Kroolo CRM · Sales analytics
Sales analytics: answers without waiting for a report.
Live dashboards for pipeline, win rate, cycle time and forecast. Ask a question in plain language and get a chart you can share.
Every chart type
See your sales in every shape that fits.
Column, bar, line, pie, battery, gauge and more. Pick the chart that tells the story and Kroolo keeps it live.
Column
Compare periods at a glance.
Bar
Rank teams, regions or reps.
EMEA86
APAC71
AMER58
Line
Trends, forecast and commit.
Area
Volume over time.
Donut
Share of a whole.
64%done
Pie
Simple splits, one glance.
Battery
Capacity, quota and budget.
Quota82%
Budget54%
Capacity27%
Gauge
One KPI against its target.
74%
of target
Funnel
Where deals drop off.
Leads
1,240
Qualified
570
Proposal
298
Won
94
Stacked
Parts of each period.
Heatmap
Spot patterns by day and hour.
Progress ring
Goals and completion.
88%Won
63%Goal
41%Pace
Why Sales analytics
Numbers your team can trust and use.
Ready-made dashboards
Pipeline, activity, conversion and revenue views that work from day one.
Ask in plain language
Type a question and get a chart, with the data behind it one click away.
Forecasting
Commit, best case and weighted forecasts by team, region and quarter.
Rep performance
Compare quota attainment, activity and win rate across the team.
Funnel and conversion
See where deals drop between stages and what to fix.
Scheduled reports
Send dashboards to leaders by email every week or month.
Dashboards
A dashboard for every role.
Start from templates for reps, managers and leaders, then change anything. Every number links to the deals behind it.
Templates for pipeline, activity and revenue
Drill from any chart to the records
Filters by team, region and period
Share and embed inside Kroolo
Performance
Quota attainment, rep by rep.
Compare attainment, activity and win rate across the team and spot who needs help or who has a method worth sharing.
Quota and attainment tracking
Activity and conversion by rep
Cohorts by hire date or segment
Leaderboards you can switch off
Funnel
See where deals drop and why.
Track conversion and time in stage across the funnel, and read loss reasons next to the numbers.
Stage-to-stage conversion
Average time in stage
Win and loss reasons
Source and segment comparison
Kroolo AI
Ask about your sales in plain words.
Type a question and Kroolo AI builds the chart, shows the data behind it and lets you pin it to a dashboard.
No query language to learn
Every answer links to the records
Pin answers to shared dashboards
Which deals will slip this quarter?
Four deals ($182k) are likely to slip: no activity for over 14 days and close dates in the next 10 days. Largest: Helio Foods expansion ($46.5k). I pinned the chart to your pipeline dashboard.
View dealsShare chartSchedule weekly
Built for the whole team
One system, every role.
Sales leader
Run the business from one view.
Pipeline, forecast, attainment and risk on one page, current to the minute.
RevOps
Answer questions without building reports.
Self-serve dashboards and plain-language queries free you for the work that matters.
Sales rep
Know where you stand.
See your attainment, your pipeline and what to do next, without asking.
Why teams switch
Less admin, more selling.
How it works
Three steps, no spreadsheets.
1
Connect
Your CRM data is already here, plus any source you connect.
2
Explore
Filter, drill down or ask a question in plain language.
3
Share
Pin to a dashboard or schedule it to your leaders.
FAQs on Sales analytics
More in Kroolo CRM
CRM overviewExplore
More from Kroolo CRM
- Billing and Invoicing from Signed DealsCreate invoices from accepted quotes, schedule recurring billing and chase late payments automatically, so sales and finance see the same numbers.
- Lead Capture, Scoring and RoutingPull leads from forms, email, events and imports into one list. AI scores each lead, removes duplicates and routes it to the right owner in seconds.
- Opportunity Management with AITrack value, stage, stakeholders and next steps for every deal. AI keeps notes and risks current so nothing slips before the close date.
- Visual Sales Pipeline and ForecastDrag deals across stages on a visual board, forecast by stage and spot at-risk revenue early, with one live view for managers and reps.
- Quotes, Approvals and E-SignatureBuild quotes from your product catalogue, route discounts for approval and collect e-signatures, with every version tied to the opportunity.