CRM Reporting & Sales Dashboards
Attriqs CRM does CRM reporting with prebuilt pipeline, activity, and revenue reports rendered as clean, themed charts, plus dashboards you pin to your Home screen. Open pipeline by stage and value, activity by person, and what is actually closing are ready out of the box. You can ask MosAIc for a report in plain language or build one yourself, and both land on the same report, which you can save, export to CSV or PDF, and schedule as an email digest.
Reports rendered as clean charts, pinned to your Home screen
Open Attriqs CRM and the reports a sales team needs every week are already there: pipeline by stage, win and loss, sales cycle length, activity by person, lead source, and what is actually closing. Each one renders as a clean, themed chart rather than a bare list, and you pin the ones that matter to your Home screen.
- Prebuilt pipeline, activity, and revenue reports, each as a themed chart you read at a glance
- Pin the reports you care about to your Home screen as a live dashboard
- Live pipeline, this week's activity, and how the month is shaping up greet you when you log in
- Every figure is one click from the deals and records behind it
Ask MosAIc for a report, or build it yourself
Tell MosAIc what you want to see the way you would ask a teammate, and it builds the report with a live preview you refine by chatting. Prefer direct control? The manual builder lets you pick a dataset, choose what to measure, add filters, and select a chart type. Both paths land on the exact same report.
Numbers you can trust, straight from your live data
Every report reads from the same live records your team works in every day, so the charts reflect what is really happening right now. Open pipeline by stage and value, activity by person, and revenue reports update as deals move, and each figure links back to the deals and records behind it.
Want the playbook on the concept itself? Read our guide to CRM reporting and sales KPIs.
Frequently asked questions
What reports does Attriqs CRM come with?
Attriqs CRM ships with the reports a sales team uses every week: open pipeline by stage and value, win and loss, sales cycle length, activity by person, lead source and conversion, and revenue closed. Each one renders as a clean, themed chart rather than a bare list, so you read the story at a glance. The set is tailored to how you sell when you set up through MosAIc.
How do dashboards work in Attriqs CRM?
A dashboard in Attriqs CRM is the reports you care about pinned to your Home screen. The moment you log in you see your live pipeline, this week's activity, and how the month is shaping up, refreshing as your data does. Each figure is one click from the deals and records behind it, so there is nothing to assemble by hand every morning.
Can I just ask MosAIc for a report?
Yes, and for most people it is the easiest way in. Tell MosAIc what you want to see in plain language, like which lead sources turn into the biggest deals by quarter, and it builds the report with a live preview you refine by chatting, for example group by region instead or only closed-won. No query language, and whatever MosAIc builds opens in the manual builder any time you want to tweak it by hand.
What if I would rather build reports myself?
The manual report builder gives you direct control: pick a dataset, choose what to measure, add filters, and select the chart type that fits the data. It reuses the same filters and saved views you already know from the rest of Attriqs CRM, and lands on the exact same report MosAIc would, so you can start one way and finish the other.
Can Attriqs CRM email reports to me and export them?
Yes. Save any report and schedule it as an email digest so the figures arrive in your inbox on a regular cadence without anyone pulling them. You can also export any report to CSV or PDF to share with the team or drop into a deck.
How do the numbers in Attriqs CRM stay trustworthy?
Every report reads from the same live records your team works in every day, so the charts reflect what is really happening rather than a stale snapshot. Open pipeline by stage and value, activity, and revenue reports update as deals move, and each figure links straight back to the deals and records behind it, so you can always check the story for yourself.
Is Attriqs CRM available now?
Attriqs CRM is in early access. Get in touch and we will bring your data across, let MosAIc tailor your reports to how you sell, and help you pin your first dashboard to your Home screen.
See it on your own data
Attriqs CRM is in early access. Request access or book a quick walkthrough, and MosAIc will help you get set up.