The CRM Reports menu opens pipeline, performance, forecasting, email log, contact, and missing-contact reports.
What this screen is for
Use CRM Reports to review CRM performance and data quality. Most reports are read-only analysis tools. Some report rows can open related customer or prospect detail records for review or cleanup.
Screen path
Dashboard > CRM > Reports
Report options
| Report | Use it for |
|---|---|
Sales Pipeline Overview |
Review opportunities by stage, value, conversion metrics, and sales rep performance. |
Sales Performance by User |
Compare opportunity value, closed counts, activity counts, conversion rate, and average deal size by user. |
Sales Forecasting |
Review conservative forecast metrics based on active opportunity stage and expected close dates. |
Email Logs |
Review sent and failed email logs with recipient, sender, template, subject, and context. |
Customer Contact Report |
Review customers and prospects contacted by a selected user and whether customers ordered after first activity. |
Prospects Missing Contact Info |
Find prospects without main contact email/phone and without additional contacts that include email or phone. |
What happens behind the scenes
Opening the CRM Reports menu does not change records.
Pipeline and forecasting reports read opportunity data. Sales performance also reads CRM activity counts.
Email Logs reads email log data from the email settings endpoints and can open email detail history.
Customer Contact Report and Prospects Missing Contact Info can open related customer or prospect detail screens from report rows. Opening a detail record does not change data unless a user saves changes inside that detail screen.
Troubleshooting
Report totals do not match another screen
Likely cause: Reports use their own filters, date logic, statuses, or default assigned-user selection.
Safe fix: Check the report filters and compare the exact date range, user, stage, and status.
Contact support if: Filters match but totals still appear incorrect.
A report row opens a detail screen
Likely cause: Some reports include clickable company names for cleanup or review.
Safe fix: This is expected. Review the detail screen carefully before saving any edits.
Contact support if: The detail screen opens the wrong customer or prospect.
A report export or copy action does not work
Likely cause: Browser popup, download, or clipboard permission may be blocked.
Safe fix: Allow the browser action for PAX and try again.
Contact support if: The report works on screen but export or copy remains unavailable.