Reports & analytics

Know what's working.
Fix what isn't.

Sales analytics software turns your CRM activity into clear reports — which leads convert, which reps are winning, and where deals stall — so you act on data instead of guesswork. Salesgem is sales reporting and analytics software for small business sales teams: real-time dashboards, lead-source reports, rep performance tracking and funnel analytics, all updated live.

100% real-time data No spreadsheets Source analytics
app.salesgem.io Reports
12.8%
Conversion Rate
+24%
₹52.8K
Revenue this month
+18%
1,247
Total leads
+31%
89%
Leads contacted
+6%
Leads by source · Last 30 days
↑ 28% vs prev
Facebook487
WhatsApp392
Instagram231
+31%
More leads contacted when reps can see their own performance data
100%
Real-time data — no manual exports, no waiting for Friday's report
0 sheets
Spreadsheets needed — everything lives inside Salesgem
Real-time dashboards

See your entire sales pipeline at a glance — live.

Track performance, spot trends, and act on insights the moment they happen. No waiting for someone to run a report — everything updates in real time, all day.

  • Live KPI cards. Conversion rate, revenue, contact rate and lead volume — always up to date.
  • Date range comparisons. See this week vs last week, this month vs last month — instantly.
  • Expected deal conversions. Forecast how many deals will close, based on each lead's expected close date.
Live dashboard · Today
12.8%
Conversion Rate
+24%
₹52.8K
Monthly Revenue
+18%
89%
Contact Rate
+6%
1,247
Active Leads
+31%
Leads over time
↑ 28% vs last period
Source analytics

Know exactly which channel brings your best leads.

Break down leads, contacts, conversions and revenue by source — Facebook, WhatsApp, Instagram, and web forms. Know which channel brings leads that actually convert.

  • Campaign-level attribution. See lead and conversion counts broken down by individual campaign.
  • Source-to-close tracking. Each lead's source is stored at capture and carried to Won or Lost — so channel ROI is measured in revenue, not form fills.
Lead source · Last 30 days
Leads by source
↑ 28% vs prev
Previous period This period
Facebook487
WhatsApp392
Instagram231
Website137
Rep performance

See who's converting — and who needs support.

Track conversion rates and deal velocity per rep. Spot top performers, identify coaching opportunities, and make data-backed decisions with full team visibility.

  • Conversion leaderboard. Motivate your team with transparent, real-time rankings.
  • Deal velocity tracking. See how long each rep takes to move deals through the pipeline.
Team performance · This month
Rep
Leads
Won
Rate
ASAarav S. 🥇
248
52
21.0%
RPRavi P. 🥈
235
48
20.4%
MJMehul J. 🥉
189
36
19.0%
SKSiddharth K.
156
28
17.9%
Funnel analytics

Find exactly where deals stall — and fix it fast.

See how leads flow through every stage of your pipeline. Identify where drop-offs happen, how long deals sit in each stage, and which stages need immediate attention.

  • Stage-by-stage drop-off. See exactly how many leads make it through each stage and where they fall off.
  • Time-in-stage tracking. Flag deals that have been sitting too long — before they go cold for good.
  • Bottleneck detection. Automatically surface the stage with the highest drop-off so you know where to focus.
Pipeline funnel · Last 30 days
Total leads
1,247
100%
Contacted
1,183
94.9%
Qualified
621
49.8%
Proposal sent
287
23.0%
Won
124
9.9%
What teams say

Decisions backed by data, not gut feel.

Salesgem became our lead management software the moment we started running serious paid ad budgets. Before this, leads were sitting in the spreadsheets unattended. Now every enquiry gets to the right dealer instantly, and the follow-up discipline has transformed how our network operates.
Subin Sunny
Subin SunnyCEO, Selzer Polymers
Real time lead notifications changed how our front office runs. Salesgem captures every enquiry in real time and ties it to the right specialist, which is exactly what a clinical setup needs. Salesgem stays clean, fast, and lets us focus on conversations, not configuration.
Muhammed Shamshad
Muhammed ShamshadMarketing Manager, Ascent ENT Clinic
We run Facebook and Instagram ads constantly, and earlier our biggest gap was follow-up. Salesgem works as proper Facebook lead management software for our clinic; every enquiry lands in the right consultant's queue. For us, reaching the patient while they're still actively researching is everything.
Akhil T R
Akhil T RManaging Partner, Re-Hair Transplantation
Salesgem is a proper lead follow-up CRM for small businesses like us. It does lead capture and follow-up really well, and it integrates cleanly with the channels we actually run — Facebook, Instagram, WhatsApp. Salesgem stays clean and fast, and lets us focus on conversations, not configuration.
Renju Sebastian
Renju SebastianCEO, Eezix.ai
Real-time lead notifications matter a lot in our space. Customers signing up to delivery platforms are usually evaluating two or three options at once. Salesgem makes sure our team is the first to call — and being first is half the battle won.
Cibi Thoms
Cibi ThomsCEO, Cbest Solutions
Course enquiries spike whenever we launch a new batch, and the difference between a full classroom and an empty one is how fast we follow up. Salesgem gave our counselling team the speed they needed without making things complicated.
Maya MP
Maya MPCEO, Growth Academy
FAQ

Analytics,
answered.

Don't see what you're looking for? Our team replies in under an hour.

Contact support
Sales analytics software turns the activity in your CRM — leads, sources, pipeline stages and rep performance — into clear, real-time reports so you can see what's working and what isn't. Salesgem is sales reporting and analytics software for small business sales teams: it shows lead volume and conversions by source, funnel-stage progression, and per-rep conversion rates live, with no manual exports or spreadsheets.
Reports and analytics give you a clear, real-time picture of where leads come from, which reps are converting, and where deals get stuck. Instead of guessing, you make decisions based on what's happening in your pipeline.
Salesgem tracks lead volume and conversions by source (Facebook, WhatsApp, Instagram, website), funnel stage progression, rep conversion rates, and live KPIs — all updated in real time with no manual exports or spreadsheets required.
Real-time analytics mean you don't have to wait for a weekly meeting to know what's happening. If a lead source starts underperforming, you catch it immediately — before you waste more budget on it.
The source report shows how many leads arrived from each channel and how many converted. If Facebook brings twice the leads at half the conversion rate of WhatsApp, you see it straight away — and can reallocate budget before more money is wasted.
Yes. Salesgem's rep performance view shows every rep's leads assigned, leads won, and conversion rate in one table. Managers can spot top performers and identify who needs support without pulling a single spreadsheet.
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