Analytics

Data-driven decisions, not gut feelings

Dashboards, reports, AI insights, goals, and leaderboards. Everything you need to measure, motivate, and improve.

Customizable Dashboard

Your command center. See the metrics that matter at a glance.

  • Drag-and-drop dashboard widgets
  • Pre-built widgets: pipeline value, activities, deals won, revenue
  • Date range filters for any time period
  • Per-user and team-level views
  • Real-time data, no manual refresh needed

AI Daily Briefing

Every morning, the AI reviews yesterday's wins, losses, activities, and pipeline changes. Deals at risk are flagged. Follow-ups due are surfaced. Your entire day is prioritized before you open your inbox.

  • Summary of yesterday's wins, losses, and key activities
  • Deals at risk and follow-ups due today
  • Pipeline changes and trending metrics
  • Personalized per user based on their contacts and deals
  • Delivered to your dashboard every morning
  • Predictive deal close probability
  • Anomaly detection in pipeline health
  • AI-suggested follow-up timing from win/loss patterns

Reports

Pre-built and custom reports to understand your sales performance.

  • Pre-built reports: pipeline, revenue, activities, conversion rates
  • Custom report builder with filters and grouping
  • Export reports as CSV for further analysis
  • Schedule reports to be delivered via email
  • Compare time periods to spot trends

Goals & Quotas

Set targets and track progress for your team.

  • Revenue targets per user, team, or company-wide
  • Activity goals: calls, emails, meetings per period
  • Visual progress bars on dashboard and leaderboard
  • Automatic tracking against CRM data
  • Monthly, quarterly, and annual goal periods

Leaderboard

Motivate your team with transparent performance rankings.

  • Rank reps by revenue, deals closed, or activities
  • Configurable time periods and metrics
  • Team and individual views
  • Gamification that drives healthy competition

Win/Loss Analysis

Learn from every deal outcome to improve your process.

  • Track win and loss reasons on every closed deal
  • Analyze patterns by source, owner, stage duration, and deal size
  • Conversion rates by pipeline stage
  • Identify where deals stall and why
  • Data to inform coaching and process changes
AI-Powered

AI spots the patterns you'd miss

Beyond dashboards — AI analyzes your data to surface insights humans overlook.

Win/loss pattern analysis by source, owner, and deal size
Revenue forecast anomaly detection
Team performance insights and coaching data
Automatic report generation from natural language

Related Resources

Feature

CRM Features

Pipeline management, contacts, deals, quotes, and team collaboration in one platform.

Feature

Email & Campaigns

Gmail and Outlook sync, campaigns, sequences, templates, and deliverability tracking.

Solution

Sales Teams

See how Laureo helps sales teams close more deals with less busywork.

Frequently Asked Questions

Laureo includes pipeline reports, revenue forecasting, activity reports, win/loss analysis, team leaderboards, goal tracking, campaign analytics, and customizable dashboards — all built-in with no add-ons required.
Yes. Laureo provides customizable dashboards with drag-and-drop widgets, configurable date ranges, and filters so you can build the exact reports your team needs.
Yes. Laureo calculates weighted pipeline values based on deal amounts and stage probabilities, giving you accurate revenue forecasts that update in real-time as deals progress.
Yes. The team leaderboard and goal tracking features let you monitor individual and team performance across key metrics like deals closed, revenue generated, activities completed, and quota attainment.

Start tracking what matters

Real-time analytics on every plan.

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