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Analytics & Reporting2023-04-12T12:32:34+00:00

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  • Analytics & Reporting

Take Data-driven
business decisions

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UPilot Advanced Reports

Real-time Limitless Analytics Opportunity

We help Building your own Reports

Available in all our plans!

As the central place of your sales activity, UPilot tells you in real-time all the insights you need to analyse, anticipate and take actions.

Powerful Advanced Dashboards

Limitless Power,
from Day 1

  • With 200+ key reports ready for you, UPilot gives you the clear picture you need to predict, anticipate and grow.
  • Every business has specific needs. Build your custom reports in UPilot, we support you in the process!
Get your reports
Sales Projections and Revenue Projections

Instant Sales & Revenue Projections

  • Total revenue projection by month
  • Value of deals closing by month
  • Weighted Revenue over Time vs Targets
  • Unweighted Revenue over Time vs Targets
  • Total projection by salesperson by month
Get your forecast
Pipeline Analytics

Pipeline Analysis

  • Pipeline change by week by sales person
  • Pipeline number of deals by stage weekly progress
  • Expected revenue by sales person
  • Unweighted pipeline by month
  • Pipeline lost by month
  • Weighted pipeline by client
Check your pipeline
Sales by Account

Sales & Deals Analysis

  • Weekly/Monthly/Quarterly Sales vs Targets
  • Sales by Account
  • Sales by Category
  • Average Deal Size by Sales person
  • Deals won by Sales Rep over time
  • Deals lost by Sales Rep over time
  • Closing Ratio by Sales Rep over time
Get your reports
Your team activity report this week

Activity & Tasks Analysis

  • Task type by person over time
  • Number of tasks done by Rep over time
  • Planned Tasks by Week
  • Tasks Planned vs Tasks Done
Get your reports
Sales Projections and Revenue Projections

Instant Sales & Revenue Projections

  • Total revenue projection by month
  • Value of deals closing by month
  • Weighted Revenue over Time vs Targets
  • Unweighted Revenue over Time vs Targets
  • Total projection by salesperson by month
Get your forecast
Pipeline Analytics

Pipeline Analysis

  • Pipeline change by week by sales person
  • Pipeline number of deals by stage weekly progress
  • Expected revenue by sales person
  • Unweighted pipeline by month
  • Pipeline lost by month
  • Weighted pipeline by client
Check your Pipeline
Sales by Account

Sales & Deals Analysis

  • Weekly/Monthly/Quarterly Sales vs Targets
  • Sales by Account
  • Sales by Category
  • Average Deal Size by Sales person
  • Deals won by Sales Rep over time
  • Deals lost by Sales Rep over time
  • Closing Ratio by Sales Rep over time
Get your Reports
Your team activity report this week

Activity & Tasks Analysis

  • Task type by person over time
  • Number of tasks done by Rep over time
  • Planned Tasks by Week
  • Tasks Planned vs Tasks Done
Try UPilot Insights

Create your own Reports

Your business is unique. So are your needs… UPilot allows you to create your own reports based on your custom data.

More than that, we support you in the process!

Read more
Your Custom Reports in UPilot
UPilot Radar, to start and end your day

Real-Time Situational Awarness

To start or end your day, the Radar gives you a powerful vision on your team’s steps towards target. A quick summary of efforts and results.

Read more

Custom Reports ≠ Enterprise Plan

Legacy CRMs know that you will ultimately need full control on reports and measurements as you grow. Don’t fall in the trap!

All Legacy CRMs

Plan Role-Based Access
Basic Plan $ NO
Advanced Plan $$ NO
Enterprise Plan $$$$$ YES
UPilot
Plan Role-Based Access
Take Off Free YES
The Climb 19/user/month YES
Cruise Control $42/user/month YES

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For us, it’s really useful to have these reports related to our campaigns to make the information more accessible to our sales team.”

Camila Fernandez
Marketing Director, SUMAC

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