Instantly view and track sales performance
See how the month’s sales are shaping up and how you’re tracking against previous periods with Nutshell CRM reporting. Drill down by product, rep, lead source, and more to identify the biggest movers for your business. (Sales quotas available in Nutshell Pro and above.)
Track your team’s effort and productivity
Leverage powerful reporting to pinpoint ways to more effectively manage your team to achieve—and surpass—their quotas, all within your CRM.
See Nutshell in Action!
Try Nutshell free for 14 days or let us show you around before you dive in.
Forecast your sales
Nutshell gives you the information you need to estimate future sales, delivering CRM reporting at its best.
Monitor lead volume
Use your reports to identify your best lead sources and ensure you’re keeping the pipeline filled.
Analyze lost deals
Understand when and why you’re not winning business, customizing your report output based on the metrics you need.
See how customers advance through your sales funnel
View conversion rates at each stage of your funnel to monitor performance and identify where deals are getting stuck.
Download beautiful, presentation-ready charts
Stop wasting time creating charts in Excel or PowerPoint. With the click of a button, you can save Nutshell report charts from your CRM for quick use in your presentation decks.
Experience world-class reporting & analytics with the best next-action sales & marketing CRM
It’s a very useful tool and can be customized to fit your needs. I wish I would have started using Nutshell sooner!
Melissa H. G.A. Richards Group
Compare features by plan
At-a-glance revenue and pipeline dashboard
Keep an eye on your sales numbers, what your team is up to, and what you need to get done that day—all in one convenient place.
Sales report
Instantly view how you’re tracking against quota and previous periods, and segment by product, rep, lead source, and more to identify what’s really driving your sales.
Losses report
Analyze lost deals to understand when and why you’re not winning business.
New leads report
Monitor your lead volume, identify your best lead sources, and ensure that your pipeline is always full.
Analytics & Lead Attribution
Forecast reports
Custom reports
Snapshots
Discover and track trends in pipeline growth, win rate, sales cycle size, and more.
Sales and activity quotas
Activity reports
Funnel reports
View conversion rates at each stage of your funnel and identify where deals are getting stuck.
Email reports
Customizable roles
Create roles within your organization and customize the permissions for each.
Changelog
View changes on People, Leads and Company timelines to trace any user actions.
Audit log
Trace certain actions taken by users in your organization, user logins, bulk list exports, bulk edits
Read-only SQL access
Leverage SQL to extract, transform and analyze your Nutshell data for custom integrations and advanced reporting.
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Reporting Overview Videos
CRM Reporting Overview
CRM Sales Report
CRM Leads Report
CRM Losses Report
CRM Forecast Report
Custom CRM Reports
CRM Sales Activity Report
CRM Snapshot Reports
Sales Funnel Report
CRM Email Report
Powerful growth software for every budget.
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