Monthly and quarterly revenue forecast, a list of deals at risk and the exact pipeline bottlenecks — with no third-party BI. Sales and support in one product.
Forecast from a weighted pipeline · CSV export · launch from 2 hours
Every report answers a concrete sales-leader question — what to do today and whether you will hit the plan.
The weighted pipeline and Pipeline Coverage show expected close for the month and quarter — before the period ends, not after the fact.
Stale deals with no movement and pipeline value by stage — you see which deals to pick up right now.
Loss reasons and Win/Loss breakdown — why you lose deals and at which stage, not guesswork.
Automation Insights: number of AI actions, hours saved and success rate — automation ROI in numbers.
Eight core CRM reports — from the overall sales pulse to the revenue forecast. Each answers a concrete question.
Sales health for the period with auto-comparison to the previous one.
Answers the question: How are sales going this period overall? Who is best? Are we growing?
How leads move through the funnel and the quality of sources.
Answers the question: Where do the best leads come from? At which stage do we lose them? Why does the funnel stall?
Pipeline value and health, and the reasons behind losses.
Answers the question: How much money is in the pipeline? Why do we lose? Where is the money stuck?
Growth and distribution of the customer base across stages.
Answers the question: Is the base growing? How long does it take to move a contact to a deal?
The team’s follow-up discipline and throughput.
Answers the question: Are we keeping up with follow-ups? Who is productive and who is drowning in overdue tasks?
The link between the number of touches and deal outcome.
Answers the question: Are we working deals hard enough? How many touches lead to a win?
Plan vs actual for team and individual goals.
Answers the question: Are we on track to plan? Who is behind their goal?
Advanced analytics: weighted forecast and pipeline health — more below.
Answers the question: Will we hit the revenue plan? Which deals to save? Where does the funnel slow down?
The forecast is computed from your actual deals: amount × stage probability plus historical conversion. Not an ML prediction — transparent pipeline arithmetic.
How many times the weighted pipeline covers the period target.
Answers the question: Will we hit the revenue plan? Which deals to save? Where does the funnel slow down?
Beyond the eight core reports — deep cuts for targeted decisions on the pipeline and deals.
Wins and losses with reason breakdown and comparison to the previous period.
Answers the question: Why do we win and why do we lose — and is it getting better?
Conversion and average time for each stage — in money and days.
Answers the question: Where is the funnel narrow and at which stage do deals sit longest?
One widget: total leads, conversion, average lead score, average deal cycle.
Answers the question: What is the summary lead picture at a glance?
Statistics for a specific task board and its statuses.
Answers the question: How loaded is a specific board and its statuses?
In the deal card: win probability, recommended actions, risk factors.
Answers the question: What is the probability of winning the deal and what to do now?
CRM automation clears the routine on tasks, leads and deals. Automation Insights shows the ROI of that work in numbers — how many actions and how much time.
Answers the question: How much does AI save and what is worth scaling?
More on AI automationShared properties across all analytics — periods, export, cuts and role-based access. No need to reconfigure for every report.
7 and 30 days, 3 / 6 / 12 months or a custom date range.
By day, week, month and year — adaptive to the chosen period.
For every report; heavy CRM exports are prepared in the background and arrive as an email link.
By pipeline, stage, source, product and employee.
View, export and forecast separately — everyone sees their own.
Data refreshes often and dashboards open instantly.
From a weighted pipeline: each deal amount × its stage probability, plus expected close for the month and quarter. This is not an ML prediction or a black box — it is computed from your actual deals and historical stage conversion.
How well the pipeline covers the plan — how many times the weighted pipeline exceeds the period target. ≥3× is green (buffer in place), ≥1× is yellow (just enough), <1× is red (not enough pipeline, you need new deals).
Yes, for every report. Heavy CRM exports are prepared in the background and arrive as an email link so you don’t have to wait at the screen.
Access is role-based — view, export and forecast separately. A manager sees the whole sales picture; a rep sees their own deals, tasks and goals.
Yes. Automation Insights shows the number of AI actions, hours saved and the success rate of automations, plus the top rules that fire most often.
No. All analytics are built into Zukko.AI: sales and support in one product, no third-party BI. Launch for small and mid-size business — from 2 hours.
Connect sales and support and get the forecast, deals at risk and pipeline bottlenecks — with no third-party BI. Launch from 2 hours.
Onboarding from 2 hours · CIS banks and large business — up to 30 days