Close more deals with actionable insights

Scale smarter with customizable CRM reporting.

Data you can trust

Report on the metrics that truly matter to your team.

Pipeline health

Make accurate sales forecasting projections on open deals in the Opportunities view. Stay focused on the deals most likely to close.

Holistic view of KPIs

Track leading indicators––and spot potential roadblocks. Analyze phone time, see customer data distribution, and more.

Built-in feature reports

Dive deeper into metrics that matter, in full context. Use feature-specific reports like those in Sequences or in our Opportunity Funnel Report. Analyze Sequence effectiveness and improve reps’ workflow performance, without third-party dashboard tools.

Save time with fast, intuitive reporting

Get the insights you need in seconds with our Activity Comparison report.

One-click reports

Analyze your crucial sales metrics in seconds. Use comparison activity reports and customizable dashboard modules to assess growth in real-time.

Act on priority metrics

Get a holistic view of your team's time on phone, see the distribution of customer data attributes, or rank the performance across your team based on deal value closed. Use this data to measure and support your team.

Integrations and exporting

Complex reporting needs? No sweat. Easily export data or use our advanced integrations to sync Close data to your BI tool of choice.

Motivate and coach your team in Close

In my past CRMs, I had to export the data into a spreadsheet to get the reports I needed. It was unnecessary manual work. Close’s reporting features are the opposite of that experience—they streamline our daily sales reporting processes, save us a TON of time and money, and help us motivate our teams.

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The Sales Enablement Toolkit

Get 8 customizable templates to kick your sales enablement strategy into overdrive.

The Sales Success Kit

11 action-oriented templates, checklists, and guides to make your best sales year yet.

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