Smart Reports
Create polished sales reports in minutes, not hours. Describe the metrics and timeframe you need, and Nutshell will pull the data and generate charts — ready to share with your team or your leadership.
Powered by Nutshell’s 12 foundation reports with charts, summaries and table data.
How to access Smart Reports
To leverage Smart Reports, click on Reports, which will automatically open the Reports Overview. Type your prompt into the prompt section, and Nutshell will apply the right logic to the right reports to surface the data you're interested in.
Smart Reports currently supports creating charts and tables from the following reports:
Sales report
New leads report
Losses report
Forecast report
Funnel report
Custom report
Activity report
Email report
Tasks report
Some reports aren’t supported yet, and not every question can be answered today. When a prompt isn’t possible with Nutshell’s reporting capabilities, we’ll do our best to clearly explain what we were able to generate.
Example prompts
Some prompts are already provided for you on the Reports Overview page. Here are a few example prompts to get you started:
Show me sales from the last 90 days from my team
Where did our ICP leads come from this year?
What is my best sales week this quarter?
Export-ready
Download your report as an image or CSV file — ready for a slide deck or for your Excel project.