Track your sales performance

The Reports page gives you a complete view of your team's sales health in one place. You'll spot revenue trends, identify top performers, and catch deals that need attention — all the data you need to coach your team and hit your targets.

1

Open Reports in the sidebar.

2

The revenue chart splits closed deals by month — click a bar for the deals behind it.

This breakdown helps you spot seasonal patterns and understand which months drive your revenue.

3

Below, per-rep numbers show pipeline coverage and win rate for coaching.

Pipeline coverage shows how much opportunity each rep has in their pipeline relative to their quota, while win rate reveals their conversion strength — both are key signals for coaching.

What's next

Use these insights to schedule one-on-ones with reps who need support closing deals or building pipeline. The Reports page updates in real time, so check back regularly to track progress toward your goals.