Sales Reports & CPQ Metrics | Sales dashboard — DealForge
Stop guessing how sales are going. Real-time dashboards that show you exactly which quotes close, which are lost and why.
Start freeWhy do you need metrics for your quoting process?
You don't know how many quotes your team sends a month or what your real conversion rate is. You make sales decisions on intuition, not data.
When the CEO asks how much is in the pipeline, it takes you hours to consolidate information from each salesperson because there's no central place.
You can't identify which products have the best margin, which salespeople convert most or at what stage opportunities are lost.
How DealForge gives you sales visibility
Real-time pipeline dashboard
See the total value of quotes by stage: draft, sent, in negotiation, won, lost. Spot bottlenecks and stalled opportunities before it's too late.
Metrics by salesperson
Compare individual performance: quotes generated, close rate, average deal size and response time. Detect who needs support and who deserves recognition with objective data.
Product and margin analysis
Identify which products are quoted most, which convert best and where margins erode. Adjust your catalogue strategy based on real sales data.
Exportable reports
Download reports in CSV for board meetings, quarterly reviews or detailed analysis. Manual export is available for all data from any dashboard view.
How it works
Open your dashboard
From the main screen, access the dashboard that updates automatically with every quote created, sent or closed by your team.
Filter by period, salesperson or product
Use the filters to focus on what you need: the month's sales, a specific salesperson's performance or demand for a product category.
Export or share
Download the report in CSV whenever you need it. The data is always available for external analysis.
Frequently asked questions
Do reports update in real time?
Yes. Every action on a quote (creation, sending, closing, loss) is reflected immediately in the dashboard. You don't need to wait for overnight processes or manual updates.
Can I create custom reports?
On the Pro plan you can customise the dashboard widgets and choose which metrics to see. On the Business plan you can also create reports with advanced filters and calculated fields.
Can I see historical metrics?
Yes. DealForge keeps all the history from when you started using the platform. You can compare periods, see trends and analyse seasonality in your sales process.
Start using Reports & Metrics today
Set up reports & metrics in minutes and transform your sales process. No credit card required.