Sales reporting software for B2B product sales

See new deals, open pipeline counts and values, stage conversion, won and lost results by salesperson, and sales-cycle information. Financial reports show recorded revenue, purchasing costs, other deal costs, payments received and calculated profit.

Yes. Deal reports have date, user and pipeline controls; financial reports have date and user controls. The figures depend on the view: newly created deals, won or lost deals, and currently open opportunities measure different things.

Yes. Compare won and lost deal counts or values by salesperson and over time. Use the date and pipeline filters, then review the underlying deals to understand the results.

Reported profit is recorded revenue minus purchasing value and other deal costs entered in CreamSoda. Claims record problems and their assigned value; they are not deducted by default. Add a claim amount to the deal’s Costs section if you want it included. Check currencies and use your accounting system for reconciliation.