Reporting

SalesDesk Reporting just entered Beast Mode.

We're thrilled to announce a massive upgrade to SalesDesk reporting, transforming your insights into sales superpowers!

If you can't wait, sign up for a free trial and try it now!

Why is SalesDesk reporting unique?

Unlike traditional CRMs, SalesDesk doesn't just track your team's internal activities—it also securely brings your customers directly into the platform. This creates deep, actionable insights into every interaction, helping you understand your sales funnel and customer behavior like never before.

What's new and exciting:

✅ Record Reports: Quickly visualize your sales pipeline, deals, and team performance. Drag-and-drop charts, customize dashboards, and instantly spot opportunities or bottlenecks.

✅ Engagement Reports: Go beyond internal metrics to understand customer actions and sentiment—track workspace logins, proposal views, chat interactions, meeting participation, and more.

✅ Deep Drill-Down Capabilities: Easily filter and segment reports by deal stages, timeframes, customer interactions, or workspace-specific activities.

✅ Integrated AI Insights: Monitor how Milo, your built-in AI assistant, automates your tasks—capturing meeting notes, scheduling follow-ups, and freeing your salespeople to focus on selling.

Real-world examples of how you can use it:

• Identify which proposals your customer viewed and when, allowing timely follow-ups.
• Segment your sales data by source, stage, or deal value for clearer forecasts.
• Monitor customer engagement across shared assets to optimize your sales collateral.
• Pin critical charts directly to your dashboard for instant visibility into what's most important.

Experience unmatched visibility and actionable insights with SalesDesk's new reporting tools. Ready to harness this power?