Reports show you, in one place, how contacts, sales, delivery, ideas, marketing and your Moonshot are moving. Pick an area and a period, filter if you need to, and pin anything you check often to your dashboard.
Before you start
- Reports are for owners, admins and managers. Anyone else sees "You don't have permission to view reports."
- Contacts needs access to contacts, and Sales needs access to deals.
- Moonshot & Missions appears only if the Moonshot has been shared with you.
- On the Launch plan, Reports has Overview only. The other areas, including Marketing, are part of Orbit and Landing.
Open a report
- Select Reports in the sidebar. It opens on Overview.
- Use the area picker to switch between Overview, Contacts, Projects, Sales, Moonshot & Missions, Ideas and Marketing.
- Use the date control to pick a period: Last 7 days (the default), Last 30 days, Last 90 days, Last 365 days, Month to date, Last month, This quarter, Last quarter, Year to date or Last year. Or pick any range on the calendar.
The area and period are saved in the page address, so you can share a report as a link.
Most figures have a small line along the bottom of their card, showing how the number moved over the period. The dashed line is the period before. Hover over either to see the numbers for each day, week or month.
What each area shows
- Overview: key figures from across the organisation, Activity over time and Activity by day. If you can see marketing, the figures and charts also count form responses, marketing emails sent and inbox replies.
- Contacts: New contacts, Total contacts, new contacts over time and by day, Contacts by lifecycle and New contacts by source.
- Projects: Tasks completed, Tasks created, Overdue tasks and Projects completed, with tasks over time, Projects by stage and Tasks completed by assignee.
- Sales: Won value, Deals won, Win rate, Average won deal, Open pipeline, Weighted pipeline, Deals lost and Deals created, with Open pipeline by stage, Won by owner, Why deals were lost and Conversion.
- Moonshot & Missions: The Moonshot now, Missions achieved, Missions gone live and Work finished in Missions, with the Moonshot's number over time, check-ins, the pulse and each quarter the period touches.
- Ideas: Ideas added, Ideas launched, Ideas completed, Ideas removed, Average time on the list, Average time to complete and Ideas waiting, with Ideas over time and What ideas became, which shows the tasks, projects and Missions they turned into.
- Marketing: email marketing first, if you can see marketing. Then Form responses, Time to first reply, Unanswered responses and Live forms, with Form responses over time, Responses by form and Form responses by day. Responses by form covers the forms you can see.
Email marketing
The top of Marketing shows how your marketing email did in the period:
- Marketing emails sent, and the share Delivered, with the Open rate, Click rate, Bounce rate, Spam reports, Unsubscribe rate and Addresses blocked. Each counts the emails sent in the period, newsletters and sequences alike, however long after they were opened or clicked.
- People you can email at the end of the period, and how that changed since it began.
- New subscribers and Unsubscribes in the period, with a chart of both over time.
- Marketing emails over time, with how many were opened and clicked.
- Newsletters: each newsletter that finished sending in the period, with its list, recipients, deliveries, opens, clicks, bounces, unsubscribes and spam reports. Sort it by any of them, or search by name. Select a newsletter's name to open its results.
- Sequences: each sequence, on or off, with how many people entered it in the period, how many are part-way through and how many have completed it, and its emails sent, opened, clicked and unsubscribed from in the period. Sort it by any of them, or search by name. Select a sequence's name to open it.
Opens and clicks are only recorded while tracking is on for your sending domain. If it's off, the report says so, with a way to your email settings.
How quickly you reply
Two Marketing figures show how well responses are being looked after:
- Time to first reply is the average time from a response arriving to the first reply someone on your team wrote. Replies sent from your own email app count, as long as they are part of the same conversation. It covers the responses that arrived in the period and have been answered. It shows a dash until one has.
- Unanswered responses is how many of the period's responses have no reply yet.
Both go by when the response arrived. If you reply today to a response from last month, last month's figures change.
Filter a report
Contacts, Projects and Sales have their own filters:
- Contacts: Lifecycle, Source and tags.
- Projects: Assignee and Task tags.
- Sales: Stage, Owner (including Unassigned) and tags.
A filtered report counts up to the first 2,000 matching records. If it hits that limit, you'll see a note. Narrow the filters to get a complete count.
Pin a figure to your dashboard
- Hover over a figure or chart and select Pin to dashboard.
- On your dashboard, drag cards to rearrange them.
You can pin up to 8 cards. Pinned cards cover the last 7 days, except heatmaps, which cover the last 12 whole months. Each card says what it covers, such as "Last 7 days" or "Right now".
How figures are worked out
- Compared with: most figures show the change vs previous period, which is the same number of days immediately before. Last month, Last quarter and Last year compare with the whole period before. Month to date, This quarter and Year to date compare with the same days of the previous period. Total contacts compares with the start of the period.
- Right now: Open pipeline, Weighted pipeline, Overdue tasks and The Moonshot now show how things stand today, so they have no comparison.
- Won and lost: deals count in the period they closed, by their stage's outcome. Win rate is deals won out of deals won or lost, so deals on hold don't count.
- Weighted pipeline: each open deal's value multiplied by its stage's win probability.
- Completed: tasks count when they close into a completed stage, so cancelled work doesn't count.
- Overdue tasks: open tasks due before the period's last day.
- Proposals: counted across the whole organisation in your currency. Deal filters don't apply to them.
- Current values: lifecycle, source, stage and owner are each record's current value, not its history.
- Private work: private projects count only for owners and admins. Personal work never counts.
Good to know
- Charts show a point per day for periods up to 31 days, per week up to 120 days, and per month beyond that.
- Heatmaps (Activity by day and the other "by day" charts) show 12 whole months ending with the period's last month. Days after today appear as empty cells.
- A period can be up to 400 days long.
- Once a Moonshot lands or is aborted, Moonshot & Missions keeps showing it until a new one is set.
- The pulse shows averages only, never anyone's own scores.