Which report answers your question

Tilgjengelig i ProOversiktÅpne i DealJourney

The reports page is a menu down the left with a report behind each entry, all cut from the same data for a different question. Picking the right one is most of the work. On a phone the menu is a single drop-down at the top.

Oversikt is a dashboard you build yourself from the numbers and charts of the reports below, with one period and one comparison for all of them. The Overview

Salg

  • Pipeline: the open pipeline, win rate and why deals are lost. The one for "are we going to make the quarter". The Sales tab
  • Fordeling: a period of sales counted and totalled per seller, per product, per anything you record on a sale. The one for "how much did each person sell last month". The Breakdown tab
  • Budsjett: the sales target the forecast is measured against.

Abonnement

  • Inntekt: MRR, expansion, churn and NRR. The one for recurring revenue rather than deals. The Revenue tab
  • Kunder: who is valuable, who is at risk, how engaged they are. The Customers tab
  • Fastholdelse: retention by cohort over time: do customers who joined in March still pay you? The Retention tab

Support og markedsføring

Rapporter

Sales or Revenue? This is the one people get wrong. Sales is about *deals* — one-off, closing on a date. Revenue is about *subscriptions* — recurring, and it moves without anybody closing anything. A business with subscriptions needs both, and a quarter can look good in one and bad in the other.

Customers or Retention? Customers is a snapshot of who they are now. Retention is the same customers grouped by when they joined and followed forward, which is the only way to see whether you are getting better at keeping them.

Each report has one time control, at the top right, and it names itself. Sales and the Overview use a period ("Last 30 days", "This quarter", "Year to date", or a custom range) and a comparison: against the stretch before, or the same period last year. Marketing offers the three windows its data is kept in. Revenue, Customers and Retention draw trends, so theirs is how many months of history to show ("Last 6 months").

Mine, my team or everyone. Where the figures depend on whose records they are, the person and team filter sits beside the time control, and every figure on that report follows it. A card that does not follow it says what it covers instead, in a few words in its corner: "Right now" for a snapshot, "All time" for everything ever recorded.

Money is shown in your workspace currency. There is no currency picker: figures are converted once, for each record's own currency, into the one your workspace reports in.

If a chart says there is no data, it is nearly always the period rather than a fault — every tab says so in its own words rather than showing an empty box.

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