Forecast & analyze

The reporting views in EVERJUST CRM turn your pipeline into numbers you can act on. You see what revenue is coming, how often you win, and why you lose.

Read your forecast

Group open opportunities by stage to see expected revenue at each step of the pipeline. Group by close month to see when that revenue lands. The totals come straight from the expected revenue and closing date you set on each opportunity, so accurate data in means accurate forecasts out.

Measure performance

Track your win rate to see the share of deals that close Won. Break down lost reasons to find where deals stall. Run activity reporting to see calls, meetings, and emails logged by each rep. Together these tell you what is working and what needs attention.

Slice the data

Every report supports filters and group-by:

1. Open the reporting view.
2. Add filters to narrow the set, such as a date range, a sales team, or a salesperson.
3. Add group-by levels to pivot the data, such as stage then salesperson.
4. Switch between pivot, graph, and list to view the same data different ways.

Save a view you use often so it loads the same way next time.

Related

• CRM overview
• Manage your pipeline