Pipelines Analytics
Pipeline performance, clearly mapped for smarter decisions
This CRM pipeline report gives sales teams a powerful visual overview of deal progression across key stages—from lead generation to closed won. With conversion rates, average stage durations, and win/loss metrics all in one dashboard, users can quickly identify bottlenecks, improve forecasting accuracy, and boost overall sales performance. Whether you're managing a small team or scaling enterprise operations, pipeline analytics like these are essential for driving smarter decisions and faster closes.
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Get a clear view of your deals, contacts, and sources—all in
one place
This CRM Deals Analytics dashboard helps sales teams monitor contact activity, track deal progress, and evaluate performance with intuitive charts and leaderboards. With real-time metrics like deals closed, contact engagement, and rep contributions, it empowers data-driven decisions and boosts sales efficiency. Whether you're managing pipelines or optimizing outreach, this dashboard delivers the clarity and control your team needs to close more deals.
Analyze and understand which channels and sources are bringing in the most valuable deals. Track conversion rates across different lead sources.
Monitor team activity and engagement levels. Track new members, departures, and overall participation metrics to optimize team performance.
Sales rep’s Analytics
Smart insights for reps who move fast and close faster
Sales Rep Analytics helps sales professionals stay ahead with real-time insights into deal progress, win/loss trends, and client engagement. Whether you're qualifying leads or closing negotiations, this dashboard gives you a clear view of every stage—empowering reps to act faster, smarter, and more confidently.
Start your free trialSales success starts here—monitor progress, value, and win rates in real time
The Sales Rep Analytics dashboard delivers a powerful overview of individual sales performance, combining deal metrics, pipeline stages, and win/loss analysis into one intuitive interface. With real-time data on closed deals, weighted values, and conversion rates, sales managers can easily evaluate rep effectiveness, identify bottlenecks, and drive smarter decisions. Whether tracking pipeline momentum or comparing win rates, this dashboard empowers teams to optimize CRM workflows and boost revenue outcomes.
Your active deals, organized for smarter selling and faster follow-ups
The Active Deals helps sales reps stay on top of every opportunity by showing deal value, stage, and recent activity at a glance. With clear analytics and time-in-stage tracking, reps can prioritize follow-ups, and boost pipeline efficiency—all from one streamlined view.
Never miss a beat—your rep activity history, always up to date
Designed for fast-paced sales teams, the Recent Activities section captures every interaction in real time. Whether it’s a scheduled meeting, a completed call, or a sent email, reps can instantly access details, track outcomes, and plan their next move. This boosts productivity and ensures no opportunity slips through the cracks.
CRM
Frequently Asked Questions
Explore common CRM questions to save time and get started with confidence.
QuillCRM is a complete self-hosted CRM and email marketing automation plugin for WordPress. It combines powerful contact management, sales pipeline tracking, email campaigns, and marketing automation—all within your WordPress dashboard.
Yes, QuillCRM is 100% self-hosted. Your data never leaves your server. Unlike SaaS solutions like Mailchimp or ActiveCampaign, all your contact data, campaigns, and pipeline information stay in your WordPress database, giving you complete ownership and control.
Absolutely not! QuillCRM stores all data in custom database tables separate from your main WordPress database. The admin interface is built as a Single Page Application (SPA) using modern technology, making it incredibly fast and responsive.
No! QuillCRM has no restrictions on the number of contacts you can store or emails you can send. Store unlimited contacts, create unlimited campaigns, and build unlimited sales pipelines without worrying about hitting tier limits or paying success taxes.