Reporting & Analytics

As you explore MeasureSquare CRM, one of the most impactful tools you’ll encounter is the Reporting & Analytics suite. These features help you track performance, visualize trends, and make informed decisions—whether you’re overseeing sales, managing projects, or monitoring company-wide activity.

The Reports section focuses on structured summaries that answer specific business questions (e.g., “Which rep closed the most sales this month?”).
The Analytics Dashboard converts that same data into visual insights, helping you spot patterns at a glance.

By the end of this section, you’ll know how to:

• Generate Sales, Project, and Forecast Reports
  
  

• Interpret Company & Contact and Purchases Reports
  
  

• Use the Analytics Dashboard to visualize revenue, win/loss ratios, and funnel performance
  
  

💡 Why this matters:
Whether you’re a salesperson tracking progress or a manager reviewing performance trends, these tools help you make confident, data-driven decisions.

1. Reports: Your Custom Business Insights

Think of Reports as a library of pre-built summaries tailored to answer key operational questions.
Each report gives you filters, breakdowns, and criteria settings that allow you to dig deeper as needed.

Below is an overview of the major report types.

A. Sales Reports

These reports assess team performance, revenue sources, and sales outcomes.

Sales Report by Sales Rep

Evaluate each rep’s performance by viewing all won projects within a specific time period.
Criteria:

• Stage = 100%
  
  

• Closing Date
  
  

Sales Report by Company

Identify which companies contribute the highest revenue.
Criteria:

• Stage = 100%
  
  

• Closing Date
  
  

Sales Report by Source

See which marketing campaigns or lead sources generate the most closed deals.
Criteria:

• Stage = 100%
  
  

• Closing Date
  
  

Invoice Report by Sales Rep

Displays all invoices generated by each rep.
Criteria:

• Invoice Date
  
  

• Status is not Draft (eg. Sent, Approved, Declined, etc.)
  
  

QS Quote Summary Report

A consolidated view of all Quotes, Bids, and Change Orders—including amount, project name, owner, and status.

Why it’s useful:
Great for monitoring team performance, identifying top clients, and pinpointing which sales sources bring the most value.

B. Project Reports

These reports help you manage project health and pipeline velocity.

Estimate Revenue from Projects

Shows expected revenue from upcoming or active projects.
Criteria:

• Stage = 100%
  
  

• Closing Date
  
  

Stuck Projects Report

Highlights projects that have exceeded their expected closing date.
Criteria:

• Stage < 100%
  
  

• Closing Date
  
  

Why it’s useful:
Ideal for managers reviewing deadlines, pipeline performance, and revenue expectations.

C. Company & Contact Reports

Gain insights into account engagement and client activity.

New Companies Report

Lists all newly added companies.
Criteria: Added via Companies module

Company Owners Report

Shows which reps are responsible for each account.
Criteria: User assigned as Owner

Active Companies Report

Shows companies actively tied to ongoing projects.
Criteria: Company associated with a Project

Neglected Companies Report

Surfaces companies with long periods of inactivity.

Win Rates Report

Measures your success rate by company.
Criteria:

• Stage = 100%
  
  

• Refer to Win Rates reporting guide
  
  

Why it’s useful:
Helps prioritize outreach, identify engagement gaps, and strengthen account management efforts.

How to use the Win Rates report

D. Purchases Report

Purchase Orders Report by Category

Breaks down purchasing activity to show where you’re spending money.
Criteria: Create a Purchase Order

Why it’s useful:
Essential for procurement and finance teams tracking PO frequency, category spending, and vendor activity.

E. Forecast Reports

Forecast upcoming revenue and plan sales strategies accordingly.

Sales Forecast Report (Next 30 / 60 / 90 Days)

Projects expected revenue based on:

• Probability rates (from your pipeline settings)
  
  

• Expected Win Date
  
  

Why it’s useful:
Critical for planning staffing, inventory, and revenue targets.

2. Analytics: Visual Performance Dashboard

While reports provide detailed tables, the Analytics Dashboard transforms data into interactive visualizations for faster interpretation.

Inside the Analytics Dashboard, you can view:

A. Revenue Won & Revenue Lost

Shows total awarded vs. lost revenue within a selected date range.
Criteria:

• Projects in a Sales Pipeline
  
  

• Win Date (100% Stage)
  
  

B. Sales Funnel

Visualizes your pipeline from initial lead → final win stage.

C. Revenue by Category

Breaks revenue down by:

• Source
  
  

• Market Segment
  
  

• Company
  
  

• Owner
  
  

• Project Type
  
  

Criteria:

• Projects with a 100% Stage
  
  

• Won Date
  
  

D. Win vs Lost Chart

Displays the ratio of closed-won to closed-lost deals.

E. Owner & Estimator Filters

Filter analytics by specific team members to understand:

• Sales performance
  
  

• Estimating activity
  
  

• Close rates
  
  

F. Reason for Lost Projects

Understand why opportunities were lost and identify improvement areas.

G. Flexible Filtering

The dashboard allows you to adjust:

• Date ranges
  
  

• Sales funnel types (e.g., Commercial Pipeline)
  
  

• Owner / Estimator criteria
  
  

This ensures your insights remain relevant to whatever part of the business you’re analyzing.