Understanding Reports
Reports
•Apr 10, 2026The Reports section gives you analytics and performance data about your sales, activities, team, and projects. Reports help you make data-driven decisions and understand trends over time.
Navigate to: Reports
Available Report Types
SalesKey provides several categories of reports:
Sales Reports
- Pipeline Report — Current value and count of deals by stage and pipeline
- Revenue Report — Won deals and revenue over time
- Conversion Rate — How effectively leads convert to deals, and deals close
- Deal Duration — How long deals spend in each stage
Activity Reports
- Activities by Type — Breakdown of calls, meetings, emails, tasks logged
- Activities by Team Member — Who is logging the most (and least) activity
- Activity Completion Rate — Planned vs. completed activities
Lead Reports
- Lead Source Analysis — Which channels generate the most leads
- Lead Conversion — How many leads convert to deals and at what rate
- Lead Status Breakdown — Distribution of leads across statuses
Team Performance Reports
- Individual Performance — KPIs per sales team member
- Team Comparison — Compare metrics across team members
- Quota Attainment — Performance vs. targets
Project Reports
- Project Status — Overview of project phases and completion
- Time & Billing — Billable hours and amounts per project or client
Using Filters
All reports support filtering to narrow the data:
| Filter | Description |
|---|---|
| Date Range | Select a specific period (this month, last quarter, custom) |
| Assignee / Owner | Filter to a specific team member |
| Pipeline | Filter deal reports to a specific pipeline |
| Status | Filter by record status |
| Label | Filter by tag |
| Source Channel | Filter lead reports by source |
Apply filters using the filter panel at the top of the report.
Changing the Report Period
- Click the Date Range selector.
- Choose a preset period or set a custom start and end date.
- The report data updates automatically.
Comparing Periods
Some reports allow period comparison — displaying the current period alongside the previous period to show growth or decline. Look for the Compare or vs. Previous Period toggle.
Exporting Reports
To download report data for use in Excel or other tools:
- Open the report you want to export.
- Click the Export button (usually in the top right).
- Choose CSV or Excel format.
- The file will download to your computer.
Dashboard vs. Reports
| Dashboard | Reports | |
|---|---|---|
| Purpose | At-a-glance monitoring | Detailed data analysis |
| Customization | Highly customizable widgets | Pre-built report templates |
| Best for | Daily check-ins, team visibility | Weekly/monthly reviews, deep analysis |
| Data export | Limited | Full CSV/Excel export |
Use both: dashboards for daily monitoring, reports for deeper analysis and sharing.
Tips for Using Reports Effectively
- Review reports regularly — A weekly or monthly review cadence turns data into habits.
- Compare periods — "This month vs. last month" is more useful than absolute numbers alone.
- Share with your team — Export reports for team meetings so everyone sees the same data.
- Act on the data — Reports are only useful if they lead to actions (more calls, better qualification, pipeline cleanup).
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