CRM — Reports

The answers, without the export.

Custom dashboards, live pipeline analytics, and revenue trends — assembled once, always current, shareable across the team. No CSV. No rebuild.

Custom dashboards Always live Scheduled delivery
hr.demo.horilla.com / crm / reports
Reports dashboard
Custom
Dashboards
Live
Always current
Shareable
Team-wide
Zero
CSV exports
Everything in one module

Run sales on real numbers

Every chart updates live so the number you see is the number you act on — assembled once, never manually refreshed.

Custom dashboards

Drag-and-drop chart builder, live auto-refreshing data, and role-based shared dashboards assembled once.

Pipeline analytics

Conversion rates, velocity by stage, and bottleneck detection so you know exactly where deals slow down.

Revenue analytics

Win-rate and deal-size trends over any period, with period-over-period comparisons always at hand.

Activity reports

Calls, emails, and meetings per rep mapped to outcomes — so coaching conversations have data behind them.

Flexible filters

Slice by rep, team, period, stage, or deal size — save the filters you use most as a personal view.

Scheduled delivery

Set dashboards to email the right people automatically — daily, weekly, or monthly, no manual send.

Build

Dashboards for the questions you ask

Drop the charts you need onto a canvas, connect them to live pipeline data, and share the board with anyone on the team — one setup, always current.

  • Drag-and-drop chart builder
  • Live auto-refreshing data
  • Role-based shared dashboards
crm / reports / dashboards
Dashboard builder
Analyse

Find what moves the number

Track conversion and velocity by pipeline stage, study win-rate and deal-size trends over time, and link activity counts to the outcomes they produce.

  • Conversion & velocity by stage
  • Win-rate & deal-size trends
  • Activity-to-outcome analysis
crm / reports / analytics
Revenue analytics
Share

The right numbers, in the right inboxes

Schedule dashboards to arrive by email on a cadence that fits your team, share live links so stakeholders always see current data, and export only when you genuinely need a file.

  • Scheduled email delivery
  • Shareable live links
  • Export when you really need it
crm / reports / share
Scheduled delivery
Get started

Run sales on
real numbers.

Try Horilla CRM free for 30 days , no setup call required.

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