Feature

CRM Reports That Answer Real Questions

Nine reports built from the leads your team is already working. No setup, no query builder, no waiting for the numbers.

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How It Works

Reporting in AliveCRM

Team works leads

Status and activity logged

Pick a report and a date range

Read it or export it

Pipeline

Where Every Lead Sits Right Now

The lead pipeline report shows total leads, pipeline value, won value and conversion rate for the period, plus a stage-by-stage count so you can see where leads stall. The conversion funnel report adds stage-to-stage drop-off based on real status-change history, not a guess.

Pipeline value and won value for the date range
Lead count and value per status
Stage-to-stage drop-off from real transitions
Filter by source or owner

Channels

Which Sources and Forms Actually Convert

Source performance ranks every channel by lead volume, won count, conversion rate and total value, so you can tell a busy channel from a paying one. Form performance does the same per lead-capture form.

Leads, won and conversion per source
Average and total value per channel
Submissions and conversion per form
Spot the forms and channels to cut

Which Sources and Forms Actually Convert

Team

Rep Performance and Follow-Up Discipline

The sales-rep report is a leaderboard of assigned leads, won count and won value for the month. Follow-up compliance shows, per rep, how reliably reminders are cleared before they go overdue, so a slipping process is visible early.

Assigned, won and won value per rep
Conversion rate per rep
Reminders cleared on time vs overdue
Overdue follow-ups surfaced on the dashboard

Catalog

Leads per Product, Service and Project

If you route enquiries to specific products, services or projects, the catalog reports break leads and conversion down by each one. The user-activity report shows who is actually logging in and working.

Leads and status per product, service or project
Project report with status breakdown
Login and session activity per user

Explore Lead Tracking

The Detail

What You Can Answer With AliveCRM Reports

Most CRM reporting fails in one of two ways: it needs a data analyst to build a query, or it produces charts nobody trusts because the underlying data was never kept up to date. AliveCRM takes a narrower approach. Every report is built from the same records your team touches every day, the lead, its status, its owner, its source and its follow-up history, so the numbers move as the work happens.

The nine reports

Lead pipeline and funnel: where leads sit, pipeline and won value, and stage-to-stage drop-off
Source and channel performance: which channels bring volume and which bring revenue
Sales-rep performance: assigned, won, won value and conversion rate per person
Follow-up and reminder compliance: how reliably each rep clears reminders on time
Web-to-lead form performance: submissions and conversion per form
Project report: every project broken down by status
Product and service catalog report: what you sell, by category and status
User login and session report: who on the team is actually using the CRM
Conversion funnel: stage-to-stage drop-off based on historical status transitions

Dates, filters and export

Each report takes a from and to date so you can look at a week, a month or a quarter, and most add a source or owner filter. Every report exports to CSV for a spreadsheet or PDF for a meeting, with no reformatting.

Why it matters

The point of reporting is not a dashboard, it is a decision: which channel to spend more on, which rep needs support, which stage is leaking. Because the reports are close to the work, the answers are current when you need them, not a month late.

In Practice

What You Get

Pipeline value and conversion

Source and form ROI

Rep leaderboard and compliance

CSV and PDF export

See What Is Bringing You Leads

Nine reports, built from the leads your team is already working.