Pipeline-reporting-software

Sales pipeline reporting made simple with Copper.

It’s easy to get a complete, accurate view of your sales opportunities and funnel with Copper’s pipeline reporting software.

  • Know if your sales pipeline is growing or shrinking
  • Understand monthly and quarterly sales trends
  • Get real-time reports on sales performance

The best sales pipeline reporting software.

If you’ve ever asked, “Are we going to hit our number with the sales pipeline generated this month?” then you’re in the right place. Copper’s sales pipeline reports and dashboards allow you to track every lead and sales opportunity in real time so you have data for day-to-day sales performance management, funnel reviews, and pipeline projections.

Sales Tracking

Don’t guess where deals are in the funnel. Know.

Copper pipelines show you where deals are in your sales process on a visual board so you can easily identify risks, see where deals are stalled, and know if it’s competitive. In one click, you can drill down into each deal to see the details of any opportunity, accelerate the deal process, and push the opportunity across the finish line.

Sales Analytics Reps Activity Report

Pipeline review meetings have never been easier.

Copper pipeline reports make it easy to get the answers to key sales questions that you’d normally have to piece together through different sources and tools. Sales activity, committed and blocked deals, sales forecast, lead generation activity—you’ll always have an accurate view of your sales funnel without having to pull endless reports.

Sales-analytics-reporting

Be an awesome sales leader.

It’s easy to coach your team to success when you can monitor sales activity in real-time. Copper’s pre-built dashboards give you an up-to-the-minute account of calls made, emails sent, demos set, deals closed, opportunities pushed out, and more. Set goals by rep, team, and territory and use leaderboards to encourage friendly competition to achieve your targets.

Stay on top of your sales pipeline.

Goodbye Data Entry

Copper automatically appends the latest contact information and interaction history to every record so your reps don’t have to.

Pipeline filtering & tagging

Quickly and easily sort and categorize deals by close date, amount, team, or rep with tags and filters to see the status of your current deals.

Real-time deal alerts

Track the status of all your deals to ensure that every prospect gets the attention they need—right when they need it.

Accurate pipeline reporting starts with Copper.

Get a free trial of Copper and see how easy pipeline reporting can be.

Success Story
Testimonial Comparison
Everyone uses Copper because it gives us the pipeline data we need for planning and decision-making. The flexibility has been amazing.
Jeremy RoseCo-founder/COO, Advoc8

Pipeline reporting for every relationship-driven team

Multiple pipelines

Create and manage as many pipelines as you need to run different processes for various types of deals or teams.

Pipeline filters

Easily filter your data to find the information that’s most important to you without pulling multiple reports and piecing data together from disparate sources.

Customizable pipeline reports

With Copper’s custom report builder and Data Studio integration, you can easily create, edit, and export beautiful presentation-ready pipeline reports to share with the entire sales team.

Visual pipelines

Copper offers multiple drag-and-drop pipelines that are completely customizable to your process, ith visual status indicators that show you every opportunity’s status instantly.

Deal inactive monitor

Quickly see which deals haven't had recent follow-up or activity, which makes it easy to know where to focus your attention.

Sales activity reports

Get insight into team activity metrics like calls, emails, and notes to learn what actions lead to closed business in one concise view.

Goal setting

See how your sales number is tracking, and where you’re going to end the quarter against your goal.

Sales leaderboards

Spark friendly competition with seller leaderboards that show top performers by revenue, meeting set, calls made, and emails sent.

Mobile pipeline report

Always on your phone? Receive notifications on your pipeline activity, ping your team, and update sales opportunities on the go.

Copper free trial cta
Automated Reporting

Pipeline reporting minus the spreadsheets.

Give Copper a try for free, no credit card required!