Funnel and conversion
How many deals sit in each stage, worth how much, and what share moves on — per module, because recruitment's funnel is not sales'. Average deal size and cycle time; breakdowns by owner and source.
Reports and forecasting
What is coming in, what is late, and where deals die
Funnel and conversion per stage, a weighted forecast, cash flow from three separate sources, receivables ageing, and the deals stalled against their own stage's median. Every number respects the same scope the screens do.
Cash flow in three colours
Invoiced: a debt somebody will pay. Contracted: a recurring schedule that will issue. Weighted: the pipeline times each stage's probability — a guess. Added into one number they invite a decision none of them supports, so they stay in separate columns. An overdue invoice is bucketed into this month, because that is when it can still be collected.
Receivables ageing
Not yet due, 1–30, 31–60, 61–90, 90+ days. A storno is excluded — a reversal is not a payment. Per currency, because an EUR and a HUF invoice do not sum to one number.
Stalled deals, against their own stage
A week in "Contacted" is normal, a week in "Contract sent" is not. Every deal is compared with its own stage's median — median, not mean, because one deal forgotten for two years would make every stage look bad.
Report emails, per recipient
A daily, weekly or monthly summary, set from your profile. Built per recipient through the same access every screen uses — two people in one company get different numbers, and an email cannot become a way round the record scope.
The same, for a model
The MCP endpoint hands the same analyses to an AI assistant: pipeline summary, cash-flow forecast, ageing, stalled deals. Cash flow returns the three sources apart with a note that they are not equally certain — a model handed one number would present it as a forecast.
If you want the detail
The same thing step by step, in the help centre.
Common questions
Can reports be customised?
They filter by module, owner and period, and lists export to CSV with the view's filters. There is no custom report builder; anything beyond that is reached through the API or MCP.
Where does the weighted forecast come from?
Each stage has a probability in the module's settings; the deal's value times that lands in the month you expect it to close. It is a guess, and the chart draws it as one.
See it before you pay for it
14 days, no card. If it doesn't suit you, export everything and leave — the data stays yours.