Reports & Lead Scoring
Know who to call next – and what the month holds
A revenue forecast shows what the month will bring, a win-rate report reveals where the team is losing deals, and lead scoring ranks every open opportunity by its predicted probability of closing. Decisions based on data, not gut feel.
Revenue forecast
See what this month and quarter will bring
The forecast module groups open opportunities by expected close date and computes the weighted pipeline value – revenue adjusted for the win probability on each deal. You see how much is "committed" and how much still depends on closing.
- Forecast view broken down by month and quarter
- Weighted value: amount × close probability per deal
- Split between committed and open pipeline revenue
- Manager view across the whole team
Win rate
Find out where you win deals – and where you lose them
The win/loss report shows your win rate, the number of won and lost deals, and their combined value. Break it down by rep, by loss reason, or across the team – so you know exactly where to adjust your approach.
- Win rate percentage for any chosen period
- Count and value of won and lost deals
- Filter by loss reason to identify patterns
- Side-by-side comparison of individual rep results
Lead scoring
The system tells you who to call first
EasyCRM assigns every open opportunity a win-probability score from 0 to 100. The model learns from your organisation's closed deal history and explains the top factors behind each score – so you know why a deal is ranked where it is.
- Win-probability score 0 – 100 on every opportunity
- Model trained on your own closed deal history
- Top contributing factors shown for each score
- Automatic rescoring after new deals are closed
Why reports in EasyCRM
Benefits you will feel every single day
- Clear revenue forecast without manually consolidating spreadsheets
- Identify weak spots in the sales process quickly
- Prioritise calls by score – more time on the most promising deals
- Manager view of the whole team's performance in one place
- Reports cover pipeline, quotes, and orders in one tool
- Data stored in the EU, accessible only to authorised team members
Works together with
Reports draw data from the whole of EasyCRM
Sales pipeline
Win rate, average sales cycle length, and weighted pipeline value all come directly from pipeline data.
Learn moreQuotes & invoicing
Track total open quote value and count by status in your sales activity reports.
Learn moreContacts & relationships
Lead attribution reports show which sources bring the most conversions and pipeline value.
Learn moreFrequently asked questions
Questions about reports and lead scoring
Make decisions on data, not gut feel
Lead scoring and the revenue forecast are active from day one. No credit card required.