Sales Reporting & Analytics
Real-time sales dashboards, revenue forecasts, and performance reports. Make data-driven decisions to grow faster.
The Sales Reporting Problem
❌ Manual spreadsheets: Spend hours copying data from CRM to Excel, calculations are error-prone, always out of date
❌ Salesforce: Reporting requires admin training, complex formula fields, reports take 30+ min to build
❌ HubSpot: Advanced reporting locked behind $400/mo Professional plan
❌ Other CRMs: Reports don't update in real-time, require internet connection, can't export easily
Lead16's Sales Reporting
⚡ Real-Time Updates
Reports update instantly when deals move, invoices send, or leads are added. No waiting for overnight batch processing. See current pipeline value any time.
🎯 Pre-Built Dashboards
20+ ready-to-use reports: pipeline value, win rate, sales forecast, rep performance, lead sources, conversion rates. No setup required.
🔧 Custom Reports
Build your own reports: choose metrics, filters, date ranges, and grouping. Save for reuse or schedule automatic email delivery weekly/monthly.
📤 Easy Export
Export any report to CSV (for Excel) or PDF (for sharing). Generate shareable links for board meetings or investor updates. Works offline.
Pre-Built Sales Reports
📈 Pipeline Report
Total value of all open deals by stage. See where deals are stuck, which stages have the most value, and projected close dates.
New Leads: $45,000 (12 deals)
Qualified: $78,000 (8 deals)
Proposal: $124,000 (6 deals)
Negotiation: $89,000 (4 deals)
Total Pipeline: $336,000
🎯 Win Rate Analysis
Percentage of deals won vs lost, broken down by rep, deal size, industry, or lead source. Identify what's working and where to improve.
Overall Win Rate: 34%
By Rep:
Sarah: 42% (21/50 deals)
Mike: 28% (14/50 deals)
By Source:
Referrals: 67% win rate
Cold outreach: 18% win rate
💰 Revenue Forecast
Projected revenue based on pipeline value and historical win rates. Weighted by stage probability (Proposal = 50%, Negotiation = 75%, etc.).
This Month: $67,000 expected
Next 30 Days: $112,000 expected
This Quarter: $289,000 expected
Based on $336K pipeline × 42% avg win rate
⏱️ Sales Cycle Length
Average time from first contact to closed deal. Track by deal size, industry, or rep to identify bottlenecks and speed up sales.
Average: 32 days
By Deal Size:
$0-5K: 18 days
$5-20K: 34 days
$20K+: 61 days
↓ 23% faster than last quarter
📞 Activity Report
Track sales activity: emails sent, calls made, meetings held. Correlate activity levels with close rates to identify top performers.
This Week:
Emails sent: 127
Calls logged: 34
Meetings held: 12
Top Rep: Sarah (42 activities)
Top reps average 40+ activities/week
🎪 Lead Source ROI
Which marketing channels generate the most revenue? Track conversion rates, deal value, and sales cycle by lead source.
Referrals: $124K revenue (67% win rate)
LinkedIn: $78K revenue (31% win rate)
Website: $43K revenue (22% win rate)
Cold Email: $18K revenue (18% win rate)
↑ Double down on referrals
Custom Report Builder
Build your own reports with our drag-and-drop builder. Choose metrics, filters, date ranges, and visualization type (table, chart, or KPI card).
1. Choose Metrics
- ✓ Pipeline value
- ✓ Number of deals
- ✓ Win rate %
- ✓ Average deal size
- ✓ Revenue (closed)
- ✓ Forecast (weighted)
- ✓ Sales cycle days
- ✓ Activity count
2. Add Filters
- ✓ Date range
- ✓ Sales rep
- ✓ Deal stage
- ✓ Lead source
- ✓ Industry
- ✓ Deal size range
- ✓ Tags
- ✓ Custom fields
3. Group & Export
- ✓ Group by rep
- ✓ Group by month
- ✓ Group by source
- ✓ Group by stage
- ✓ Export to CSV
- ✓ Export to PDF
- ✓ Share via link
- ✓ Schedule email
Example Custom Report:
"Enterprise Deals Last Quarter"
Metric: Revenue + Win Rate
Filter: Deal Size > $20K, Date = Last 90 days
Group By: Sales Rep
Export: Auto-send PDF to CEO every Monday
Lead16 vs Other Sales Reporting Tools
| Feature | Lead16 | Salesforce | HubSpot | Excel |
|---|---|---|---|---|
| Real-time updates | ✓ Instant | Delayed | Delayed | Manual |
| Pre-built reports | 20+ Free | $75/mo+ | $400/mo+ | None |
| Custom report builder | ✓ Yes | Complex | Pro+ only | ✓ Yes |
| Offline reporting | ✓ Yes | ✗ No | ✗ No | ✓ Yes |
| Setup time | 0 min | 2+ hours | 30 min | Hours |
| Export (CSV/PDF) | ✓ Free | ✓ Yes | Pro+ only | ✓ Yes |
Who Needs Sales Reporting?
👔 Sales Managers
Track team performance, identify coaching opportunities, forecast revenue for leadership. See which reps need help and which strategies work best.
Example: VP of Sales runs weekly pipeline review showing each rep's win rate, activity levels, and deals at risk.
💼 Solo Founders
Make data-driven decisions about where to focus. Which lead sources convert best? What deal sizes close fastest? Optimize your time.
Example: Founder discovers referrals have 3x win rate of cold outreach, shifts 80% of effort to referral generation.
📊 CEOs & Investors
High-level visibility into sales performance without digging through CRM. Automated monthly reports for board meetings or investor updates.
Example: CEO gets auto-emailed PDF report every Monday: last week's revenue, pipeline value, forecast, and top deals.
🚀 High-Growth Startups
Rapidly iterating sales process? Real-time reports show what's working immediately. Test new messaging, adjust pricing, optimize funnel daily.
Example: SaaS startup A/B tests two pricing tiers, uses win rate report to see which converts better within 2 weeks.
SaaS Founder Increases Revenue 89% with Data-Driven Decisions
"Before Lead16, I had no idea which lead sources actually converted. I was spending 50% of my time on cold LinkedIn outreach with a 12% win rate. The Lead Source ROI report showed referrals had a 71% win rate. I shifted focus to asking happy customers for intros. Revenue jumped 89% in 5 months, and I work half as hard because I'm only chasing hot leads now."
— David T., Founder of B2B SaaS Startup
Frequently Asked Questions
Lead16 tracks pipeline value, win rate, average deal size, sales cycle length, conversion rates by stage, revenue forecasts, activity metrics (calls/emails/meetings), lead sources, and rep performance. All metrics update in real-time and are exportable to CSV or PDF.
Yes. Build custom reports by selecting metrics, date ranges, filters (by rep, deal stage, industry, etc.), and grouping. Save reports for reuse or schedule automatic email delivery weekly/monthly. Export to CSV, PDF, or view in dashboard widgets.
Real-time. When a deal moves stages, an invoice is sent, or a lead is added, all reports update instantly. No waiting for overnight batch processing like other CRMs. View live pipeline value, forecast, and activity metrics any time.
Yes. Lead16 generates reports from locally-synced data when offline. Reports reflect all data synced before going offline. New activities logged offline are included once you reconnect and sync.
Yes. Export reports to PDF or CSV and share via email. Or generate a shareable link with view-only access (no login required). Perfect for board meetings, investor updates, or weekly team reviews. Set link expiration dates for security.
Related Resources
Start Tracking Your Sales Performance Today
Get instant access to 20+ pre-built reports. No setup required.
💯 All reports free forever • No credit card required • Real-time updates