CRM analytics that show where the quarter stands.
Laureo reads your deals, contacts, activity and invoices where they already live, so the numbers are current without an export. Every plan gets the built-in report library, dashboards, a weighted sales forecast and win/loss analysis. Business and Ultra add the custom report builder, scheduled email delivery, goals and quotas, and the sales leaderboard.
The reporting tool, the forecast spreadsheet and the quota tracker a sales team keeps beside its CRM, in the CRM.
What is CRM analytics?
CRM analytics turns the records a sales team already keeps (deals, contacts, activities and invoices) into reports, forecasts and goals, so you can see what is closing, what is stalling and who is on pace. In Laureo it runs on the same database as the pipeline, so a report is current the moment a deal moves.
Nothing has to be synced or exported first. A report reads the live records, and any report exports to CSV when you want the rows somewhere else.
What does sales forecasting software do?
Sales forecasting software projects how much revenue will close and when, from each open deal, its amount, its stage and its expected close date. Laureo shows that on every plan as a weighted pipeline, a committed figure and a best case, by month, quarter or year, with the gap to quota beside them.
The gap to quota reads your own revenue goal on Business and Ultra, where goals live; on Pro you type the quota in and the view does the subtraction.
How much does sales analytics software cost?
Many CRMs keep forecasting and analytics for a higher plan priced per seat: as of October 28, 2026, monday CRM lists sales forecasting and sales analytics on Pro at $28 per seat a month billed yearly, and Zendesk Sell lists them on Growth at $55 per seat a month. Laureo includes the report library and the forecast on every plan: Pro from $83.33/mo billed annually ($99.99 month-to-month).
Listed prices were checked on October 28, 2026. One workspace plan with one full seat included on Pro and two on Business and Ultra; add seats as you grow, and the same subscription covers the CRM, the inbox, campaigns and invoices.
| CRM | Analytics it lists | Plan and listed price |
|---|---|---|
| monday CRM | Sales forecasting and sales analytics | Pro, $28 per seat a month, billed yearly |
| Zendesk Sell | Forecasting and analytics | Growth, $55 per seat a month |
| Freshsales | Deal insights | Pro, $39 per seat a month, billed annually |
| folk | Dashboards, from the Premium plan | Premium, $48 per seat a month, billed yearly |
| Laureo | Reports, dashboards, the forecast and win/loss on every plan | Pro from $83.33/mo billed annually ($99.99 month-to-month) |
Sales analytics software that ships with the CRM
Open Reports and the questions a sales team asks every week already have an answer. The library runs on the live records, with a date range and an Everyone or Mine switch on each report.
- OverviewOpen pipeline, won revenue, pipeline by stage and deals by owner on one page.
- Sales ForecastOpen deals by expected close month, then by stage or by owner.
- Pipeline AnalysisA stage-by-stage funnel that shows where deals stall or drop out.
- Activity ReportCalls, emails, meetings and tasks by week, so the effort keeps up with the target.
- Inactive Leads & CustomersAccounts that went quiet, with the owner and the date of the last contact.
Any report exports to CSV or prints to PDF, and the file keeps the filters and the date range you set.
Sales dashboard software without a second login
A dashboard sets several reports side by side on one grid: the built-in ones, and on Business and Ultra your own saved reports. Each widget draws the same chart its report draws, so the figures you check each morning sit on one screen.
- Dashboards on every plan3 on Pro, 5 on Business, and unlimited on Ultra.
- Built from reports you trustA widget is a report, so a dashboard figure and its report never disagree.
- Daily priority briefingA rule-based list of what needs you first, on your home screen each morning.
Sales forecasting software with the gap to quota in view
The Forecast view on Deals sorts every open deal into buckets by expected close date or by forecast category, for the month, the quarter or the year. Four figures sit above the buckets.
- Weighted pipelineEach open deal counts at its amount times its stage probability.
- CommittedThe deals your reps have put in the commit category.
- Best caseCommit plus the deals marked best case.
- Gap to quotaWhat is still missing, read from your revenue goal or from a quota you type in.
Move a deal to another bucket from the view and its close date or category changes with it, so the totals follow. Totals stay in your base currency, and the view says how many deals in other currencies it left out, so a mixed-currency pipeline never adds up wrong.
Build the report your business actually asks for
Start from a template or a blank report, pick one data source, then choose the measures, the groupings and the filters. The sources cover the whole business, not only the pipeline: deals, companies, contacts, activities, tasks, tickets, invoices, payments, quotes, campaigns, bookings and projects.
- A chart for the questionBar, stacked bar, line, area, funnel, a KPI card, or a plain table.
- Filters that stackGroup conditions under one toggle, and narrow a report to whoever opens it.
- Scheduled email deliveryDaily, weekly or monthly, with a summary in the email and the CSV attached.
- Ask in plain languageType "Hey Laureo, revenue by owner this quarter" and the assistant runs the matching report, with a note on how it was calculated.
Goals that score themselves against the clock
Set a goal for a rep, a team or the company on a shared catalog of metrics, from calls made to revenue won. Progress updates from the records, and each goal is scored against where it should be by today, not only against its total.
- Pace, not only progressEach goal says whether it is ahead of or behind the pace it needs.
- One alert when it slipsAn email and a My Work item when a goal first falls behind, then quiet.
- A whole quarter in one gridGive many teammates their targets at once, or vary a target by period.
- A leaderboard on the same metricsRank reps by attainment, by raw totals, or by the most improved.
The board reads the same metrics as the goals, for the week, month, quarter or year, so there is no separate sales leaderboard software to keep in step.
| Goal | Owner | Target | Progress | Pace | Period | |
|---|---|---|---|---|---|---|
| Monthly revenueRevenue Won · Monthly | DPDevon Park | $20,000 | 12% | −28% · at risk | Monthly18d left | |
| Monthly revenueRevenue Won · Monthly | LOLena Ortiz | $20,000 | 28% | −12% · behind | Monthly18d left | |
| Pipeline coveragePipeline Created · Quarterly | Everyone | $180,000 | 62% | ±0% | Quarterly34d left |
Find out why deals close, and why they do not
The Win/Loss page counts the deals that closed in the period you pick, by their close date: win rate, won and lost revenue, average deal size, and the loss reasons your team recorded. An AI analysis then reads those closed deals and writes up the patterns behind them.
It runs on every plan and uses your plan's monthly AI credits. See how AI works across the CRM.
One Monday review, start to finish, in one place
Here is the review a sales manager runs each week, and the Laureo screen behind each step.
- 1Open the Forecast viewWeighted pipeline, committed and best case for the quarter.
- 2Check the gap to quotaRead from the revenue goal on Business and Ultra.
- 3Find the stalled stagePipeline Analysis shows where deals drop out.
- 4Read the leaderboardAttainment by rep on Business and Ultra, on the same metrics as the goals.
- 5Send it to the teamOn Business and Ultra, a scheduled report lands in each inbox on Monday.
The report library, dashboards, the forecast view and win/loss analysis come with every plan. Pro from $83.33/mo billed annually ($99.99 month-to-month). The report builder, scheduled delivery, goals and the leaderboard are on Business and Ultra. Business from $166.66/mo billed annually. Compare every plan.
Reports read the records inside Laureo. Data from another system joins them once you import it, and any report exports to CSV when you want to combine it elsewhere.
Related Resources
- FeatureAutomationThe workflows and auto-tagging that move the records these reports read.
- FeatureSales & CRMThe pipeline, contacts and companies behind every report and forecast.
- FeatureDeals & RevenueQuotes and invoices on the deal, and bookings that create or link the guest's contact, all of it reportable.
- FeatureAI AgentsThe co-pilot that runs a report when you ask for it in plain language.
- PricingWhich reports, dashboards and goals each plan includes.
- ComparisonLaureo vs monday CRMFull feature and pricing comparison.
- GlossaryDashboardWhat a dashboard is and what it shows, defined in plain terms.
- SolutionSales TeamsHow a sales team runs its forecast, quotas and weekly review in one CRM.
Frequently Asked Questions
See the quarter without a spreadsheet
Reports, dashboards and a weighted forecast on every plan, with goals and custom reports on Business and Ultra.
Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.