Lead Source Performance
Per-source lead counts, converted counts, and conversion rates, with workspace totals and an overall conversion rate.
CRM Feature
CRM Reports That Show Where Revenue Actually Comes From
The CRM reports page answers two questions every sales leader asks: which lead sources convert, and where is pipeline value sitting right now — with summary totals and per-row breakdowns computed from your live records.
Source-level conversion rates
Per-stage deal counts and value
Live summary totals
Reporting across the CRM module
Dashboard charts and metrics complement the dedicated lead source and pipeline-by-stage reports.
Overview
Two Focused Reports, Computed from Live Records
The Lead Source Performance report groups your leads by source and shows, for each source, the total number of leads, how many converted, and the resulting conversion rate — with workspace-wide totals summarized above the table. It turns your configurable lead source list into an answer about where good leads come from.
The Pipeline by Stage report breaks your pipelines down stage by stage: deal count, stage probability, ordering, and the total amount sitting in each stage, plus overall deal count and value summaries. Amounts respect the default currency configured in your CRM settings.
Capabilities
What Reports Can Do
Every capability below reflects functionality implemented in the TenantSaaS CRM module.
Pipeline by Stage
Per-stage deal counts, probabilities, and value totals across your pipelines, with summary deal count and total value.
Workspace currency
Report amounts use the default currency set in your CRM settings.
Dashboard companion metrics
Conversion rate, win rate, pipeline value, and trend comparisons on the CRM dashboard extend the reports page.
Chart widgets
Customer growth and customer status charts visualize how your customer base is developing.
Record Management
Working with Reports Day to Day
- Reports are computed live from lead and deal records — no exports or manual refresh steps.
- Lead Source Performance summarizes total leads, total conversions, and the overall conversion rate.
- Pipeline by Stage summarizes total deal count and total pipeline value across stages.
- Access is permission-gated per role, and data is always scoped to the active workspace.
How It Works
The Reports Workflow
This flow follows the statuses, actions, and events implemented in the CRM module.
Keep sources on leads
As leads are captured with sources and converted over time, source performance data accumulates automatically.
Work deals through stages
Stage moves on the board or the deal record keep per-stage counts and values current.
Read the source report
Compare conversion rates across sources to see which channels produce leads that actually close.
Read the stage report
Spot stages where value accumulates or stalls, and rebalance sales attention accordingly.
Access Control
Who Can See and Manage Reports
Report access is permission-gated per role, and the page verifies the workspace’s CRM availability before rendering.
Reports are computed per workspace, keeping every tenant’s numbers isolated.
Page-level permissions control which roles can open CRM reports.
FAQ
CRM Reports FAQ
Answers reflect the CRM implementation that ships with TenantSaaS.
Which CRM reports are included?
Two dedicated reports — Lead Source Performance and Pipeline by Stage — plus the CRM dashboard’s fifteen date-ranged metrics with trends.
What does Lead Source Performance show?
For each lead source: total leads, converted leads, and the conversion rate, with workspace totals and an overall conversion rate summarized above.
What does Pipeline by Stage show?
For each pipeline stage: the number of deals, the stage’s probability, its order, and the total deal amount, plus overall totals.
Which currency do reports use?
Amounts are shown in the default currency configured in your CRM settings.
Are reports computed in real time?
Yes. Both reports query live lead and deal records each time the page loads.
Can report access be restricted?
Yes. The reports page is permission-gated per role and always scoped to the active workspace.
Put CRM Reports to Work
Start a free TenantSaaS workspace and manage reports alongside the rest of the CRM module.