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Dashboards and Reports

SalesOS provides visual dashboards and detailed reports that help managers and administrators track performance, identify trends, and make data-driven decisions.

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Dashboard Overview

Go to Reports > Dashboards to access the reporting center. The default dashboard displays key performance indicators for the selected time period.

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KPI Cards

The top row shows summary metrics:

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Charts

A line chart showing closed revenue by week or month. Compare against targets and previous periods.
A funnel chart showing the number of deals and their combined value at each pipeline stage. Identifies where deals get stuck or fall off.
A bar chart comparing won vs lost deals. Includes loss reason breakdown when deals are marked with loss reasons.
Shows which lead sources generate the most deals and revenue. Helps optimize marketing spend.
Side-by-side comparison of teams by revenue, deal count, conversion rate, and average deal size.
Detailed metrics for each sales rep: deals, revenue, activities, and ranking position.
Compares weighted pipeline forecast against actual closed revenue. Shows forecast accuracy over time.

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Filtering Reports

All dashboards support filtering by:
  • Time period — Today, this week, this month, this quarter, this year, custom range
  • Team — All teams or a specific team
  • User — All users or a specific sales rep
  • Pipeline stage — Filter by specific stages
  • Lead source — Filter by how leads were acquired
  • Custom fields — Filter by any custom field value
Save frequently used filter combinations as named views. Click Save View after applying your filters to create a reusable preset.

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Custom Dashboards

On Professional and Enterprise plans, you can create custom dashboards:
1

Go to Reports > Dashboards

Open the reporting section.
2

Click Create Dashboard

Click + New Dashboard and give it a name.
3

Add widgets

Drag widgets from the widget library onto the dashboard canvas. Available widgets include KPI cards, charts, tables, and activity feeds.
4

Configure each widget

Click a widget to configure its data source, filters, and display options.
5

Arrange the layout

Drag and resize widgets to create your preferred layout.
6

Save and share

Save the dashboard. Optionally share it with specific users or teams.

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Scheduled Reports

Set up automated email reports that are delivered on a schedule:
  1. Go to Reports > Scheduled
  2. Click + Create Schedule
  3. Select the dashboard or report to send
  4. Choose recipients (individual users or teams)
  5. Set the frequency (daily, weekly, monthly)
  6. Choose the delivery time
  7. Save
Scheduled reports are delivered as PDF attachments. They capture the dashboard state at the time of generation with the filters you configured.

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Report Types

Beyond the main dashboard, SalesOS offers specialized reports:

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Next Steps

Exporting Data

Export report data in various formats

Pipeline

Return to pipeline management