Reports

Sales Reports & CRM Analytics for Small Businesses

Stop guessing which marketing channels work. Salesvora shows you exactly where your paying clients come from — so you can double down on what converts.

You are probably wasting money on channels that do not convert

Most small businesses spend on Google Ads, Instagram, and print — but have no idea which channel actually brings paying clients. Without data, you keep pouring money into what feels right instead of what works.

Salesvora tracks every client from source to close, giving you the numbers you need to make smarter marketing decisions.

Find out which channels bring paying clients

Every client in Salesvora is tagged with their source. The reports dashboard aggregates this data into clear, actionable charts — no spreadsheet gymnastics required.

Clients by source — with conversion rates
Monthly volume trends over 6 months
Pipeline stage distribution at a glance
Team performance comparison table
Filter by date range for seasonal insights

Clients by Source

Website

312

Referral

221

Google Ads

172

Walk-in

124

Instagram

86

Key Reporting Capabilities

Source Attribution

Every client is tagged with where they came from. See at a glance which channels convert and which ones just generate noise.

Trend Analysis

See how client volumes change month over month. Spot seasonal patterns and plan your marketing spend accordingly.

Team Insights

Compare team members on response time, follow-up completion, and deals closed. Reward top performers and coach the rest.

“Our sales reps would log into complex CRMs, get overwhelmed, and go back to WhatsApp. Salesvora removed every excuse. Our response time dropped from 6 hours to under 30 minutes.”

Meera Iyer

COO, GrowthBox Digital

Frequently Asked Questions

What reports does Salesvora provide?

Salesvora provides four core reports: clients by source (with conversion rates), monthly volume trends over 6 months, pipeline stage distribution, and team performance comparisons.

Can I track which lead sources convert best?

Yes. Every client has a source field — website, Google Ads, referral, walk-in, Instagram, and more. The reports dashboard shows exactly how many clients came from each source and what percentage converted.

Is there a team performance report?

On the Pro plan, owners can see how each team member is performing — number of clients handled, follow-ups completed, deals closed, and average response time.

Can I export reports?

Reports are available in the dashboard. You can view trends, filter by date range, and use the data to make better marketing and staffing decisions.

Are reports available on the free plan?

Basic reporting is available on the Pro plan. The free plan includes the pipeline board and client management features that feed into the reports.

Know exactly where your revenue comes from

Set up Salesvora in 5 minutes. See your first report as soon as you add clients.