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Intelligence & Automation · included in every plan

Data-driven decisions, every day.

Real-time dashboards and detailed reports to track team performance, pipeline health, and email effectiveness.

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Reports & Analytics in Vedain CRM
IncludedIn every plan — no add-on pricing, no feature gates
01Pick a report — 55+ ready-made across pipeline, activity, email and revenue.
02Compare and explain — Period comparisons plus AI narratives of what changed.
03Schedule delivery — Reports email themselves to stakeholders on your cadence.
Fifty-five reports, zero exports

Data-driven decisions, every day.

Pipeline, conversion funnels, activity, email performance, revenue attribution, team leaderboards and more — with comparison periods (vs last month, quarter, year), favorites, and scheduled email delivery so the Monday numbers arrive before the Monday meeting.

01Pick a report55+ ready-made across pipeline, activity, email and revenue.
02Compare and explainPeriod comparisons plus AI narratives of what changed.
03Schedule deliveryReports email themselves to stakeholders on your cadence.
What you get

Understand, not just observe

AI explanations turn any report into a plain-English summary of what changed and why it matters. Filters, groupings and date math handle the questions execs actually ask, and report widgets embed into custom dashboards.

Pipeline and revenue reports
Lead source analytics
Email open/click/reply rates
Team activity leaderboards
Conversion funnel analysis
Export to CSV
Reports & Analytics — inside the product

Part of Vedain, not bolted on

Reports & Analytics works on the same records, permissions and reports your team already uses — one platform, one price.

Custom DashboardsYour KPIs, your way.Workflows & AutomationPut repetitive work on autopilot.AI Agent MarketplaceConnect 30+ AI tools in one click.Team & PermissionsThe right access for every person.All 27 features

Questions

Can reports be emailed automatically?Yes — schedule any report daily, weekly or monthly to any recipients; delivery runs on the hour you choose.
Do reports support period comparisons?Yes — compare against the previous period or the same period last year, with change percentages computed for you.
What is the AI explanation feature?One click sends the report data to AI for a short narrative: the trend, the outliers and the likely causes — useful for sharing numbers with people who do not read charts.
Guides & resources

Go deeper on reports

Sales Team Performance Reporting Dashboard: The Complete Guide for SMBs in 20267 min readHow To Measure Sales Team Performance: KPIs That Matter15 min readHow to Track Sales Team Performance Using CRM Reports and Dashboards7 min readHow to Export CRM Reports to Google Sheets from VedainHelp article8 Sales Reporting Best Practices for Clearer Forecasts13 min read

Turn it on this afternoon.

Reports & Analytics is ready in every Vedain workspace. New here? Start with reports and grow into the rest of the platform.

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