Track, forecast, and report on your sales performance and revenue
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: Spot trends with lead chartsDiscover how to evaluate insights and pinpoint trends using lead charts in Nutshell to enhance your team's sales strategy.
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
Learn how to create, analyze, and share sales reports
Sales reporting: How to measure sales quotasLearn how to assign and track sales quotas for your teams to monitor progress toward your goals.
Sales reporting: Report on your salesLearn how to generate, read, and customize your sales reports to effectively track and evaluate sales team performance.
Sales reporting: How to use the Sales ReportDiscover how to utilize Nutshell’s sales report to track and analyze your sales performance and gain insights to improve processes.
Losses
Generate and share reports to evaluate and understand sales losses
Sales reporting: Report on lost leadsDiscover why you lose leads with Nutshell's Losses report: analyze reasons, segment data, and adjust strategies for better results.
New Leads
Report on how many new leads you have in your pipeline
Sales reporting: Report on new leadsMonitor and customize your lead volume with Nutshell's new leads report. Analyze prospecting performance and marketing success efficiently.
Forecast
Determine potential sales performance and revenue over a specific period
Sales reporting: Report on your sales forecastDiscover how to analyze and forecast sales with customizable reports to ensure your team meets their quotas.
Custom
Generate custom reports according to your business's needs
Sales reporting: Create a custom reportLearn how to create, save, and share custom reports in Nutshell Pro for insightful lead analysis and team collaboration.
Snapshots
Use Snapshots reports to monitor business trends over time
Sales reporting: Spot trends with Snapshot reportsLearn how to track business trends, including pipeline size and win rates, over time using Nutshell's Snapshots report.
Activity
Create and share activity reports to track and assess sales team performance
Monitor team productivity and efficiency by tracking activitiesLogged activities can provide a measurement of team productivity. Learn how to stay on top of your team's efforts.
Sales reporting: Track your team's activitiesTrack team performance with Nutshell's activity report, available to Growth plan users. Customize filters, use the comparison mode, and more
Sales reporting: How to use activity reportsDiscover how to use the sales activity report to track, analyze, manage, and optimize your team's performance effectively.
Email
See who opened your emails and clicked on your email CTAs with email reports
Email: How to track emails sent from NutshellLearn how to track and analyze email engagement in Nutshell. Boost your outreach with detailed insights on opens and clicks.
Funnel
Monitor lead progression and conversion rates within your pipeline using the funnel report
Sales reporting: Report on your sales funnelAnalyze conversion rates in your sales funnel with Nutshell's funnel report to optimize lead progression and sales success.
Sales reporting: How to use the funnel reportLearn how to create and analyze the funnel report in Nutshell, available to users on Nutshell's Pro plan and above