Reports
See what is working.
Reports for revenue, pipeline, funnel, referrals, phone activity and rep performance, with drill-down into the records behind each number.
What you get
A sales dashboard
Overdue follow-ups, new leads, conversions, upcoming calls and your pipeline by stage on one page.
Ready-made reports
Revenue, profit, pipeline, funnel, referrals, phone, sales and subscriptions.
Drill-down and export
Click a number to see the records behind it. Export tables to CSV or Excel.
Scheduled sends
Subscribe a teammate to a report and it arrives by email on a schedule.
Rep scorecard
Activity and results by person for managers.
Reports API
A read-only API for pulling the numbers into other tools, with OpenAPI documentation.
Worth knowing. Reports are a fixed set. A custom report builder is not available yet.
See ScoutCurrent with your own pipeline.
Book a short demo and we will show the product on a workspace set up the way your team sells.
Get a demo See pricing