What it covers
Use overview reporting, funnel analysis, forecast measures and connected source records.
Reporting and data
Reports and analytics
Review customer, sales, service and delivery performance.
How it works
Read performance alongside the records that shape it
Review customer, sales, service and delivery measures, then move from an overview to funnel and forecast views. Connected source records help teams understand what contributes to a number.
In practice
Use funnel reporting and forecast measures with links back to source work.
When to use it
Useful situations
- Review sales performance with source opportunity context.
- Compare service or delivery activity over a selected period.
- Use a measure to decide which record to open next.
A working path
How the work moves
Choose
Open the relevant overview, funnel or forecast measure.
Filter
Apply the available period and scope controls.
Investigate
Open linked source records to understand what contributes to the result.
Illustrative scenario
declining conversion
A sales leader sees a funnel change, opens the underlying opportunities and reviews stage movement with the responsible owners. A manager can move from a changed measure to the accessible records behind it, checking whether a number reflects a real process issue, timing difference or incomplete data.
Before you start
What to check
- Report contents remain permission-filtered.
- A measure describes recorded data; it does not replace operational review.
Can I inspect the records behind a number?
Supported report views link back to accessible source work.
Are forecasts included?
Forecast measures are available where the relevant feature and plan permit.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.