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Dashboards and reports·Updated Oct 16, 2026

Sales reports

Open the four sales reports to see what your pipeline is worth, how many deals you won and lost, which deals went quiet and what you will close.

Spodus has four ready-made reports about your deals. Each one answers one question, with a few headline numbers, a chart and a table you can export.

Things to know

  • Reports count only the deals you are allowed to see.
  • Every report except Stale deals places deals by their close date. A deal with no close date is left out. Weighted pipeline adds a note that says how many open deals have none.
  • Most numbers and table cells are links. Click one to open the deals behind it.
  • Reports are fixed. You pick the period and filters, but you can't add your own report.
  • Export CSV downloads the table. Free exports up to 10,000 rows, Starter and Growth up to 100,000.

Open a sales report

  1. Click Dashboards in the rail.
  2. Click Reports in the panel.
  3. Under Sales, click a report.

The four reports

ReportWhat it shows
Weighted pipelineOpen deals closing in the period. Shows Weighted value, Total value and Open deals, with a table by stage. Weighted value is each deal's amount times its probability, or its stage's default probability.
Won and lostDeals closed in the period. Shows Won value, Won deals, Lost deals and Win rate, with a table by owner.
Stale dealsOpen deals with no activity for a while. Shows Stale deals, Stale value and Share of open pipeline, and lists each deal with its Last activity.
Forecast by close monthPer close month: Won so far, plus open deals weighted by probability (Forecast) or counted in full (Best case). Lost deals are left out.

Change what a report covers

Above the figures:

  • Period: such as This quarter, Next quarter or Last 12 months. Pick Custom… to set From and To dates. Stale deals has no period. Use Quiet for to choose 14, 30 or 60 days instead.
  • Owner: Anyone, Me, a team or one person.
  • Compare to previous period: on Won and lost, shows the change against the period before.

Related

  • Build a dashboard
  • Revenue reports
  • Your deal pipeline
  • Win or lose a deal
PreviousBuild a dashboardNextRevenue reports
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On this page

  • Things to know
  • Open a sales report
  • The four reports
  • Change what a report covers
  • Related