Insightful reports to help you make key decisions
Monitor every aspect of your sales cycle and better understand your business to help you make more informed decisions.
See how healthy your pipeline is with reporting
See how your team is getting on with activity reports
Easily export all of your valuable reporting data
Know your business inside and out with analytics
Our sales analytics tool allows you to see where time is being spent and compare it to the number of sales coming in. It even allows you to track unique sales activities so you get a picture of each individual's performance and can spot any new activities that are converting better than others.
Sales Pipeline Forecasting
Quickly see how healthy your pipeline is with our five pipeline reports:
Pipeline Forecast
Pipeline by Owner
Pipeline by Team
Pipeline Growth
"Thanks to Capsule's clean interface, it’s incredibly easy to use. Very little training is required, we can easily track client communications, our sales pipeline and the Xero integration makes billing clients seamless too."
Ash Young
Managing Director, EvolutedSee how your team is getting on with activity reports
How many calls are your team making? Are they generating enough leads? Compare team, sales activity type, and volume side-by-side.
Available on plans: Starter Growth
Insights that make it easier to plan ahead
With our sales reports you'll know exactly how your team is performing. How many opportunities are you winning or losing? Who is your top salesperson? Which team is performing the best?
Available on plans: Growth
Additional features
Filter by user or team
Get a more focussed view of any report by filtering by any team or owner to show you only what you need to see.
Export reports
Export all of your report data or save an image of your chart for import into other tools such as Excel.
Custom activity types
Add to the existing activity types with custom options that are meaningful to your business.
Full report breakdown
We provide a full breakdown of your report data in a table which can also be exported for later.
Google Data Studio Reports
Create your own bespoke reports on your sales opportunity with our Google Data Studio integration.
Filter by pipeline
Focus your report on a specific pipeline to get a more accurate view of your sales.