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.
Reporting & Performance
Tracking
Nutshell’s CRM reports help you and your team learn what’s working and what needs to improve.
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.
Product Manager