See how your sales work is going

Reports turn the information in your CRM into a simple view of progress.

There are no separate report forms to complete. The results come from the clients, deals, and activities you already manage.

Check your open pipeline

See the combined potential value of open deals and the number of opportunities still in progress.

This helps you understand how much work is available, but it should not be treated as guaranteed income. Open deals can still change or be lost.

See won income

Won income shows the value of deals marked as finished successfully.

It gives you a clearer view of completed sales than looking only at the potential value of the pipeline.

Understand your win rate

The win rate compares won deals with all recorded deals.

It can help you notice whether your process is improving, but the result is only as accurate as the deal statuses you maintain.

Check activity follow-through

See the balance between completed and missed activities.

This is useful because sales problems are not always caused by a lack of opportunities. Sometimes the problem is that calls, meetings, and follow-ups are not completed.

Review the pipeline by stage

The pipeline report shows the number and value of deals in each stage.

You can use it to notice:

• Stages with too many waiting deals
• Large opportunities that have stopped moving
• A weak point in the sales process
• Differences between potential and won income

Why use built-in reports instead of a spreadsheet?

A spreadsheet can produce more advanced calculations, but it needs to be exported, cleaned, and updated.

Good Old CRM reports are useful for regular checks because:

• They use current CRM records
• They require no formulas
• Deal stages are already understood
• Activity results are included
• The same report is available whenever you return

For detailed financial analysis, accounting software or a spreadsheet may still be the right tool. These reports are meant to give you a quick operational view.

Why are the reports kept simple?

Many CRM systems include report builders with dozens of filters, chart types, and configuration options. Those tools are powerful, but they also take time to learn.

Good Old CRM focuses on the questions a small business is likely to check regularly.

Get started

Use the records you already have to understand what is moving and what is being missed.

View your reports