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Increase your Sales and Productivity

Capsule offers a number of reporting features which make it extremely easy to get insights about your business that can help you to both optimize your sales and manage productivity. Accurately forecast your upcoming sales and find leaks in your sales process to increase revenue going forward. As well as reporting on your sales data, you can also filter your contacts using a wide variety of filters that allow you to segment your contacts list based on any contact fields or additional data.

Who can view Reports?

The Reports page is visible to all users and each Report can be viewed by all users on your account. On the Free and Professional plans, it’s not possible to limit Report access to certain users.

On the Teams plan, all users still have access to the reports, however Restricted users can only view reports relating to records assigned to them.

How to filter Reports

By default, Reports in Capsule display data for all Users on your account. You can filter this individually by User or by Team(on the Teams Plan) by using the filters at the top of the screen.

Many Reports can also be broken down by different time periods such as weeks, months or quarters by selecting the relevant button at the top of the screen.

All Reports on the Reports page can be filtered for different time periods based on what timeframe you want to report on. There are a number of standard time filters you can choose or you can apply your own custom timeframe. To do this, click the date picker at the top-right of the screen(set to “This Year” by default) and select your preferred time period.

Filtering for lists of Opportunities

In addition to the built in Sales Reports Capsule also lets you filter for lists of Opportunities based on a range of filters to help you identify just the Opportunities you need. To create a filtered Opportunity list:

  1. Go to the Sales Pipeline .
  2. Click on the list icon
  3. From the list page, use one of the standard filters or click on More filters to filter for one of the many options.

Some popular filters include:

  • [Expected close On][is within next] [30] days
  • [Added On][is within last] [7] days
  • [Is stale][yes]
  • [Value][is greater than] [10,000]

Below we go through some of the more popular reports that you can view and create.

Built in Sales Lists

Capsule has a number of standard lists you can access by going to the Sales Pipeline > Saved List:

You decide how you would like to use this list. For example, you may want to export the list or tag all the Opportunities.

Finding inactive Opportunities

Instead of a standard list, you may wish to create your own list by adding filters. For example, creating a list for following up Opportunities that have had no action in the last 30 days:

  1. Go to your Sales Pipeline List
  2. Click on More filters
  3. Filter for [Updated on][is older than] [30] days.

Saving a filtered List of Opportunities

To save a list for future use:

  1. Click on the Saved Lists drop down menu.
  2. Use the option to Save list as…
  3. Name the list and then decide if you’d like the saved list to be shared with the rest of the team or just be visible to yourself.
  4. Click Save and you will now be able to see the saved list displayed in the drop down menu.

Find Opportunities based on their value

It can sometimes be useful to find all your Opportunities that are over a certain value. To use that:

  1. Go to your Sales Pipeline List
  2. Click on More filters
  3. Filter for [Value][is greater than] [USD -\$][10000].

This will find all your Opportunities where the total expected value is over $10,000. That includes Opportunities that are setup with recurring revenue e.g. where the expected value is $3,000/month over 4 months.

Filter Opportunities by their currency

If you’re working with multiple currencies then it can also be helpful to further narrow down the list to only opportunities with a specific currency. To do that:

  1. Go to your Sales Pipeline List
  2. Click on More filters
  3. Filter for [Currency][is] [GBP -£].
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