Dashboard & Reports

Visualize your sales performance with dashboards, widgets, and detailed reports.

The Dashboard and Reports in SalesOS give you a real-time view of your sales performance, team activity, and pipeline health. Whether you need a quick daily snapshot or a deep-dive analysis of quarterly trends, these tools help you stay informed and make data-driven decisions.

Dashboard Home

The Dashboard Home is the first screen you see when you log into SalesOS. It is designed to give you an at-a-glance summary of everything that matters to your day.

Header Metrics

At the top of the dashboard, you will see three key figures displayed prominently:

Leads -- Your total lead count
Open Deals -- The number of active opportunities in your pipeline
Pipeline -- The total dollar value of your open pipeline

Below these, a row of metric pills shows your Win Rate, Closed Won count for the current month, Quota Attainment (with a visual progress bar), and Conversion Rate. If you have connected integrations (such as email or calendar), an integration status indicator also appears here.

Dashboard Widgets

The main dashboard is organized in a multi-column grid layout with the following widgets:

Located in the left column, this card displays your profile information along with key personal metrics:

Estimated commission based on your closed-won revenue and commission rate
Total opportunities and pipeline value
Closed-won value, win rate, and quota attainment percentage
Average deal velocity (days to close)
Your top deals by value

Sales Activity Chart

This widget shows your activity volume over the last 7 days, broken down by type: calls, emails, and meetings. Each day is represented as a bar, with the current day highlighted. The total monthly activity count is displayed at the top.

Deal Velocity Metrics

Deal Velocity tracks how quickly your deals move through the pipeline. This card shows:

Average Days to Close -- The mean number of days from deal creation to close for your won deals
Win Rate -- Your overall percentage of deals won
Conversion Rate -- The percentage of deals that advance past early qualification stages

Meetings Calendar

A calendar view of your upcoming meetings, showing the next 20 scheduled events. Each meeting entry displays the meeting title, time, and attendees, making it easy to prepare for what is ahead.

Pipeline Summary

A compact summary of your pipeline health including:

Total open deals
Deals closed-won this month
Average deal size
Average deal velocity

Action Items

A list of your most recent tasks, with the ability to click into any task for full details. You can mark tasks as complete directly from this widget. A progress indicator shows how many tasks you have completed out of your total assigned tasks.

Revenue Forecast

This widget displays your AI-generated revenue forecast alongside your total pipeline value, giving you a forward-looking view of expected revenue based on current deal probabilities and pipeline data.

AI Features Card

A quick-access card that links to SalesOS AI capabilities including IRIS, AI Agents, and other intelligent features.

How Widgets Display Data and Date Ranges

Dashboard widgets pull data in real time from your CRM. Activity data defaults to the last 7 days for the daily chart and the last 30 days for the monthly total. Deal and pipeline metrics reflect all currently open deals. The meetings calendar shows upcoming events from today forward.

The dashboard automatically refreshes when you navigate to it, ensuring you always see the latest data.

Reports

The Reports page provides detailed analytics across six key dimensions of your sales performance. Navigate to Reports from the main navigation menu.

Report Tabs

Reports are organized into six tabs, each providing a different analytical lens:

Pipeline Report

The Pipeline report shows the current state of your sales pipeline:

Total Pipeline -- The aggregate dollar value of all open deals
Open Deals -- The count of active opportunities
Avg Deal Size -- The average dollar value per deal
Expected Revenue -- The probability-weighted revenue forecast

A bar chart breaks down your pipeline by stage, showing the dollar amount and percentage of total pipeline at each stage. This helps you identify where your deals are concentrated and whether your pipeline is top-heavy or well-distributed.

Win Rate Report

The Win Rate report analyzes your success in closing deals:

Overall Win Rate -- Your aggregate win percentage
Deals Won and Deals Lost -- Total counts for the selected period
Avg Cycle Time -- The average number of days from deal creation to close

Two visualizations are provided: a line chart showing win rate trends over time by period, and a bar chart comparing win rates across individual sales reps. This report supports group-by options (see below) to slice the data by different dimensions.

Activity Report

The Activity report measures team engagement and effort:

Total Activities -- The overall count of logged activities
Calls, Emails, Meetings -- Individual counts by activity type

Charts display activity breakdown by type (bar chart), activity by team member (bar chart), and activity trends over time (line chart). This report supports group-by options for flexible analysis.

Revenue Report

The Revenue report tracks closed revenue and compares it to forecasts:

Closed Won -- Total revenue closed in the period, with a growth rate indicator
Deals Closed -- The number of deals closed-won
Pipeline Value -- Current total pipeline
Forecast -- The projected revenue

A line chart overlays actual revenue against forecast by month, making it easy to see whether you are tracking ahead of or behind plan. A bar chart shows revenue contribution by sales rep.

Lead Conversion Report

The Lead Conversion report measures how effectively leads turn into qualified opportunities:

Conversion Rate -- The percentage of leads that convert
Avg Time to Convert -- How many days it takes on average for a lead to convert
Total Converted -- The absolute number of converted leads

Bar charts compare conversion rates by lead source and by rep, helping you understand which channels and team members are most effective at qualifying leads.

Forecast Report

The Forecast report provides a forward-looking view of revenue:

Committed -- Revenue that is highly likely to close
Best Case -- Optimistic revenue projection
Closed -- Revenue already closed-won
Quota Attainment -- Percentage of quota achieved

A multi-line chart shows Closed, Committed, and Best Case amounts by month. A detailed table breaks down quota, committed, best case, and closed amounts for each sales rep.

Date Range Selection

All reports (except Forecast) support a date range selector with the following options:

This Week / Last Week
This Month / Last Month
This Quarter / Last Quarter
This Year / Last Year

Click the calendar dropdown in the top-right corner of the Reports page to change the date range. The report data will automatically reload to reflect the new time frame.

Group-By Options

The Win Rate and Activity reports support a group-by dropdown that lets you slice data by:

Day, Week, Month, Quarter -- Time-based grouping
Owner -- Group by sales rep
Stage -- Group by deal stage
Source -- Group by lead or deal source

Select the desired grouping from the "Group" dropdown next to the date range selector.

Exporting Reports

Click the Export button in the top-right corner of the Reports page to download the current report data. The Refresh button next to it forces a fresh data pull from the server.

Win/Loss Analysis

The Win/Loss Analysis page (accessible from the Analytics section) provides a deeper look at your closed deals to help you understand why you win and why you lose.

Overview Mode

The default view shows key metrics for your closed deals within the selected date range:

Win Rate -- The percentage of closed deals that were won
Won Deals and Lost Deals -- Counts and total dollar values
Average Deal Size -- For won deals

You can filter by date range (month, quarter, or year) to focus on different time periods.

Analysis by Stage

See where deals dropped out of the pipeline. This view shows the distribution of lost deals by the stage they were in when they were lost, helping you identify weak points in your sales process.

Analysis by Rep

Compare win rates across your team members to identify top performers and coaching opportunities.

Competitors View

When competitor data is tracked on deals, this view shows win/loss rates against specific competitors, giving you insight into your competitive positioning.

Account Health

The Account Health page monitors the engagement level and risk status of your accounts. Each account is assigned a health score and status based on multiple factors.

Health Statuses

Accounts are categorized into four health levels:

Healthy -- Regular activity, open deals, and strong engagement signals
At Risk -- Activity has slowed or engagement is declining
Critical -- No recent activity, declining revenue, or multiple risk factors present
Unknown -- Insufficient data to determine health

Health Score Factors

The health score is calculated based on:

Recency of activity -- How recently someone on your team interacted with the account
Open deals -- Whether there are active opportunities
Contact coverage -- Whether you have contacts mapped at the account
Revenue -- Historical and current revenue from the account
Account type -- Whether the account is a customer, prospect, or other type

Filtering and Searching

Use the search bar to find specific accounts by name. Filter by health status (Healthy, At Risk, Critical, Unknown) to focus on the accounts that need the most attention. Click into any account to see its detailed risk factors and expansion opportunities.

Best Practices for Data-Driven Selling

Check your dashboard daily. Start each morning by reviewing your Action Items, upcoming meetings, and pipeline summary to prioritize your day.
Review reports weekly. Set aside time each week to look at your Activity report and Win Rate trends. Consistent activity correlates with better outcomes.
Use date range comparisons. Compare this quarter to last quarter to understand whether your performance is improving or declining.
Monitor deal velocity. If your average days to close is increasing, investigate whether deals are stalling at a particular stage.
Act on Account Health signals. Accounts flagged as At Risk or Critical should receive immediate attention. Schedule a touchpoint before the relationship deteriorates further.
Analyze your losses. The Win/Loss Analysis page is one of the most valuable tools for long-term improvement. Understanding why you lose deals is the first step to winning more of them.
Export and share. Use the export feature to pull data for team meetings, QBRs, and board presentations. Sharing data creates alignment and accountability.