In two lines: in CRM > Performance > Reports you have ready-made reports with your sales numbers — deals created, won, revenue and win rate — broken down by month, salesperson, channel or lead source. Open one and it renders with your real data; duplicate it to customize it.
The ready-made reports (start here)
The Reports tab (second tab of Performance) lists the system reports first, ordered from general to specific. Each one opens with KPI cards, charts and a full table over the selected period:
- Sales by month — deals created, won and lost, revenue and win rate month by month. The starting point to read your overall trend.
- Performance by salesperson — created, won, win rate, revenue and average ticket per owner. Who closes the most and with what quality.
- Sales by channel — deals and revenue by acquisition channel: Meta, Google, WhatsApp, web, manual...
- Sales by lead source — the same numbers, but by each specific source you configured in CRM > Settings > Sources (a particular form, a WhatsApp line, a campaign).
Below those you'll find more specific reports: sales activity by salesperson, quotes by product line, forecast, and sources by country.
Channel vs. Lead Source: the Channel is the high-level acquisition bucket (Meta, Google, WhatsApp, web, manual). The Lead Source is the specific entry point you configured in CRM > Settings > Sources — one channel can hold several sources. Use "Sales by channel" for the big picture and "Sales by lead source" for the detail.
How do I change the period?
Every report opens with the last 30 days by default. Use the date selector at the top of the report to switch to this month, the last quarter or any custom range — all KPIs, charts and tables recalculate with your real data.
Building your own report
- System reports are read-only. To customize one, open it and choose Duplicate to edit — you get your own editable copy with the same items.
- Or start from zero with New report and add KPIs, charts and tables.
- For each item, pick the metrics (deals, won, win rate, revenue, average ticket...) and the dimensions to break them down by: month, owner, channel, lead source, country, stage, label...
Reports answer how much and who; Attribution answers which campaign brought each sale and the real ROAS against your ad spend. They complement each other.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.