Create detailed reports and analyze your sales performance.
Reporting and Analytics
Orca SaaS offers comprehensive reporting and analytics tools to help you make data-driven decisions.
Ready-made Reports
Ready-to-use report templates:
- Sales Performance Report: Team and individual performance
- Funnel Analysis: Stage-based conversion rates
- Revenue Report: Actual and projected revenue
- Activity Report: Team activities and productivity
- Customer Analysis: Customer behavior and segmentation
Custom Report Creation
Design custom reports for your needs:
- Select 'New Report' from Reports tab
- Define data sources
- Select metrics and dimensions
- Add filtering rules
- Choose visualization type
Dashboard Customization
Organize your personal dashboard:
- Drag-and-drop widgets
- Customize chart types
- Set time ranges
- Add comparison periods
Automated Reporting
Schedule reports automatically:
- Daily, weekly or monthly delivery
- Email or Slack integration
- Trigger on specific conditions
- Multiple recipient support
Data Export
Export your reports in different formats:
- Excel (XLSX)
- CSV
- Google Sheets
KPI Tracking
Continuously monitor critical metrics:
- Goal setting
- Real-time tracking
- Threshold alerts
- Performance trends