Nutshell

Learn how to save, share, and download reports in Nutshell for easy collaboration. Analyze, manage, and distribute key metrics and insights.

Reporting: Save, share, and download reports

Learn how Nutshell's robust reporting features help you analyze sales and marketing data, forecast trends, boost team productivity, and more

Reporting: An overview of Nutshell reports

See your Scheduler views, bookings, and availability trends in one clear report

Scheduler report

Nutshell enables you to automatically send your saved lists and reports to any inbox on a recurring schedule, without logging in every time.

Scheduled exports: Set up and automate your list and report exports by email

The Nutshell Team

Will Gordon

Maximize Nutshell's reporting tools for deeper insights

Reports & Insights

Learn how to import past sales and report on them in Nutshell for a better overview and deeper insights into sales performance and KPIs.

Reporting: Import past sales into Nutshell

Discover how to evaluate insights and pinpoint trends using lead charts in Nutshell to enhance your team's sales strategy.

Sales reporting: Spot trends with lead charts

Learn how to track and calculate sales commissions using the Nutshell Sales report and Microsoft Excel for efficient management.

Sales reporting: How to calculate commission

The task report shows how your team is completing automated tasks. See what’s done on time, late, skipped, or not completed.

Sales reporting: Track team performance with the task report

Products report: quantities, line-item values and more

Learn how to split a lead's value into scheduled installments, track what gets collected, and report on planned revenue - all in Nutshell.

Revenue installments: Track payments over time in your CRM

Track, forecast, and report on your sales performance and revenue

Sales Reporting

Learn how to assign and track sales quotas for your teams to monitor progress toward your goals.

Sales reporting: How to measure sales quotas

Assign and track sales quotas for team members in Nutshell to effectively manage goals and monitor progress seamlessly.

Sales: Assign and track team quotas

Learn how to generate, read, and customize your sales reports to effectively track and evaluate sales team performance.

Sales reporting: Report on your sales

Discover how to utilize Nutshell’s sales report to track and analyze your sales performance and gain insights to improve processes.

Sales reporting: How to use the Sales Report

Learn how to create, analyze, and share sales reports

Sales

Discover why you lose leads with Nutshell's Losses report: analyze reasons, segment data, and adjust strategies for better results.

Sales reporting: Report on lost leads

Generate and share reports to evaluate and understand sales losses

Losses

Monitor and customize your lead volume with Nutshell's new leads report. Analyze prospecting performance and marketing success efficiently.

Sales reporting: Report on new leads

Report on how many new leads you have in your pipeline

New Leads

Discover how to analyze and forecast sales with customizable reports to ensure your team meets their quotas.

Sales reporting: Report on your sales forecast

Determine potential sales performance and revenue over a specific period

Forecast

Learn how to create, save, and share custom reports in Nutshell Pro for insightful lead analysis and team collaboration.

Sales reporting: Create a custom report

Generate custom reports according to your business's needs

Custom

Learn how to track business trends, including pipeline size and win rates, over time using Nutshell's Snapshots report.

Sales reporting: Spot trends with Snapshot reports

Use Snapshots reports to monitor business trends over time

Snapshots

Logged activities can provide a measurement of team productivity. Learn how to stay on top of your team's efforts.

Monitor team productivity and efficiency by tracking activities

Track team performance with Nutshell's activity report, available to Growth plan users. Customize filters, use the comparison mode, and more

Sales reporting: Track your team's activities

Discover how to use the sales activity report to track, analyze, manage, and optimize your team's performance effectively.

Sales reporting: How to use activity reports

Create and share activity reports to track and assess sales team performance

Activity

Learn how to track and analyze email engagement in Nutshell. Boost your outreach with detailed insights on opens and clicks.

Email: How to track emails sent from Nutshell

See who opened your emails and clicked on your email CTAs with email reports

Email

Analyze conversion rates in your sales funnel with Nutshell's funnel report to optimize lead progression and sales success.

Sales reporting: Report on your sales funnel

Learn how to create and analyze the funnel report in Nutshell, available to users on Nutshell's Pro plan and above

Sales reporting: How to use the funnel report

Monitor lead progression and conversion rates within your pipeline using the funnel report

Funnel

Discover how to track who opens and clicks the links in your marketing emails with Nutshell to enhance engagement and follow-up strategies.

Marketing reports: Track campaign engagement

Track, forecast, and report on your marketing performance

Marketing Reports

Optimize your AI chatbot based on how customers are engaging with your chat widget and the results of those interactions.

Engagement Report: Report on your chat widget

Discover what visitors ask your site's chatbot and how chats drive engagement

Chatbot report

Understand the impact of your Engagement tools

Engagement Reports

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