Dashboards and Reports
SalesOS provides visual dashboards and detailed reports that help managers and administrators track performance, identify trends, and make data-driven decisions.Dashboard Overview
Go to Reports > Dashboards to access the reporting center. The default dashboard displays key performance indicators for the selected time period.KPI Cards
The top row shows summary metrics:| KPI | Description |
|---|---|
| Total Revenue | Sum of all Closed Won deal values |
| Pipeline Value | Sum of all open deal values |
| Deals Won | Number of deals closed as won |
| Deals Lost | Number of deals closed as lost |
| Conversion Rate | Won deals / (Won + Lost deals) |
| Average Deal Size | Mean value of won deals |
| Sales Cycle | Average days from deal creation to close |
| New Leads | Number of leads created in the period |
Charts
Revenue Over Time
Revenue Over Time
A line chart showing closed revenue by week or month. Compare against targets and previous periods.
Pipeline Funnel
Pipeline Funnel
A funnel chart showing the number of deals and their combined value at each pipeline stage. Identifies where deals get stuck or fall off.
Win/Loss Analysis
Win/Loss Analysis
A bar chart comparing won vs lost deals. Includes loss reason breakdown when deals are marked with loss reasons.
Lead Source Performance
Lead Source Performance
Shows which lead sources generate the most deals and revenue. Helps optimize marketing spend.
Team Performance Comparison
Team Performance Comparison
Side-by-side comparison of teams by revenue, deal count, conversion rate, and average deal size.
Individual Rep Performance
Individual Rep Performance
Detailed metrics for each sales rep: deals, revenue, activities, and ranking position.
Forecast vs Actual
Forecast vs Actual
Compares weighted pipeline forecast against actual closed revenue. Shows forecast accuracy over time.
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
Custom Dashboards
On Professional and Enterprise plans, you can create custom dashboards:Add widgets
Drag widgets from the widget library onto the dashboard canvas. Available widgets include KPI cards, charts, tables, and activity feeds.
Scheduled Reports
Set up automated email reports that are delivered on a schedule:- Go to Reports > Scheduled
- Click + Create Schedule
- Select the dashboard or report to send
- Choose recipients (individual users or teams)
- Set the frequency (daily, weekly, monthly)
- Choose the delivery time
- Save
Scheduled reports are delivered as PDF attachments. They capture the dashboard state at the time of generation with the filters you configured.
Report Types
Beyond the main dashboard, SalesOS offers specialized reports:| Report | Description | Access |
|---|---|---|
| Pipeline Report | Detailed view of all deals by stage, value, and age | Manager, Admin |
| Activity Report | Logs of all sales activities (calls, emails, notes) | Manager, Admin |
| Lead Report | Lead conversion funnel and source analysis | Manager, Admin |
| Forecast Report | Revenue projections based on weighted pipeline | Manager, Admin |
| Gamification Report | Points, rankings, badges earned, challenge results | Manager, Admin |
| Personal Stats | Individual performance summary | All users (own data) |