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User Activity and Sales Reporting

Keep on top of user activity and sales in Capsule using reports. With reports you can easily track the type of activities completed by a user and report on opportunities converted or lost.

Using Reports

When viewing reports in Capsule you can decide whether you would like to refine the data further to filter by user/team and time.

Capsule has a number of standard time filters you can choose from or you can apply your own custom timeframe.

Activity Reporting

  • Completed by User - this report is available to users on both the Professional and Teams plan
  • Completed by Type - this report is available to users the Teams plan

Activity reporting allows you to report on user activity across the account. This can help keep track of performance by user or team. You can view activity reports by going to Reports > Activity >

You can filter this report by a specific user or team to gain a clear visual of the different types of activities completed and the number of times each activity type was carried out.

If you are interested in reporting on a particular activity type then that’s done by going to Reports > Activity > Completed by Type. Here you can see the total count of each activity carried out.

The standard activity types are note, meeting and call. Customers on the Teams plan for Capsule can add custom activity types to their accounts.

Sales Reporting

If you would like to gain a better visual of your sales pipeline and conversion metrics you can make use of the Capsule sales reporting. To do this go to Reports > Sales. Here you will find several different report types:

Won/Lost opportunity reports

  • Won/Lost opportunities over Time - this report is available to users on both the Professional and Teams plan
  • Won/Lost opportunities by Owner - this report is only available to users on the Teams plan
  • Won/Lost opportunities by Team - this report is only available to users on the Teams plan

These graphs compare the value and count of the opportunities you havee won and lost. They can also be viewed on an individual level to monitor team member’s conversion rates.

Average sales value report

Track how your average sales value changes over time to ensure your sales are growing. Filter by user or team to see who is generating the highest average sales value for your business.

Pipeline reports

  • Pipeline Forecast - this report is only available to users on the Teams plan
  • Pipeline by Owner - this report is only available to users on the Teams plan
  • Pipeline by Team - this report is only available to users on the Teams plan
  • Pipeline by Milestone - this report is only available to users on the Teams plan
  • Pipeline Growth - this report is only available to users on the Teams plan

These graphs look at your up coming opportunities and allow you forecast your future sales. You can also report on pipeline growth over time.