Reporting

Sales reporting that actually drives revenue

Tired of digging through data? Get clear visibility into your sales pipeline, team performance, and workflows plus actionable insights that help increase revenue.

See what’s working. Fix what isn’t.

Gax Reporting gives you the visibility you need to improve performance, make data-driven decisions, and keep deals moving.

Enhanced sales visibility

Get instant clarity into pipeline and deal progress.

Data-driven decision making

Use real-time insights to guide every decision.

Performance optimization

Track reps, coach smarter, and boost team output.

Streamlined reporting

Replace spreadsheets with built-in, customizable reports.

Reporting designed to move deals forward

Analyze easy-to-read pipeline data

Use Opportunity reporting to quickly see your pipeline by stage, value, and close date. Spot deal volume trends, forecast revenue, and catch bottlenecks that could slow down your sales cycle.

Coach sales reps better with the right reporting

Track rep performance across calls, emails, tasks, and deals. See who’s driving pipeline momentum and who needs support. Coach smarter and drive consistent activity across your team.

Flag stuck deals before they go cold or churn

Build reports that surface neglected deals. Give reps a clear re-engagement list before momentum dies and your pipeline leaks revenue.

Refine your workflows using data, not guessing

Track how leads move through your workflows, from first touch to close. Measure the performance of automated emails and calls, then use the data to refine your process and boost conversion at every stage.

Clear, easy-to-read sales data without dashboard digging

Opportunity Reporting

Track deals by stage, expected close date, and value. Spot pipeline gaps, estimate potential revenue, and focus your team on high-impact deals.

Pipeline Stage Reports

See how many deals are in each stage of your sales flow. Spot friction points and keep your pipeline moving forward.

Custom Pipeline Views

Break down your pipeline by team, rep, source, or product line. Drill into the details that drive performance and pinpoint what’s working where.

Expected Revenue Views

Forecast revenue with precision. Use expected close dates and deal values to project both near-term and long-term revenue.

Activity Reporting

Track deals by stage, expected close date, and value. Identify pipeline gaps, estimate potential revenue, and focus your team on high-impact opportunities.

Rep-Level Reporting

See how each rep is performing in deals closed, activity volume, and conversion rates. Use this data to coach more effectively.

Leaderboards & Comparisons

Make rep performance visible to the whole team. Encourage healthy competition and give everyone a reason to level up.

Conversion Rate Tracking

Track how reps convert leads across the funnel. Spot skill gaps and coach with precision to boost close rates.

Custom dashboards

Create dashboards for different teams, roles, or goals. Combine activity, pipeline, and revenue data into a single view built around what matters most.

Real-time data

No refresh. No delay. Reports update automatically so you always work with up-to-date data — perfect for leadership check-ins.

Saved reports and filters

Quickly access your favorite reports. Filter by lead owner, status, source, or custom fields, then save views to revisit later or share with your team.

Easy sharing

Keep everyone aligned. Share insights in meetings, send CSV exports, or present live dashboards without relying on ops support.

9 out of 10 new users start using Gax to place calls, send emails + texts, or host a meeting within their first week.

Questions fréquemment posées

What types of reports can I create in Gax?

Gax provides flexible reporting to track team activity, sales performance, pipeline health, and lead conversion. You can view key metrics through customizable charts and dashboards, or dig into detailed views using filters and date ranges to get exactly what you need.

Can I create custom dashboards for my team?

Yes. You can create multiple dashboards for different use cases — such as rep performance, pipeline forecasting, or executive summaries. Dashboards are easy to share, and each team member can pin the ones most relevant to their role.

Is real-time data available in reports?

Absolutely. Gax reports update in real time, so your dashboards always reflect the latest calls, emails, opportunities, and sales results. There’s no need to manually refresh or export.

Do I need technical skills to use the reporting tools?

Not at all. Gax reporting is built for sales teams, not data analysts. You don’t need SQL or spreadsheets — everything works with simple clicks so anyone can explore data and get actionable insights.

Can I export or share reports outside of Gax?

Yes. You can export reports as CSV for deeper analysis, or share visual dashboards via screenshots or screen sharing. This makes it easy to keep leadership, clients, or stakeholders informed — even if they don’t use Gax.

Platform Overview

CRM

Gax Demo

Automation

Sales AI

Communication

Coaching & Collaboration

SMS