Built-in CRM reports

Run built-in CRM reports

Open Reports… → Custom Reports to run any of the 25+ ready-made reports built from your CRM data — sales analytics computed from Deals and Leads (pipeline funnel, revenue forecast, win/loss, rep leaderboard…) and finance-style reports built from CRM Invoices, Purchase Orders and Products (aging, balances, transaction lists, inventory valuation). Pick a report category, choose the report, optionally set a date range and filters, and click Execute — the report lands in your sheet, saved as a template for one-click refresh and scheduling. The full catalog with descriptions is below.