing the most leads. Use this report to analyze and enhance your sales process.
Nutshell’s Marketing dashboard and individual reports allow you to connect your marketing efforts to your sales outcomes.
The Engagement report helps you understand the impact of your chat widget on your website.
Chat with Nutshell’s Smart reports or connect to your favorite GPT
Probeer Nutshell 14 dagen gratis uit of laat ons je rondleiden voordat je erin duikt.
A CRM report is an analytical report done using data from a CRM system. Because CRMs help sales teams organize, track, and manage their leads and sales, they are valuable databases of information about sales, losses, leads, activities, and more. A CRM report can provide insights into:
Running a CRM report in Nutshell is as simple as selecting your filters and watching the data populate. All Nutshell reports allow you to choose from a set of standard filters as well as your own custom fields so you can dive into the data that matters most. Then, simply select a date range, and Nutshell will present the data automatically in an easy-to-read bar or line graph that’s ready to be downloaded and shared.
The best sales reporting tools will provide your team with features that help you break down your sales data into actionable insights. Here are a few key features to look for:
Yes! Nutshell lets you track both sales and activity quotas. Set monthly sales targets and weekly activity goals (calls, meetings, demos) for your team. The system automatically tracks progress and displays quota performance in your reports and dashboards, helping you keep everyone on track.
Absolutely. You can download reports as charts or spreadsheets, and share saved reports with teammates inside Nutshell. Shareable reports (available on Pro plans and above) make it easy to distribute insights to stakeholders, even if they don’t use Nutshell. Your data stays accessible wherever you need it.
All plans include basic sales reports. Growth plans ($25/user/month) add activity reports, email reports, and quota tracking. Pro plans($42/user/month) unlock the full reporting suite—including forecast, funnel, losses, custom reports, and shareable reports. Compare features to find your fit.
We want you to succeed. That’s why we don’t charge extra for support. Our friendly support team has your back from the moment you start your trial.
We’ll even help migrate your data so you can get up-and-running fast. Onboarding and implementation services are available if you need them.
Start your 14-Day free trial and see why thousands of other businesses choose Nutshell.
