📊 Reports & Sales Analytics
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Report
What It Shows
Sales Rep Leaderboard
Ranks executives by won revenue, closed deals, and sales velocity — identifies top performers and coaching opportunities
Monthly Closure Trends
Month-over-month closing efficiency and seasonal revenue cycles
Lead Reports
Total leads by status, source, owner; conversion rates
Deal Reports
Deals by stage, deal value by stage, won this month, average deal size
Activity Reports
Follow-ups completed, calls made, emails sent, meetings scheduled
Team Reports
Performance by team member, leads/deals per person, productivity
Repeating Customers
Repeat purchase frequency and customer lifetime value
