Nutshell Help Center

Reports & Insights

Maximize Nutshell's reporting tools for deeper insights

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

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.

SalesLearn how to create, analyze, and share sales reports_{4 articles}

LossesGenerate and share reports to evaluate and understand sales losses_{1 article}

New LeadsReport on how many new leads you have in your pipeline_{1 article}

ForecastDetermine potential sales performance and revenue over a specific period_{1 article}

CustomGenerate custom reports according to your business's needs_{1 article}

SnapshotsUse Snapshots reports to monitor business trends over time_{1 article}

ActivityCreate and share activity reports to track and assess sales team performance_{3 articles}

EmailSee who opened your emails and clicked on your email CTAs with email reports_{1 article}

FunnelMonitor lead progression and conversion rates within your pipeline using the funnel report_{2 articles}

Marketing Reports

Track, forecast, and report on your marketing performance

Marketing reports: Track campaign engagementDiscover how to track who opens and clicks the links in your marketing emails with Nutshell to enhance engagement and follow-up strategies.