Reporting & Analytics¶
Get insights into your sales, marketing, and support performance. Ask questions in natural language and Outsprint responds with charts, tables, and metrics inline in the chat.
How Reporting Works¶
In a chat-first CRM, reporting starts with a question. Ask Outsprint about your pipeline, revenue, team activity, or any other metric, and get a visual answer right in the conversation.
You
What's our pipeline value this quarter?
Outsprint AI
Your Q1 pipeline is $1.24M across 47 deals, up 12% from last quarter. The biggest stage by value is Prospecting at $320K.
You can also save reports, build custom dashboards, and use the /reports or /metrics slash commands for quick access.
What You Can Report On¶
- Pipeline -- Deal count, value, and stage distribution
- Revenue -- Closed-won deals by month, quarter, or year
- Win/loss -- Win rate, loss reasons, and trends
- Activity -- Calls, emails, meetings by rep
- Email -- Open rates, click rates, campaign performance
- Tickets -- Volume, SLA compliance, resolution times
- Forecasting -- Projected revenue based on pipeline
Quick Metrics¶
Type /metrics for an instant KPI summary:
You
/metrics
Outsprint AI
Here are your key metrics for this month: $142K revenue (up 18%), $1.24M pipeline, 34% win rate, 89 new contacts, 91% SLA compliance.
Pro Tip
Start with natural language questions. If you need a report you will reference regularly, save it to a dashboard.