The standard report library — pipeline, win/loss, forecast, case volume, SLA performance and more.

Reports

Reports are filterable, exportable lists with grouping and summary totals. Where dashboards show the what, reports answer the why and which.

Standard reports

HotCRM ships with these reports out of the box:

Report	What it shows
Pipeline by Stage	All open deals grouped by stage with $ totals
Forecast vs Actual	Closed Won vs forecast, by period
Win/Loss Analysis	Closed deals grouped by win/loss with reason breakdown
Sales Cycle Length	Days from creation to close, by owner and product
Top Performing Reps	Bookings leaderboard
Stale Opportunities	Deals with no activity in 14+ days
Big Deals Won	Closed-won opportunities ≥ $100K
Discount Approval Activity	All approval requests by status and approver

Report	What it shows
Lead Conversion Funnel	New → Working → Qualified → Converted
Lead Source ROI	Volume, conversion rate, and revenue by source
Aged Leads	Leads in New or Working status > 30 days

Report	What it shows
Case Volume by Origin	New cases by Email / Phone / Web / Chat / Portal
SLA Performance	% first-response on time, % resolved on time, by priority
Case Resolution Time	Average time-to-resolve, by category and agent
Top Accounts by Case Volume	Accounts with the most cases
Reopened Cases	Cases reopened in the period (quality signal)
CSAT by Agent	Average customer satisfaction by agent

Report	What it shows
Contracts Expiring	Active contracts ending in next 30/60/90 days
Active Contracts by Product	Recurring revenue rollup
Renewal Pipeline	Opportunities tied to renewing contracts

Report	What it shows
Campaign ROI	Spend vs sourced/influenced pipeline and revenue
Campaign Engagement	Open / click / response / conversion by campaign

Every report has the same basic controls:

Control	What it does
Filter	Add criteria (date range, owner, stage, etc.)
Group by	Roll up by any field — owner, stage, product, region
Sort	Click any column header
Summary	Show totals, averages, min, max at group and overall level
Drill in	Click any row to open the source record
Export	Download as CSV or Excel
Save as	Save your filtered/grouped version with a new name
Schedule	Email a PDF or CSV on a recurring schedule
Subscribe	Get notified when the report changes

A user only sees records they have access to — a rep running Pipeline by Stage sees their own deals; a manager sees the team's.
Admins can lock down which fields appear in reports via Field-Level Security.
Sensitive reports can be restricted to specific profiles.

Anyone with the Report Builder permission can:

For more advanced analysis — multi-object joins, time-series, cohort analysis — use cubes.

The most common way to consume reports is by email subscription:

Frequency: daily, weekly, monthly.
Day & time of delivery.
Format: PDF (formatted) or CSV (raw data).
Recipients: yourself, a team alias, or specific users (subject to their own permissions).

A common pattern:

✅ Save filtered versions for the views you run weekly — don't re-filter from scratch.
✅ Use Group by Owner on team reports to spotlight outperformers and stragglers.
✅ Export to Excel only when you need to combine with external data — otherwise stay in-app for live data.

✅ Schedule Stale Opportunities weekly to your team — it forces follow-up discipline.
✅ Use Win/Loss Analysis monthly with sales coaches — it's the single best coaching tool.

✅ When users keep building the same report, promote it to the standard library.
✅ Retire reports no one runs — keep the library curated.
✅ Set up default report folders by team (Sales, Service, Marketing, Exec) for easy discovery.