SalesTub
Analytics Feature

Analytics & Reporting

Stop guessing, start knowing. SalesTub's analytics and reporting give you real-time visibility into every aspect of your sales operation. Build custom dashboards that show what matters most. Create reports that answer your specific questions. Forecast revenue accurately. Track team performance. Identify bottlenecks and optimize your sales process with data.

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No credit card required
Analytics & Reporting - SalesTub CRM Feature
Real-Time
Dashboards
Custom
Reports
AI
Forecasting
Key Benefits

Why teams love Analytics & Reporting

Everything you need to close more deals, faster. No fluff, just features that impact your bottom line.

Real-time dashboards with live data updates

Drag-and-drop custom report builder

Scheduled reports via email delivery

AI-powered sales forecasting

Pipeline conversion and velocity analytics

Team and individual performance metrics

Win/loss analysis with trend tracking

Export to PDF, Excel, and CSV formats

Goal tracking with progress visualization

How It Works

Get started in 3 simple steps

Simple setup, powerful results. Be up and running in minutes.

1

Build Dashboards

Drag and drop charts, tables, and KPI widgets. Choose data sources, filters, and visualization types. Save and share dashboards with your team.

2

Create Reports

Select modules and fields to report on. Add filters, grouping, and sorting. Save report definitions for recurring use.

3

Schedule & Share

Set up automatic report delivery via email. Choose daily, weekly, or monthly schedules. Share dashboards with specific teams or roles.

The Transformation

See the difference

Without Analytics & Reporting

  • Hours wasted on manual data entry
  • Leads falling through the cracks
  • No visibility into sales pipeline
  • Missed follow-ups and revenue leaks
Recommended

With SalesTub

  • Automated workflows save 10+ hours/week
  • Never miss a lead with smart alerts
  • 360° visibility into every deal stage
  • 3x more conversions with data-driven insights
Use Cases

Built for every sales scenario

Whether you're a startup looking for your first 100 customers or an enterprise scaling to millions, Analytics & Reporting adapts to your workflow.

Sales Leaders

Monitor pipeline health, forecast revenue, and identify deals at risk. Track team performance and coaching opportunities with clear metrics.

Sales Operations

Analyze conversion rates by stage, source, and rep. Identify process bottlenecks. Measure the impact of changes to the sales process.

Executive Teams

Get high-level business dashboards with revenue trends, growth metrics, and forecast accuracy. Make strategic decisions with confidence.

Individual Reps

Track your own pipeline, activities, and quota attainment. See where you stand and what you need to do to hit your targets.

Save 10+ Hours/Week

Automate manual data entry and focus on what matters - selling.

Increase Win Rates

Data-driven insights help you identify and close more deals.

Enterprise Ready

Scalable infrastructure with enterprise-grade security that grows with your business.

For Your Whole Team

Built for every role

From business owners to sales reps, everyone gets the tools they need.

👔

Business Owners

See the big picture. Know exactly where your revenue is coming from and forecast with confidence.

📊

Sales Managers

Monitor team performance, assign leads instantly, and ensure no opportunity slips through the cracks.

🎯

Sales Reps

Automate the boring stuff. Spend less time on data entry and more time talking to prospects.

Integrations

Seamlessly connected

Works with the tools your team already uses.

Google Data Studio
Power BI
Tableau
Excel Export
PDF Reports
Email Delivery
API Access
Webhooks
FAQ

Frequently asked questions

Over 10,000 sales professionals trust SalesTub

Ready to grow your business?

Start your 14-day free trial today. No credit card required.

14-day free trial
No credit card required
Setup in 5 minutes

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