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 full picture of each individual's performance and can spot any new activities that are converting better than others.
Quickly see how healthy your pipeline is with our five pipeline reports:
Pipeline by Owner
Pipeline by Milestone
Pipeline by Team
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 Teams
Quickly see the number or value of won and lost opportunities by person or team. Our useful reporting tool will help you spot trends across the year or teams and identify any performance issues before it’s too late.
Use this sales report to see exactly where you're losing sales. By knowing where opportunities are being lost, you can dig deeper and see what can be done to improve your processes or workflow to prevent a drop-off in sales.
See how long it’s taking each individual to close a sale and see how long they are spending in each stage of the sales process. You’ll spot the most efficient salespeople immediately and those that need more support.
Track the average size of your deals to spot trends across individuals or teams. See if your deals are increasing each month or if some individuals aren’t stretching themselves enough. And get insight into why some opportunities take longer to convert.
Track every lost sale to see exactly why you didn’t win with our Lost Reasons reporting tool. Drill down and see where individuals or teams are losing sales. By spotting trends, you can take action before there is any negative impact on future sales.
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.
How many calls are your team making? Are they generating enough leads? Comapre team, sales activity type and volume side-by-side.
Available on plans ProfessionalTeams
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 all of your report data or save an image of your chart for import into other tools such as Excel.
Add to the existing activity types with custom options that are meaningful to your business.
We provide a full breakdown of your report data in a table which can also be exported for later.
Create your own bespoke reports on your sales opportunity with our Google Data Studio integration.
A complete view of your customers so you can look after them like never before.
Feel back in control of your day with tools to keep you organised.
Quickly and easily tailor Capsule to suit your business needs.
Gain insights into all of your sales opportunities
Keep your information safe with additional security measures and user permissions.