Reporting (2025)

See what’s working. Fix what’s not.

Close Reporting gives you the visibility you need to optimize performance, make data-driven decisions, and keep deals moving.

Enhanced sales visibility

Get instant clarity into pipeline and deal progress.

Data-driven decision making

Use real-time insights to guide every decision.

Performance optimization

Track reps, coach smarter, and boost team output.

Streamlined reporting

Replace spreadsheets with built-in, customizable reports.

Reporting designed to move deals forward

Track pipeline health

Analyze easy-to-read pipeline data

Use Opportunity reporting to quickly see your pipeline by stage, value, and close date. Spot deal volume trends, forecast revenue, and catch bottlenecks that could slow down your sales cycle.

Monitor rep performance

Coach sales reps better with the right reporting

Track rep performance across calls, emails, tasks, and deals. See who’s driving pipeline momentum and who needs support. Coach smarter and drive consistent activity across your team.

Identify stalled deals

Flag stuck deals before they go cold or churn

Build reports that surface neglected deals. Give reps a clear re-engagement list before momentum dies and your pipeline leaks revenue.

Measure performance

Refine your workflows using data, not guessing

Track how leads move through your workflows, from first touch to close. Measure the performance of automated emails and calls, then use the data to refine your process and boost conversion at every stage.

Clear, easy-to-read sales data without dashboard digging

Opportunity Reporting

Track deals by stage, expected close date, and value.Spot pipeline gaps, estimate potential revenue, and focus your team on high-impact deals.

Custom Pipeline Views

Break down your pipeline by team, rep, source, or product line. Drill into the details that drive performance and pinpoint what’s working where.

Pipeline Stage Reports

See how many deals are in each stage of your sales flow.
Spot friction points and keep your pipeline moving forward.

Expected Revenue Views

Forecast revenue with precision. Use expected close dates and deal values to project both near-term and long-term revenue.

Activity Reporting

Track outbound effort across calls, emails, texts, and meetings. Ensure reps follow up and work is spread evenly across the team.

Rep-Level Reporting

See how each rep is performing in deals closed, activity volume, and conversion rates. Use this data to coach more effectively.

Leaderboards & Comparisons

Make rep performance visible to the whole team. Encourage healthy competition and give everyone a reason to level up.

Conversion Rate Tracking

Track how reps convert leads across the funnel. Spot skill gaps and coach with precision to boost close rates.

Dashboard Customization

Build dashboards for different teams, roles, or goals. Mix and match activity, pipeline, and revenue data in one view that’s tailored to what you care about.

Saved Reports & Filters

Quickly access your go-to reports. Filter by lead owner, status, source, or custom fields, then save views to revisit later or share with your team.

Real-Time Data

No refreshing. No delays. Reports update automatically, so you're always working with current data, perfect for leadership check-ins.

Easy Sharing

Keep the entire team in the loop. Share insights in meetings, send CSV exports, or display dashboards live without needing help from ops.

Why small businesses love Close.
Yes, love. (Really.)

Hands down the best CRM I’ve ever used! This is a CRM for a sales team that wants to integrate email, phone, SMS and work QUICK. Entering a new lead takes seconds, updating a lead takes seconds. I've never seen a CRM do this!

D.J.P

Small Business, CMO

When it comes to a CRM that helps you manage the sales cycle as a small or medium-sized business, I've not encountered a better system out there. We've tried scores of them over the years including Salesforce.

Travis R

CEO / Sales Coach

Frequently Asked Questions

What types of reports can I build in Close?

Close offers flexible reports for tracking team activity, sales performance, pipeline health, and lead conversion. You can visualize key metrics with customizable charts and dashboards or dive into granular views using filters and date ranges to surface the exact insights you need.

Can I create custom dashboards for my team?

Yes! You can build multiple dashboards tailored to different use cases, like individual rep performance, pipeline forecasts, or executive summaries. Dashboards are easy to share, and each team member can pin the ones most relevant to their role.

Is real-time data available in the reports?

Absolutely. Reports in Close update in real time, so your dashboards always reflect the latest calls, emails, opportunities, and sales outcomes. No need to manually refresh or export.

Do I need a technical background to use the reporting tools?

Not at all. Close’s reporting tools are built for sales teams, not data analysts. You don’t need to write SQL or use spreadsheets. Everything is point-and-click, so anyone on your team can explore data and get actionable insights.

Can I export or share reports outside of Close?

Yes. You can easily export reports to CSV for further analysis or send visual dashboards via screenshot or screen share. That way, you can keep leadership, clients, or stakeholders in the loop even if they don’t use Close.

Sales reporting that actually drives revenue

See what’s working. Fix what’s not.