Reports & Insights
Maximize Nutshell's reporting tools for deeper insights
By The and 3 others4 authors28 articles
- Reporting: Save, share, and download reportsLearn how to save, share, and download reports in Nutshell for easy collaboration. Analyze, manage, and distribute key metrics and insights.
- Reporting: An overview of Nutshell reportsLearn how Nutshell's robust reporting features help you analyze sales and marketing data, forecast trends, boost team productivity, and more
- Scheduler reportSee your Scheduler views, bookings, and availability trends in one clear report
- Scheduled exports: Set up and automate your list and report exports by emailNutshell enables you to automatically send your saved lists and reports to any inbox on a recurring schedule, without logging in every time.
Sales Reporting
Track, forecast, and report on your sales performance and revenue
- Reporting: Import past sales into NutshellLearn how to import past sales and report on them in Nutshell for a better overview and deeper insights into sales performance and KPIs.
- Sales reporting: Spot trends with lead chartsDiscover how to evaluate insights and pinpoint trends using lead charts in Nutshell to enhance your team's sales strategy.
- Sales reporting: How to calculate commissionLearn how to track and calculate sales commissions using the Nutshell Sales report and Microsoft Excel for efficient management.
- Sales reporting: Track team performance with the task reportThe task report shows how your team is completing automated tasks. See what’s done on time, late, skipped, or not completed.
- Products report: quantities, line-item values and more
- Revenue installments: Track payments over time in your CRMLearn how to split a lead's value into scheduled installments, track what gets collected, and report on planned revenue - all in Nutshell.
- SalesLearn how to create, analyze, and share sales reports4 articles
- LossesGenerate and share reports to evaluate and understand sales losses1 article
- New LeadsReport on how many new leads you have in your pipeline1 article
- ForecastDetermine potential sales performance and revenue over a specific period1 article
- CustomGenerate custom reports according to your business's needs1 article
- SnapshotsUse Snapshots reports to monitor business trends over time1 article
- ActivityCreate and share activity reports to track and assess sales team performance3 articles
- EmailSee who opened your emails and clicked on your email CTAs with email reports1 article
- FunnelMonitor lead progression and conversion rates within your pipeline using the funnel report2 articles
Marketing Reports
Track, forecast, and report on your marketing performance
Engagement Reports
Understand the impact of your Engagement tools