Reports & Dashboards
Live dashboards your CRO actually opens.
Pre-built deal performance, sales funnel, activity heatmap, and revenue forecast reports — plus a natural-language Ask layer where you type the question and Pulse builds the chart. No analyst required.
Pre-built reports out of the box
Deal performance by owner, sales funnel by stage, activity heatmap, weighted revenue forecast — every report a sales leader needs from day one.
Ask in plain English
Type 'show me deal velocity by owner last quarter' — Pulse converts it to a query and renders a chart. Powered by Claude.
Quota + forecast attainment
Track team quota progress, weighted forecast vs commit, and pipeline coverage on one screen.
Anatomy
Every region, explained.
Deal performance report
Per-owner won / lost / value / win-rate over any date window. Drill into individual deals.
Sales funnel report
Per-stage open / won / lost counts, values, and stage-to-stage conversion rates.
Activity report
Per-rep activity heatmap by type, day, and hour. Identifies your top outbound performers.
Revenue forecast
Weighted pipeline + commit / best case categories, broken out by close month and owner.
Insights › Ask
Natural-language analytics interface. Ask anything; get a chart, a number, or a table.
Dashboard builder
Compose dashboards from any report or KPI tile. Share with the team or keep private.
Deep dive
Everything that's in the box.
Deal performance by owner
Won, lost, total value, win rate per owner over any time window. Drill into individual deals from any row.
Sales funnel with conversion
Per-stage open / won / lost counts, total value, and stage-to-stage conversion rates. Identify the leaky stage.
Activity heatmap
Visualize per-rep activity by type, day, and hour. Spot top performers and ramp gaps.
Revenue forecast tiles
Weighted pipeline, commit, best case, and total open value by month. Forecast category badges.
Pipeline health dashboard
Stage distribution + stale deal count + average time-in-stage — leadership snapshot.
Ask: natural language analytics
Type a question; Pulse interprets, queries, and renders. Particularly useful for 'show me X' explorations without building a saved report.
Lead source ROI
Per-source leads, revenue, cost, average score over 30 days. Rolled up by Leads::SourcesRollupJob.
Tag analytics
See which tags are most used and which are dead weight. Merge duplicates from the same screen.
In the wild
How teams use it.
"Our weekly forecast review used to take three people 90 minutes. Pulse dashboards killed that meeting."
Maya J.
Logistics, 40 reps
"The activity heatmap showed our top rep does 3× more calls before noon. We changed our shift schedule."
Carlos R.
B2B services, 18 reps
"Insights › Ask answers questions our analyst used to take a day to build."
Priya K.
SaaS RevOps
Pulse vs. The Old Way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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