Flexible insight reports
Easily create custom reports pulling from any object and attributes you track in Attio.Sophisticated historical reports
Understand how the makeup of your pipelines and customer base has changed over time with Historical Reports.Pipeline analytics reports
Easy to use specialty reports for the most common pipeline analyses: Funnel, Time in Stage and Stage Changed reports.Dashboards
Organize your reports into dashboards for specific teams, segments, and projects.
Reports
Track team performance, pipeline health, and the overall state of your business.
What we’ll be covering
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Dashboards
Configure dashboards to hold your reports.
Create reports
Find out how to create reports to visualize your data.
Manage reports
Learn how to manage, edit, and delete reports.
Build a sales reporting dashboard
Build a sales dashboard with these reports to analyze your sales cycle and funnel.