Selling
Reports and dashboard
Reports are worked out live from your rows. There is nothing to build and nothing to refresh. Every board has a Sales report tab; the Sales Dashboard is the same report for the Deals board; Email reports covers your sending.
See it instead of reading it. The CRM board: a 3-minute guided tour on a sample board.
Sales report
Open the Sales report tab on any board. It shows totals and counts, and how much value sits in each stage of the Status column. Values come from the board's Number columns, such as Deal Value, so give a board a number column if you want amounts.
Sales Dashboard
In the sidebar, under your boards. It is the overview of the Deals board: the pipeline's value, how it splits by stage, and what has been won.
Email reports
In the sidebar under More. See Email for what each number means.
Archived rows are left out of every report until they are restored.