Enhanced sales visibility
Get instant clarity into pipeline and deal progress.
Close Reporting
Sales reporting that actually drives revenue
Tired of wasting time digging through data? Get clear visibility into your sales pipeline, team performance, and workflows—along with actionable insights to grow revenue.
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.
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.
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.
9 out of 10 new users start using Close to place calls, send emails + texts, or host a meeting within their first week.
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!
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.
Make smarter sales moves with Close
Try Close free for 14 days and uncover your pipeline weak spots. No credit card required.
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.
