> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards and Reports

> Track KPIs, monitor team performance, and visualize sales data with SalesOS dashboards.

# 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

<AccordionGroup>
  <Accordion title="Revenue Over Time">
    A line chart showing closed revenue by week or month. Compare against targets and previous periods.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Win/Loss Analysis">
    A bar chart comparing won vs lost deals. Includes loss reason breakdown when deals are marked with loss reasons.
  </Accordion>

  <Accordion title="Lead Source Performance">
    Shows which lead sources generate the most deals and revenue. Helps optimize marketing spend.
  </Accordion>

  <Accordion title="Team Performance Comparison">
    Side-by-side comparison of teams by revenue, deal count, conversion rate, and average deal size.
  </Accordion>

  <Accordion title="Individual Rep Performance">
    Detailed metrics for each sales rep: deals, revenue, activities, and ranking position.
  </Accordion>

  <Accordion title="Forecast vs Actual">
    Compares weighted pipeline forecast against actual closed revenue. Shows forecast accuracy over time.
  </Accordion>
</AccordionGroup>

## 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

<Tip>
  Save frequently used filter combinations as named views. Click **Save View** after applying your filters to create a reusable preset.
</Tip>

## Custom Dashboards

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

<Steps>
  <Step title="Go to Reports > Dashboards">
    Open the reporting section.
  </Step>

  <Step title="Click Create Dashboard">
    Click **+ New Dashboard** and give it a name.
  </Step>

  <Step title="Add widgets">
    Drag widgets from the widget library onto the dashboard canvas. Available widgets include KPI cards, charts, tables, and activity feeds.
  </Step>

  <Step title="Configure each widget">
    Click a widget to configure its data source, filters, and display options.
  </Step>

  <Step title="Arrange the layout">
    Drag and resize widgets to create your preferred layout.
  </Step>

  <Step title="Save and share">
    Save the dashboard. Optionally share it with specific users or teams.
  </Step>
</Steps>

## 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

<Note>
  Scheduled reports are delivered as PDF attachments. They capture the dashboard state at the time of generation with the filters you configured.
</Note>

## 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) |

## Next Steps

<CardGroup cols={2}>
  <Card title="Exporting Data" icon="download" href="/admin/reports/export">
    Export report data in various formats
  </Card>

  <Card title="Pipeline" icon="columns-3" href="/user-guide/sales/pipeline">
    Return to pipeline management
  </Card>
</CardGroup>