Reports & Analytics

Know Your Numbers

From total sales and closing ratios to marketing ROI and sales rep performance — see everything in real-time dashboards and detailed reports.

Data-driven decisions

Sales performance Total sales, closing ratios, and revenue tracking broken down by rep, team, or time period.
Marketing ROI Cost-per-lead and cost-per-sale by lead source so you know where to spend your budget.
Rep performance Track individual sales rep metrics, closing rates, and commission earnings.
Lead source breakdown See which marketing channels bring in the most leads and highest-value deals.
Custom reports & PDF export Build custom reports with filtering and export them to PDF for meetings and reviews.

Join contractors who use Best ROI CRM to manage their leads, close more deals, and run their operations more efficiently.