Nutshell takes a fresh approach to reports. Instead of focusing on raw data exports, which need to be pivoted by a spreadsheet guru for useful data, Nutshell delivers clear, analytical reports out of the box.
Just click "Reports" on the left sidebar. The left sidebar will then collapse, and a new sidebar will appear with the different types of reports.
With reports in Nutshell, you can segment and filter your reports, drill down into any given period, and even save and share your reports with your team.
Download the charts to easily share them with your executives or with your team in a presentation or email.
There is also an option to download the report details into a spreadsheet for additional, custom analysis.
Use this report see your sales performance for a given period of time and see how you're tracking against your quota. You can segment this report by product, assignee, territory, source, or tag. You can also change the y-axis to display sales by the number of your won leads or the value of your won leads.
The Losses report is a great way to learn not just how many deals you've lost and when you're losing them, but gain insight into why you lost those opportunities. Segment by outcome, competitor, product, assignee, territory, source, or tag. Change the y-axis to display your lost deals by quantity or value. This report shows your leads that are canceled and lost.
Use the New Leads report to visualize how many new leads you have currently, or how many new leads you had at any given period of time. Monitor your lead volume to ensure you're keeping the pipeline filled. Segment by lead source to identify your best sources, or segment by product, assignee, territory, or tag.
The Forecast report helps you estimate your future sales. It shows the full value of leads in your pipeline but you can also adjust your pipeline calculations by confidence level. This is a forward-looking report that includes any lead with an expected close date in the date range you apply to the report. You can change the date range to include previous weeks, months, quarters, or years to see how your forecast has historically aligned with your actual sales.
A Custom report lets you create any report based on your leads. Add filters for any data points in your Nutshell account and segment your report on outcome, product, assignee, territory, source, tag, competitor, or stage.
Snapshots are useful for keeping an eye on trends. Nutshell records a "snapshot" of your business each day so you can see how your business is evolving over time in the snapshot reports. Your snapshots show your Pipeline size, Win rate, Sales cycle, Activity effort, and Leads on time. Filter your snapshots by date, assignee, source, territory, funnel, or product.
Your Activity report allows you to check on your team's productivity. The report is made up of three sections. Filter this report by activity type, users, and teams. Summary shows you the count of all logged activities by user and by type, in comparison to each teammate's quota. Detail is a charted breakdown of the quantity and duration of each activity per day. Activities is a timeline-style list of every activity logged in your account with the notes and participants included.
The Funnel report is where you can review your pipeline performance and conversion rates. Filter by funnel, date range, assignee, tags, sources, competitors, and products. Toggle between quantity and value of your leads in the sales funnel. You can quickly identify which stages in your sales process your team is closing the most leads. Use this report to analyze and enhance your sales process.
Save, share, and download reports
Along the upper right corner of your reports, you'll see a series of buttons.
Click the icon furthest to the right that looks like three circles in a vertical row. Use this button to download the report Details, an image of the report chart, or the Lead List.
Use the Share button to make your saved report visible to other team members in your account.