RecordbookHQ
Advanced Sales Reports
View your sales pipeline and sales opportunities, any way you want, with just a few clicks.
Our advanced sales reports lets you view your sales pipeline and sales opportunities, any way you want, with just a few clicks.
Filters. Easily isolate specific data subsets and focus on what matters most to your sales team. Your sales pipeline updates automatically based on your chosen filters.
Tags. Organize your data effortlessly with customizable tags. Assign tags to your accounts based on attributes like company size, industry, or product type, and quickly find information tailored to your needs. Improve collaboration and gain insights into your pipeline with tag-based organization.
Sort. Take control of your data by arranging it according to your preferences. Sort your information by deal stage, deal size, or last activity date to streamline decision-making and prioritize tasks, opportunities, or follow-ups.
Search. Quickly locate important information with our powerful search feature. Find specific contacts, email conversations, or sales opportunities in seconds, boosting productivity and responsiveness in your customer interactions.
Check out all our guides from Recordbook’s Fundamentals Series…
Understanding your sales pipeline
Sales tracking & reporting made easy
Be in the know with sales notes