Reports and forecasts
The Reports and Forecasts views in your CRM turn all the activity behind the scenes — your leads, deals, and outreach — into a few numbers you can read in seconds.
Where these live
Section titled “Where these live”Both views sit under CRM in the left menu.
| View | What it answers | Where |
|---|---|---|
| Reports | “How healthy is my pipeline? How’s my outreach doing?” | CRM > Reports |
| Forecasts | “How much revenue can I expect this quarter?” | CRM > Forecasts |
Reading the ready-made reports
Section titled “Reading the ready-made reports”Each ready-made report is a card. Press Run on a card and its results appear right below it as a simple table. Press Run again any time to refresh.
How a report reads
Section titled “How a report reads”Most ready-made reports show a small table. Take Pipeline by stage as the model:
- Stage — the step a deal is at (for example, new, proposal, won).
- Deals — how many deals sit at that stage.
- Value — the total euro value of those deals.
If a report comes back empty, you’ll see a short “No rows” note — that simply means there’s no matching activity yet, not that anything is broken.
Saving your own report
Section titled “Saving your own report”Below the ready-made cards is Saved reports. Press New report to build one: give it a name, pick which records it looks at (deals, contacts, leads, activities, or quotes), and choose the columns and totals you want. Saved reports show up as their own cards with a Run button, and you can delete one with the trash icon.
Reading your forecast
Section titled “Reading your forecast”Open CRM > Forecasts to see projected revenue for a period. The view asks for two things up top:
- Period — the quarter you’re forecasting (for example,
2026-Q2). It opens on the current quarter. - User — which teammate’s forecast you want to see.
Once both are filled in, four cards show the projection in euros:
| Card | What it means |
|---|---|
| Pipeline | Everything in play — the full value of open deals for the period. |
| Best case | What could close if things go well. |
| Commit | What you’re confident will close. |
| Closed | What has already closed and counts as won. |
Read them left to right as a funnel: a big Pipeline narrows down to a realistic Commit, and Closed is what’s in the bag.
Where the numbers come from
Section titled “Where the numbers come from”These views don’t invent anything — they read what’s already happened:
- Every email, message, or post your teammates send (once you approve it) is recorded.
- Every reply that comes back is recorded too.
- Your deals and their stages update as work moves along.
The Reports and Forecasts views simply add those up. So the more your team works — and the more you approve sends — the fuller these numbers get. For more on how outreach happens, see Sequences and outreach.
What if it isn’t working?
Section titled “What if it isn’t working?”- A report card is blank? Press Run — ready-made reports only load when you ask them to.
- The forecast shows a prompt, not cards? Make sure both Period and User are filled in.
- Numbers look stale? You may be seeing a cached result — wait a minute and Run again.
- A report says “No rows” or “No forecast data”? There’s no matching activity for that view yet. Try a wider period, or check that your teammates have been doing outreach.
- Totals lower than expected? Sends that are still waiting for your approval don’t count yet — clear your Approvals and re-run.
Still stuck? See Getting help.
Do these reports send anything or change my data?
No. Reports and Forecasts only read and display. They never send a message or edit a record. Ask before sending stays on — you give the final OK on anything that leaves your account.
Why does a report show '(cached)'?
Results are kept for a short time so the view stays fast. The (cached) note just means you’re seeing the recent result. Press Run again in a minute for fresh numbers.
What's the difference between Best case and Commit on a forecast?
Best case is what could close if things go your way; Commit is what you’re confident will close. Commit is the more cautious number of the two.
My forecast is empty — what am I missing?
The Forecasts view needs both a Period (like 2026-Q2) and a teammate selected. If both are set and it still shows nothing, there’s no deal activity for that period yet.
Can I make my own report?
Yes. Under Saved reports, press New report, name it, pick what it looks at, and choose your columns and totals. It then sits alongside the ready-made ones with its own Run button.