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Documentation Index

Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt

Use this file to discover all available pages before exploring further.

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Reports Tab

The Reports tab in the CRM provides analytics and visualizations:

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Revenue Forecast

Projected revenue based on deal values, stages, and probabilities.

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Win/Loss Analysis

Breakdown of closed deals:
  • Won vs. Lost ratio
  • Average deal size
  • Average time to close
  • Top loss reasons
Alex’s screenshot note: Take a screenshot of the Reports tab showing the revenue forecast chart and win/loss breakdown.
Use reports to identify bottlenecks in your pipeline and understand which stages have the highest drop-off rates.