Pipeline reports give you a view into how your pipeline is performing over time. Each pipeline has its own reports dashboard with built-in charts you can customize by time range, team member, and other attributes.
Several default Reports are already built for you, such as how many new Boxes have been created, how many stage changes were performed, which team member has been the most active, and many more. These reports can be customized by time range, Team members and other attributes.
Reports are organized into two categories: Pipeline Reports and Sales Reports.
Access your Reports
Open the pipeline you want to analyze.
Click More (three vertical dots) in the top menu.
Select Reports.
Pipeline Reports Dashboard
Each Pipeline will have its own set of Reports. We'll start you off by asking a little bit of information on your specific business.
Pipeline Reports
Pipeline Reports focus on box activity, stage movement, and team interactions.
Boxes by Stage — shows the number of boxes in each stage. Filter by assigned user.
Boxes by Person — shows the number of boxes assigned to each user. Filter by stage.
Boxes by Column — breaks down values within a specific column. Filter by assigned user and/or stage.
Time in Stage — calculates the average time boxes spend in each stage.
Stage Entrances and Exits — shows how many boxes entered or exited a stage during a given time period.
Stage Flow — shows the movement of boxes between stages over time.
Saved View Report — displays data as filtered and grouped by a saved view.
Total Interactions — shows the number of interactions (emails, call logs, and meeting notes) during a given time period.
Boxes Created — shows the total number of boxes created.
Boxes Created by time — breaks down box creation by person during a selected time period.
Interactions Summary — summarizes interactions added to boxes during a given period. Filter by user, time, or type (emails, call logs, meeting notes).
Interactions Summary by Boxes — shows the number of boxes in which interactions occurred during a given time period.
Sales Reports
Sales Reports focus on value, win rates, and projected revenue. These reports work best when your pipeline has a designated value column and a "Won" stage.
Value by Person — calculates the total value of boxes assigned to each user.
Value in Pipeline by Stage — shows the amount of value in each stage for boxes created during a given period.
Total Value in Pipeline — calculates the total value of all boxes. Filter by stage.
Total Value in Pipeline over Time — tracks how total pipeline value has changed over time.
Boxes Won — shows the number of boxes moved to the "Won" stage during a given time period.
Value Won — shows the value of boxes moved to the "Won" stage during a given time period.
Value Won by Time — breaks down won value by a selected time interval.
Projected Close Value — shows projected closed value based on close dates from your expected close date column.
Close Rate — calculates the percentage of boxes won out of all boxes.
Close Rate in Value — calculates the percentage of closed value moved to the "Won" stage, broken down by user.
Most Frequently Used Reports
Time in Stage
Shows the average time boxes spend in each stage of your pipeline. Use this to identify where deals or records tend to stall so you can take action to move them forward.
Stage Entrances and Exits
Shows how many boxes entered or exited each stage during a given time period. Use this to understand which stages had the most activity and spot bottlenecks in your workflow.
Stage Flow
Visualizes how boxes move between stages over time. Use this to get a big-picture view of how records are progressing — and where they're dropping off.
Total Interactions
Shows the total number of interactions (emails, call logs, and meeting notes) your team had with contacts during a given time period. Use this to gauge overall team activity and customer engagement.
Interactions Summary
Breaks down interactions by team member so you can see who is the most active. Filter by time, user, or interaction type (emails, call logs, meeting notes).
Interactions by Boxes
Shows the number of boxes in which interactions occurred during a given time period. Use this to understand how many customers your team is actively engaging with.
Customize your Reports Dashboard
Once you've found the reports that are most useful, tailor your dashboard to fit your workflow:
Select which charts to add.
Add multiple charts of the same type if needed.
Drag and drop charts to reorder your view.
Configure a Report
Filter report data
Each report can be filtered to narrow down the data it shows. To edit filters on any report, click the ⋮ (three-dot menu) in the top-right corner of the chart. Available filters include:
Data source — scope the report to the entire pipeline or a specific saved view (see below).
Interaction types — filter by emails, call logs, or meeting notes.
People shown — limit the report to specific team members.
Time range — set the date range for the data.
Show dates by — group data by day, week, month, quarter, or year.
You can also clone, download, show as a table, or remove a report from this same menu.
Use a saved view as a data source
By default, reports pull data from your entire pipeline. To focus a report on a specific subset of boxes, switch the data source to a saved view:
Click the Entire Pipeline dropdown at the top of the report chart.
Select Specific view, then choose the saved view you want to use.
The report will update to reflect only the boxes in that view.
This is useful when you want to report on a specific segment — for example, a view filtered to a certain stage, assigned user, or column value.
Note: To use a saved view as a data source, the view must already exist in your pipeline. To create one, select + Create New Saved View from the data source dropdown.
Frequently Asked Questions
Do all pipelines have reports? Yes. Every pipeline has its own reports dashboard with the same set of built-in reports.
Can I filter reports by team member or time range? Yes. Most reports support filtering by time range, assigned user, and other attributes.
Can I add the same chart more than once? Yes. Add multiple instances of the same chart type to compare different filters side by side.
Why aren't my sales reports showing data? Sales reports require a value column and a "Won" stage in your pipeline. Make sure both are configured before using sales reports.