A sales dashboard, the weighted value of open deals and goals per team — the manager decides on data, not on optimistic estimates.
Without reporting, a sales manager flies blind: they don't know which rep is performing, where deals stall or how much is really in the pipeline. 4softcrm builds its reports straight from the pipeline: deal value per stage, the weighted value of open deals (value × the win probability of their stage), won and lost deals, activities per rep and progress towards goals. Custom reports let you choose the data you need and export it to CSV. Everything is computed from the data your team enters, hosted in the EU.
The 4softcrm dashboard shows the state of sales at a glance: total pipeline value by stage, deals won in the period, activities per rep and deals that are rotting. You no longer wait for a report assembled by hand in Excel — the numbers come from the deals and activities the team already records.
The question "how much will we close?" usually gets an optimistic answer. The weighted value gives a more sober one: every open deal counts with its value multiplied by the win probability of the stage it is in. A 10,000 deal in a 20% stage counts as 2,000. You set the probabilities per stage, so the number reflects your own process.
Goals let you set targets — for example value won per month — for the team or for each rep, and follow the progress against them. Alongside, the activity reports show the calls, meetings and tasks logged by each person, which is the basis for an objective coaching conversation.
Beyond the dashboard, you can define your own reports: choose the data (deals, leads, contacts, companies), the filters and the columns, then run them whenever you need and export the result to CSV. Data stays in the EU, GDPR-compliant, and through the API you can also take it into your own systems.
On each open deal’s value multiplied by the win probability of its stage. You set the probabilities per stage, so the number follows your own sales process.
No. It shows the weighted value of the open pipeline and your progress towards goals — numbers computed from the data you enter, not a prediction model.
Yes. You set goals for the team or for each rep and follow the progress against them in the CRM.
Yes. Custom reports let you pick the data, the filters and the columns, run them on demand and export the result to CSV.
Reports are included on every plan; plans differ only by the number of users (5, 25, 50 or 100).
In the European Union, GDPR-compliant. Reports are computed from your data hosted in the EU.
A dashboard, weighted pipeline value and custom reports — informed decisions, not optimistic month-end estimates.
