Can I build custom reports without technical knowledge?

Yes. Skode includes a drag-and-drop report builder. Choose your data source (leads, deals, contacts, activities, invoices), select fields, apply filters, and pick a visualization type (table, bar chart, line chart, pie chart, funnel). No code or formula knowledge needed.

Can I schedule reports to be emailed automatically?

Yes. Any report or dashboard can be scheduled for automatic email delivery — daily, weekly, monthly, or custom intervals. Reports are sent as interactive links or PDF attachments to any email address, including team members, managers, and external stakeholders.

What types of dashboards are available?

Skode includes pre-built dashboards for sales pipeline, revenue forecasting, team performance, activity tracking, and lead funnel. You can also create fully custom dashboards by arranging report widgets in a grid layout. Each user can have their own personalized dashboard.

Does Skode track deal velocity?

Yes. Deal velocity tracking measures the average time deals spend in each pipeline stage, overall cycle time from creation to close, and velocity trends over time. This helps you identify bottlenecks and optimize your sales process.

Are reports available on the free plan?

Yes. The free plan includes basic reporting — pre-built dashboards, standard reports, and basic filtering. Paid plans unlock the custom report builder, scheduled email delivery, advanced visualizations, and team leaderboards.

Can I add calculated columns and AI insights to reports?

Yes. Skode CRM reports support calculated columns where you can create formulas based on existing data. The AI insights bar analyzes your report data and surfaces trends, anomalies, and actionable recommendations automatically.

bar_chart40+ Reporting Features

Real-Time Dashboards & Custom Reports

Custom report builder, AI-powered forecasting, team leaderboards, scheduled email reports, deal velocity tracking, and activity analytics. Data-driven decisions, not guesswork.

40+reporting features

Real-Timedashboard updates

PDF + Emailscheduled delivery

See Your Data Clearly — Free All Featuresarrow_forward

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Reports That Drive Revenue

From pipeline health to team performance, every metric you need is one click away.

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Custom Report Builder

Drag-and-drop report creation. Choose data sources, fields, filters, and visualization types. No code or formulas required.

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Sales Forecasting

AI-weighted revenue forecasts based on pipeline data, historical close rates, and seasonal patterns. Updated in real time as deals move.

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Team Leaderboards

Gamified team performance tracking. Rank reps by deals closed, revenue generated, activities completed, or any custom metric.

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Scheduled Email Reports

Automatic report delivery — daily, weekly, or monthly. Send to team members, managers, or external stakeholders as links or PDF attachments.

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Deal Velocity Tracking

Measure average time in each pipeline stage, overall cycle time, and velocity trends. Identify bottlenecks and optimize your process.

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Activity Analytics

Track calls, emails, meetings, tasks, and notes per rep and per team. Correlate activity volume with deal outcomes to find winning behaviors.

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Dashboards for Every Use Case

Start with pre-built dashboards, then customize or build your own from scratch.

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Revenue Dashboard

Total revenue, MRR, ARR, growth rates, and revenue by source, product, and rep.

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Pipeline Dashboard

Pipeline value, stage distribution, weighted forecast, and pipeline coverage ratio.

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Team Dashboard

Rep performance, activity metrics, quota attainment, and team leaderboards.

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Lead Funnel

Lead-to-opportunity conversion rates, source performance, and funnel drop-off analysis.

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Reports — Frequently Asked Questions

Related Features

Explore more capabilities that work together.

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See Your Data Clearly — Free

Real-time dashboards and custom reports from day one. No credit card required.

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