Measure & connect
Know what’s working at a glance.
Built-in dashboards show where leads come from, how deals are moving and how each rep is tracking against this month’s targets — no spreadsheets required.
- Leads by source & owner
- Deal value by stage
- Monthly targets
- Leadsby status, source, owner and country
- Dealsamount by stage and won revenue over time
- Targetsmonthly lead and revenue goals
The numbers your team checks every morning
Dashboards read straight from your CRM data, so they are always current.
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Lead breakdowns
Leads by status, source and salesperson, plus a country map of where they come from.
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Deal value by stage
See how much is sitting in each stage and where deals stall.
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Revenue over time
Track closed-won revenue and expected revenue by salesperson.
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Monthly targets
Set monthly lead and revenue targets and see progress against them.
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Team performance
A manager dashboard and team performance view show who needs help.
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Smart alerts
KPI cards and alerts flag what changed so you can act sooner.
How it works
Up and running in three steps.
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01
Set targets
Add monthly lead and revenue targets in Setup.
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02
Work the pipeline
Dashboards update as your team logs leads and deals.
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03
Review together
Use the manager view in weekly pipeline reviews.
Keep exploring
More CRM features.
Questions about reporting
Can’t find what you need? Talk to sales.
Does it include sales forecasting?
Not as a forecasting model. Deals carry probability and expected revenue, and you can track progress against monthly targets.
Can I build custom reports?
Not today. Reporting uses built-in dashboards and widgets.
Can I export report data?
Lead lists can be exported to Excel. Dashboard widgets are viewed in the app.
Who can see the dashboards?
Dashboards follow your roles and permissions, and managers get a team view.
See your pipeline clearly.
Start with BullCRM today and give your team one place to work every lead to won.
No credit card required