Reports & Analytics
Track your sales performance with pipeline dashboards, activity reports, and revenue forecasting.
Dashboard Overview
The Rally dashboard gives you a real-time snapshot of your entire sales operation. It's the first thing you see when you log in, and it updates automatically as your team works.
Dashboard Widgets
Pipeline Summary
Total deals, total value, and weighted value broken down by stage.
Revenue Trends
Monthly revenue chart showing closed-won deals over time.
Recent Activity
Live feed of the latest emails, calls, meetings, and notes across your team.
Conversion Funnel
Visual funnel showing how deals progress from lead to close.
Pro Tip
Start every morning with a 60-second dashboard review. Check your pipeline value, scan recent activity, and identify any deals that need attention. It's the fastest way to stay on top of your pipeline.
Pipeline Reports
Dig deeper into your pipeline with detailed reports that help you understand deal flow and identify bottlenecks.
Available Pipeline Metrics
- Deals by stage — see how many deals are in each pipeline stage
- Average deal size — track the average value of deals across your pipeline
- Win/loss ratio — measure your close rate over time
- Average time in stage — identify stages where deals stall and coach your team to move them forward
Activity Reports
Activity reports give you visibility into your team's daily output and help managers ensure consistent outreach.
Activity Breakdowns
- By type — calls, meetings, notes, and tasks logged per period
- By team member — activity volume per rep for performance reviews
- Trends over time — weekly and monthly activity trends to spot patterns
Pro Tip
Set a team-wide daily activity target (e.g., 20 calls and 5 meetings per rep) and use activity reports to track progress. Teams that measure outreach consistently close more deals.
Revenue Forecasting
Rally calculates forecasted revenue using weighted pipeline values. Each deal's value is multiplied by its stage probability to produce a realistic revenue estimate.
Weighted pipeline value = deal value × stage probability. A $100,000 deal at the Negotiation stage (75%) adds $75,000 to your forecast.
The forecasting view also factors in expected close dates, so you can see projected revenue by month or quarter. Use this to set realistic targets and communicate confidently with leadership.
Custom Date Ranges
All reports in Rally support custom date ranges. Use the date picker at the top of any report to filter data to a specific time period.
Common presets include this week, this month, this quarter, and last quarter. You can also set a completely custom range for ad hoc analysis or period-over-period comparison.
Exporting Reports
Export any report as a CSV or Excel file for offline analysis, executive presentations, or import into business intelligence tools.
Click the export button at the top of any report view. The exported file includes all data matching your current filters and date range.
Pro Tip
Schedule a weekly export of your pipeline report and share it with leadership. Consistent reporting builds trust and keeps everyone aligned on revenue targets.