Reporting & Performance Tracking

Make sense of your sales data and act on it

Get out-of-the-box insight

Nutshell's built-in reports give you an at-a-glance look at your most important sales and activity metrics. Get complete visibility into your past sales performance, lead volume, pipeline, and more.

Build custom reports and share them

Create, save, and share reports with the exact filters and data that's most important to you. Take a quick glance at the results using the web, and optionally export the report to Microsoft Excel or Google Sheets with a single click.

See team activities at-a-glance

If you manage a sales team, you understand the importance of measuring activities. With Activity Reports, Nutshell provides an overview of how many phone calls were made, meetings scheduled, emails sent, and a number of other activities. You can also drill-down into team and individual performance, set goals to track progress and even compare any two time periods.

Sales funnel reporting

Stop guessing at how you’ll make your numbers this quarter and start understanding what is actually moving deals forward. You’ll learn what sales activities work and which are slowing your team down.