Advice and answers from the Nutshell Team

Nutshell key features and capabilities explained

Learn how Nutshell organizes your customer information, automates your sales process and uncovers insights so you can win more deals.

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48 articles in this collection
Written by Katherine Mays, Greg Wilson, and Christina David and 1 other
Reporting

Reports overview: built-in report types

Learn about Nutshell's reporting capabilities
Written by Christina David
Updated over a week ago

Show sales in reports

Learn how to add value to leads so you can report on your sales progress toward your goals in Nutshell
Written by Greg Wilson
Updated over a week ago

Sales report

Instantly understand your sales performance and see how you're tracking against quota
Written by Katherine Mays
Updated over a week ago

Losses report

Want insight into why you are losing business? Use the Losses report to determine how much you're losing, and why.
Written by Christina David
Updated over a week ago

New Leads report

Monitor your lead volume to ensure you're keeping the pipeline full
Written by Katherine Mays
Updated over a week ago

Forecast report

Quick view of your sales to date, pipeline, projected sales, and whether your team is on track to meet quota
Written by Katherine Mays
Updated over a week ago

Custom report

Drill down into your leads with a custom report
Written by Greg Wilson
Updated this week

Snapshots: Tracking your Trends

Use Nutshell's snapshots report to see how your business is evolving at a glance
Written by Katherine Mays
Updated over a week ago

Activity report [Nutshell Pro]

Check out your team's progress in the Activity report: see an overview and a detailed report about what your team is up to
Written by Katherine Mays
Updated over a week ago

Funnel report [Nutshell Pro]

Want to track your leads through each stage in your process, and see where you might be losing sales? Look no further!
Written by Christina David
Updated over a week ago

Track and report on competitors

Learn how to add your competitors to Nutshell and report on them, to stay ahead of the game.
Written by Christina David
Updated over a week ago