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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.

Updated September 2026 · From $10/user/month

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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 29 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 Track Sales Team Performance Using CRM Reports and Dashboards7 min read8 Sales Reporting Best Practices for Clearer Forecasts13 min readHow to Export CRM Reports to Google Sheets from VedainHelp articleHow to Measure and Track Your Entire Sales Team's Performance in 20268 min readBest Pipeline Integrity Management Software With Mobile View 2025 / 20268 min read
Knowledge Base

Learn more about Reports & Analytics

Guides and best practices from our knowledge base.

How-To Guides

Stop Bounces with the Campaign Verification Guard

Every email campaign in Vedain has a Deliverability guard. It checks recipients when the campaign starts and skips addresses that would bounce, before they can hurt your sender reputation. Here’s how to set it, where skipped people appear, and how to prepare a big send.

4 min read
How-To Guides

AI Enrichment and Inbox Intelligence: What They Do and What They Cost

Data Health’s AI tools fill in details the free rules can’t: company facts from websites, seniority from job titles, and updates hidden in email replies. Company profile and Job-title intelligence share a one-time free allowance and then a simple flat price per run; Inbox intelligence is charged only for records it updates. You always see the price before anything runs.

6 min read
How-To Guides

AI Enrichment Pricing: The One-Time Free Allowance and Flat Pack Fees

AI enrichment has deliberately simple pricing: a one-time free allowance to try it, then one flat price per run based on how many records that run fills — never per field, and never a surprise. This guide explains the allowance, the pack tiers, how records are counted, how it is billed, and the questions people ask most.

5 min read
Browse all guides

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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