Reports and PDF downloads

Reports turns your pipeline into a sales report you can read on screen or download as a PDF. It's built for month-end, board meetings and any time someone asks how sales are going.

Choosing a time range

Along the top you can pick All Time, a quarter from Q1 to Q4, the last 30 days or the last 90 days. The range applies to won deals, so the won figures only include deals closed in that period.

Choosing what goes in

The section buttons let you include or leave out KPIs, MRR and target, won deals, the quarterly comparison, the pipeline and loss reasons. Whatever you switch off disappears from the screen and from the PDF, so you can share exactly what's needed.

What the report shows

The KPIs cover won value over 12 months, monthly recurring revenue, win rate, active pipeline, total deals and lost deals. MRR and target shows how close you are to your monthly target. Pipeline by stage shows how many deals sit in each stage and what they're worth. If any terms are unfamiliar, the Pipento glossary explains them.

Customising the report

On the Team plan, you can give the report your own title and add an intro note that appears under the header, such as "Q2 performance summary for the board". Click Save to keep them. Your company name and logo, set in Settings under Branding, also appear on the PDF.

Downloading the PDF

When it looks right, click Download PDF at the top right. The PDF includes the sections you've chosen for the time range you've picked, ready to send or print.

For a quick look at your numbers without making a report, the Dashboard shows the same figures along with revenue by month and a comparison with last year.