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Analytics & Reports
Turn logged work into decisions — the built-in reports, your Command Center home screen, and a grounded AI standup.
Read the five built-in reports
Deal performance, the sales funnel, activity per rep, the weighted forecast, and task productivity — wired to your data in your currency.
Set up your Command Center
Make 'Your Day' your home screen — open deals, due tasks, pipeline health, activity, and the forecast in one place.
Run the Ops AI Standup
A read-only daily digest Claude writes over a real snapshot, so it summarizes what's true and can't invent records.
Export a report to CSV
Take any core report out to a spreadsheet in one click, with amounts in your workspace currency.
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