Sales Analytics

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.

Man in blue shirt with glasses leaning on a surface and smiling

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

Sales Analytics

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, Evoluted
Activity Reports

See 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

Sales Performance

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

Won / Lost Opportunities

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.

Try free for 14 days