Reporting & Performance Tracking

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

Instantly view your sales performance

See how you’re tracking against quota and versus previous periods. Drill down by product, rep, lead source, and more to identify the biggest movers for your business.

Track your team’s effort and productivity

Pinpoint ways to more effectively manage your team to achieve—and surpass—their quotas.

PRO FEATURE

Forecast your sales

Get the information you need to estimate future sales.

Monitor lead volume

Identify your best lead sources and ensure you’re keeping the pipeline filled.

Analyze lost deals

Understand when and why you’re not winning business.

Keep an eye on trends

View snapshots of your business so you can track trends in pipeline growth, win rate, sales cycle size, and more.

See how customers advance through your sales funnel

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

PRO FEATURE

Download beautiful, presentation-ready charts

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

There’s also a really cool “wallboard” feature that we place on a big TV in our sales area and it shows live updates and biggest lead wins that month. It’s pretty motivating for our sales team.

Matthew W. Product Manager SafetySync

Start your 14-day free trial today.

Easy peasy & no credit card required