Documentation / Lead & Pipeline Management (CRM) Executive CRM Reporting & Analytics Updated 2026-08-31 Copy link Print In this section Analyse win/loss and pipeline performance in CRM Reporting CRM › Reporting › Pipeline opens Pipeline Analysis — graph, pivot and list… Leads reporting: where enquiries come from, losses included CRM › Reporting › Leads opens a screen titled Leads Analysis. It counts… Activities reporting: what the team finished, not what it still owes CRM › Reporting › Activities counts the follow-up work done on leads and… Forecast by expected closing month, weighted by probability CRM › Reporting › Forecast lays your opportunities out by the month they are… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo