Admin Reports
View 20+ built-in CRM reports with charts across contacts, deals, engagements, calls, and more.
Created April 1, 2026
Overview
Admin Reports give you a bird's-eye view of how your CRM is performing across every area — team activity, calls, pipeline health, company data, and more. All reports can be filtered by team member and time range, so you can drill down into exactly the data you need.
To get here: navigate to CRM from the tool selection dropdown, then click Admin in the navigation bar. From the Admin page, find the Data & Automation section and click Reports.
Team Member Performance
Calls, leads assigned, and lead dispositions broken down by team member.
Calls by Team Member
See how many calls each team member has made or received within the selected time period.
Active Leads Assigned by Team Member
Shows how many active leads are currently assigned to each team member.
Appointments by Team Member
Breaks down scheduled and completed appointments by each team member.
Calls
Call activity, dispositions, and duration trends across your team.
Calls by Direction
Breaks down call volume between inbound and outbound calls.
Call Volume Over Time
Shows how total call volume has changed over the selected time period.
Avg. Call Duration Over Time
Tracks how the average length of calls has trended over time.
Calls by Hour of Day
Shows which hours of the day have the highest call activity.
Companies
Company composition broken down by industry and type.
Companies by Industry
Shows how your company contacts are distributed across different industries.
Companies by Type
Breaks down your company contacts by the type assigned to each one.
Deals
Track deal pipeline health, value, and team performance.
Deals by Stage
Shows how many deals are sitting in each stage of your pipeline.
Deal Value by Stage
Shows the total value of deals grouped by their current pipeline stage.
Deals by Pipeline
Compares deal counts and values across your different pipelines.
Deals by Owner
Breaks down deal counts and values by the team member who owns each deal.
Deals Created Over Time
Tracks how many new deals have been created over the selected time period.
Deal Value Over Time
Shows how the total value of your deals has changed over time.
Engagements
Engagement volume and revenue breakdown across your pipeline.
Engagements by Stage
Shows how engagements are distributed across the stages of your pipeline.
Revenue by Stage
Breaks down revenue totals by engagement stage to show where value is concentrated.
Engagements Over Time
Tracks how engagement volume has trended over the selected time period.