Reports
Read sales, lead, account, activity and user reports in Salefy, pick a date range, export to CSV or PDF, and get saved reports by email.
Open Reports in the sidebar. It has a dashboard and five detailed reports: Sales, Leads, Accounts, Activity and Users.
Pick a date range
Every report page has a date range at the top. Choose Last 7 days, Last 30 days, Last 90 days, Year to date or All time. For other dates, click Custom and pick From and To. Without a choice, reports cover the last 30 days.
The range is kept in the page address, so you can bookmark or share a report with its dates. Money values use the display currency picked in the header.
Reports dashboard
The dashboard shows key figures for the selected period: Total Revenue, Pipeline Value, New Leads, Conversion Rate, New Contacts, Active Users, Open Tasks, New Accounts and Contracts Expiring.
Each card shows the change against the previous period of the same length, as a percentage with an up or down arrow. Click a card to open the detailed report behind it.
With the user role, reports and exports count only records you own: assigned to you or created by you (for companies, also those you watch). Managers, admins and owners see data for the whole company. Active Users always counts everyone.
Detailed reports
| Report | What it shows |
|---|---|
| Sales | Total Revenue, Pipeline Value, Average Deal Size, Win Rate, Avg. Sales Cycle, Opportunities by Sales Stage, Opportunities by Month |
| Leads | Conversion Rate, New Leads by Month, Lead Sources, New Contacts by Month, Contacts by Account |
| Accounts | New Accounts by Month, Accounts by Industry, Top Accounts by Revenue, Accounts by Size |
| Activity | Overdue Tasks, Tasks Created vs Completed, Tasks by Assignee, Activities by Type |
| Users | Total Active Users, Active Users by Year, User Growth, Users by Role |
With the user role you cannot open or export the Users report.
Export a report
On any detailed report, click Export CSV or Export PDF. The file covers the date range you selected.
Save a report
To keep a date range you use often:
- Set the range on a detailed report.
- Click Save.
- Enter a Report Name. Turn on Share with team if colleagues should see it too.
- Click Save.
To load it later, open the Saved reports... list on the same report. Shared reports are marked "shared".
Get a report by email
You can have a saved report emailed on a schedule.
Save the report first (see above).
Click Schedule and pick the Saved Report.
Choose a Frequency: Daily (9am), Weekly (Monday), Weekly (Friday) or Monthly (1st).
Enter Recipients as a comma-separated list of email addresses.
Pick a Format: CSV, PDF or Both (CSV + PDF). Click Create Schedule.
The first email goes out within about 15 minutes. After that, Salefy sends the report again once a day (daily), 7 days (weekly) or 28 days (monthly) have passed since the last send. The report arrives as an attachment with the subject "Report: " followed by the report name.
There is no screen yet to list, change or stop a schedule. Ask an admin if you need one removed.