Products
One platform for the entire B2B revenue cycle
Six connected modules that share one customer record, from first lead to renewal.
Lead ManagementAccounts and ContactsPipeline and DealsActivities and Follow-upsReports and ForecastingSecurity and Administration
Reports and Forecasting
Board-ready numbers without a data team
Start from 21 ready-made reports or build your own on any field, then follow pipeline, revenue and activity on live dashboards.
- 21 standard reports across deals, leads and activity
- Custom reports with count, sum and average
- Group by owner, region, stage or industry
- Revenue against target and weighted pipeline
ReachIQ Reports and Forecasting
Pipeline
82
Won
54
Target
70
Activity
64
Quarterly forecast shared with leadership
Right-sized
The same product, configured for your scale
Small business
Live in a day with CSV import. No consultants or setup fees. Simple pipeline the whole team understands.
See the solutionMid-market
Team-level dashboards and forecasts. Lead scores and owner assignment. Custom properties for your process.
See the solutionEnterprise
Audit log and privacy controls. Teams, seats and roles. Data export, and account deletion on request.
See the solutionReports and Forecasting
Everything included in reports and forecasting
Standard reports
- 21 reports across deals, leads, contacts, companies and activities
- Grouped by category for quick browsing
- Bar chart plus table with share of total
- Copy any report as CSV
Custom reports
- Pick a data source: leads, contacts, companies, deals, tasks, calls or meetings
- Measure: count, sum or average of any number field
- Group by any property, with dates grouped by month
- Filters such as in the last 30 days or greater than
Analytics
- Revenue against target by month
- Conversion funnel from lead to closed won
- Closed won by rep
- Leads by source and call outcomes
Sharing
- Duplicate and edit saved reports
- Bar, donut or table views
- Sort by value or label and show the top results
- Revenue target set in your settings
On screen
Fields you will work with
These fields come ready to use. Add your own with custom properties.
Pipeline value by stageDeal value by ownerDeal value by accountLost deals by reasonOpen pipeline by ownerLeads by sourceLeads by statusLeads by ownerContacts by lead statusContacts by preferred channel
FAQ
Questions about reports and forecasting
Do I need a data analyst to build reports?
No. Choose a data source, a measure and a group, then save. The preview updates as you go.
Can I export a report?
Yes. Copy any report as CSV and paste it into a spreadsheet.
Where do revenue targets come from?
Set a monthly revenue target in your settings and it appears on the Home chart and analytics.
Try ReachIQ with your own data
Start free, then add capacity and controls as you grow.