CRM Analytics
Pipeline value, win rate, funnel conversion and data quality — the health of your sales motion on one page.
Watch: CRM Analytics in 90 seconds
What it does
CRM Analytics reads everything the CRM knows and turns it into a health check: eight headline metrics (pipeline value, win rate, average deal size, won and lost revenue…), a contact funnel with stage-to-stage conversion, deal value by stage, sources, and a 90-day contact growth curve.
The analytics overview
Key sections
| Section | What it answers |
|---|---|
| Contact funnel | How leads become MQLs, SQLs and customers — with conversion % between stages. |
| Deal pipeline | Where the money sits, stage by stage. |
| Activity summary | Calls, emails, meetings and notes in the last 30 days, with week-over-week trend. |
| Data quality | Contacts missing emails or companies, overdue deals, deals without close dates — each with a completion bar. |
Funnel and sources
Actionable insights
The insights panel turns problems into work: a stale active contact, a batch of overdue deals, a data-quality gap — each card links straight to the list that needs attention.
Data quality report
Settings & permissions
Read-only — anyone with CRM read access (module:crm:r) can view it. Currency and date formats follow your organisation settings.
Related
- Deals and Contacts — where the numbers come from.
- Activities — the raw activity log behind the summary.