CRM Reports

The Reports view in meetergo CRM provides insights into your sales performance. Track pipeline value, forecast revenue, analyze stage metrics, and monitor team productivity.

Accessing Reports

Navigate to CRM → Reports
View sales metrics and analytics
Use filters to analyze specific data

Key Metrics

Pipeline Value

The total value of all open deals in your pipeline.

Calculation: Sum of deal values where status = Open

Use it to:

Understand total opportunity size
Track pipeline growth over time
Set and monitor sales targets

Weighted Forecast

A probability-adjusted revenue prediction based on deal stages.

Calculation: For each deal: Value × Stage Win Probability Sum of all weighted deal values

Example:

Deal	Value	Stage	Win Probability	Weighted Value
Deal A	$10,000	Proposal	60%	$6,000
Deal B	$25,000	Discovery	30%	$7,500
Deal C	$15,000	Negotiation	80%	$12,000
Total	$50,000			$25,500

Use it to:

Forecast likely revenue
Set realistic targets
Plan resources based on expected closes

Open Deals

Count of active deals in your pipeline.

Use it to:

Monitor pipeline health
Track deal flow
Identify capacity issues

Won Deals

Total deals successfully closed.

Includes:

Deal count
Total won value
Win rate (won ÷ total closed)

Lost Deals

Deals that didn't close.

Includes:

Deal count
Value lost
Loss reasons breakdown

Stage-by-Stage Analysis

View metrics for each pipeline stage:

Metric	Description
Deal Count	Number of deals in the stage
Total Value	Sum of deal values
Average Value	Mean deal size
Average Time	Days deals spend in stage

Identifying Bottlenecks

Look for stages with:

High deal count: Deals may be stuck
Long average time: Process may be slow
Low conversion: Stage might need attention

Contact and Company Metrics

Contact Stats

Total contacts in CRM
Contacts with deals
Contacts without deals
New contacts this period

Company Stats

Total companies
Companies with deals
Total deal value by company

Task Metrics

Track productivity:

Metric	Description
Total Tasks	All tasks created
Pending	Tasks not yet complete
Overdue	Past due date
Completed	Finished tasks
Completion Rate	% completed on time

Filtering Reports

By Time Period

View metrics for:

This week
This month
This quarter
This year
Custom date range

By Pipeline

Filter to specific pipeline to see:

Stage breakdown
Pipeline-specific metrics
Focused analysis

By Owner

Filter by team member to analyze:

Individual performance
Deal distribution
Productivity metrics

By Team/Scope

Use the scope picker to view:

My data only
Team data
All account data

Understanding Trends

Reports may show trend indicators:

Indicator	Meaning
↑ (Green)	Increase from previous period
↓ (Red)	Decrease from previous period
→ (Gray)	No significant change

Track trends to understand:

Pipeline growth or decline
Win rate improvements
Productivity changes

Common Report Questions

"Is my pipeline healthy?"

Check:

Pipeline Value: Is it sufficient for your targets?
Stage Distribution: Are deals spread across stages or bunched?
Weighted Forecast: Is predicted revenue on track?
Deal Age: Are deals moving or stale?

"Are we winning enough?"

Analyze:

Win Rate: Won ÷ (Won + Lost)
Win Value: Total value of won deals
Loss Reasons: Why are we losing?
Stage Drop-off: Where do we lose deals?

"Is the team productive?"

Review:

Task Completion: Are tasks being done?
Deal Movement: Are deals progressing?
Activity Volume: Communications logged
Pipeline Per Rep: Deal distribution

Using Reports for Planning

Setting Targets

Review historical performance
Look at weighted forecast
Set achievable but stretching goals
Monitor progress regularly

Identifying Improvements

Find stages with low conversion
Analyze loss reasons
Look for common patterns
Implement process changes

Forecasting Revenue

Use weighted forecast as baseline
Adjust for seasonal patterns
Consider deal age and momentum
Update as deals progress

Report Best Practices

Review Regularly

Daily: Quick pipeline check
Weekly: Team performance review
Monthly: Full analysis and planning
Quarterly: Strategic adjustments

Keep Data Clean

Accurate reports require:

Deals in correct stages
Up-to-date deal values
Lost deals marked with reasons
Consistent data entry

Discuss reports in team meetings
Highlight wins and challenges
Make data-driven decisions
Celebrate improvements

Exporting Reports

If export is available:

Navigate to Reports
Set your filters
Click Export
Choose format (CSV, PDF)
Download the report

Use exports for:

Management presentations
External reporting
Historical analysis
Spreadsheet manipulation

FAQ

How often do reports update?

Reports update in real-time based on current deal data.

Can I create custom reports?

Current reports are pre-built. For custom analysis, export data and use external tools.

Why is my weighted forecast low?

If stage win probabilities are conservative or deals are early-stage, the weighted forecast will be lower. Review probability settings if they don't reflect reality.

What's a good win rate?

Win rates vary by industry and deal type. B2B SaaS typically sees 15-30%. Establish your baseline and work to improve.

Can I compare periods?

Use date filters to view different periods. Compare metrics manually or export for detailed analysis.

Are historical closed deals included?

Reports may focus on current period. Use date filters to include historical data.

Why are my metrics different from expected?

Check filters (pipeline, owner, date range). Ensure deals are properly marked as won/lost with accurate values.

Report Glossary

Term	Definition
Pipeline Value	Total value of open deals
Weighted Forecast	Value × probability sum
Win Rate	Won deals ÷ closed deals
Average Deal Size	Total value ÷ deal count
Cycle Time	Days from creation to close
Conversion Rate	Deals progressing ÷ deals entering
Stage Velocity	Average time in each stage