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CRM reports help you understand sales and customer activity.

Use CRM reports for pipeline review, lead generation review, customer account health, and support workload. They are most useful when the underlying CRM data is kept current by the team.

Run CRM reports after the team has updated stages, owners, statuses, and dates. Reports cannot fix stale CRM records; they only make stale data visible.

Open CRM Reports

Open Reports.
Choose CRM.
Select the report you want to review.

The CRM category page shows report buttons at the top. Use those buttons to switch between CRM reports without returning to the main catalog.

Available CRM Reports

Contact growth.
Deals pipeline.
Account summary.
Ticket summary.

Use contact growth to review acquisition and import activity. Use deals pipeline to review open revenue and stage distribution. Use account summary for customer coverage. Use ticket summary for support load, status, and service follow-up.

Choose one question before opening reports. "Are leads growing?" needs a different report than "Which deals need follow-up?" or "Which accounts need attention?"

Use CRM Reports For

Pipeline health
Deal value and stage movement
Lead and contact activity
Ticket volume and status
Sales follow-up review

Read the Data

Use summary cards for quick totals, chart view for trend or distribution patterns, and table view for exact rows. Pipeline and ticket reports are grouped by fixed dimensions such as stage or status, so they may not show the group-by filter.

Filter CRM Reports

Use date filters to narrow contact growth, deal activity, ticket movement, or account trends to the period you are reviewing. Reset filters before comparing the current report to another report if you need the default view.

Review Workflow

Start with the report that matches the question.
Set the date range.
Compare summary cards and chart distribution.
Open table view to inspect the exact records.
Follow links back to CRM records when a number needs explanation.

Use table view before exporting or presenting. It shows the records behind the summary and makes stale owners, old stages, duplicates, or test records easier to catch.

CRM Data Cleanup Before Review

Before a sales or support meeting, clean obvious data issues: deals without owners, stale close dates, contacts from test imports, tickets in old statuses, and accounts missing key fields. Reports are more useful after source records are current.

Assign cleanup owners when the report surfaces bad data. Otherwise the same records will appear in the next review.

Troubleshooting

If pipeline totals look wrong, check deal value, currency, stage, close date, and pipeline assignment.

If contact growth looks inflated, check imports, duplicates, and test contacts.

If ticket counts look stale, review status changes and assignee filters.

If a number affects a decision, open the table rows behind it before sharing the report in a meeting.

If two teams disagree on a CRM number, compare report filters, date range, currency, workspace, and whether test or imported records are included.

Meeting Prep Checklist

Before a CRM review:

update deal stages and owners
close stale won or lost deals
remove test contacts from the review period
update old ticket statuses
confirm report filters and date range
open table rows for unusual numbers

CRM Reports