When it comes to sales, your job isn’t just about closing the deal. You need to manage contact information, update lead records, collaborate with your team, and handle a lot of admin work. As someone managing a sales-oriented company, you’re probably wondering how to keep track of it all – or even how to streamline the system you currently have. The answer is sales reporting software.
Even if you already have software in place, you might need an upgrade to handle the expansion of your business or changing sales strategies. In this blog, I’ll be assessing some of the top sales reporting software options out there to help you make your next big decision. Check out why I chose these tools, as well as an overview of why they may work for you!
Best Sales Reporting Software Shortlist
Here’s the shortlist of the best tools that I’ll cover in this article.
- datapine
- Databox
- Zendesk Sell
- Spotio
- Pipedrive CRM
- Salesforce Tableau Analytics
- Looker
- Hubspot Reporting
- Grow
- Agile CRM
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How I Selected The Best Sales Reporting Software
If you’re wondering how and why I selected the sales reporting tools on this list, the answer is evaluation and comparison. I explored a huge selection of sales reporting software with great user ratings and pared them down to the best of the best.
Even with this short list of my top choices, there was more to critique so I compared the platforms to one another and drew on years of Rev Ops experience to choose only those software options that truly add value to any operation.
This final list is the solution for anyone who has questions about picking the best sales reporting software for their organization. You’ll also see that I’ve added a frequently asked questions section at the bottom of the blog so that you have even more information once you’ve finished reading through my detailed software summaries.
Selection Criteria
My main selection criteria for sales analytics tools is all about value for you. Take a look at how I chose the best sales reporting software for this article:
Usability:
Everyone on your team will need to use some or all of your sales reporting software. You want the dashboard to be user-friendly, and the entire analytics platform needs to be intuitive and simple to learn. Usability is a core necessity for all workflows.
Standout Features:
What does your company need the most from your sales reporting software? Is it centralized and accessible data? Do you need the most accurate view of your customer demographics and segmentation? Maybe your work needs to streamline manual data entry. I looked at all the software features to find the best.
Software Integrations:
You probably already use a ton of tools, but if they don’t all integrate, then you’re just adding to your workload. The tools on this list feature plenty of integrations with some of the most popular business software to improve team performance and enhance decision-making for your business.
Pricing:
Affordability and value for your money are essential to your business decisions, so I looked for the tools best suited to helping you close deals through detailed reports, clean spreadsheets, simplified templates, and customizable features.
Overviews Of The 10 Best Sales Reporting Software
Wondering how each of these sales reporting software tools stands out? Check out the overviews below to see what they do best and whether they fit into your business model.
1. datapine - Best for converting low-tech businesses with simple dashboards and features
As a powerful business intelligence software, datapine helps companies visualize all their sales data in one centralized analytics platform. With their intuitive drag-and-drop functionality, even your most tech-deficient salesperson can utilize advanced analytics, build interactive business dashboards, and gain essential insight into their work.
datapine’s essential reporting tools consist of BI software that highlights six areas that they believe will help your sales team thrive, including Dashboards, Reports, Connect, Analyze, Insights, and Alarms. Each section has its own key features to help you understand data points, metrics, and KPIs in real-time.
This software offers a wide selection of templates and tutorials for every industry with solutions specifically designed for construction, energy, financial services, healthcare, and much more.
datapine Standout Features and Integrations
Features include access controls and permissions, activity dashboards and tracking, ad hoc reporting, benchmarking, collaboration tools, customization for branding, dashboards, and reports, data import/export, financial reporting, forecasting, KPI monitoring, and marketing reports.
Integrations include Microsoft Excel, DropBox Business, Salesforce Sales Cloud, One Drive, Instagram, Zendesk Suite, Meta for Business, Adobe Commerce, Heroku, and SugarCRM.
Price: $249/user/month
Free Trial: 14-day free trial
Pros
- Empowers non-technical employees to take advantage of business intelligence
- Great dashboards and reporting
- Use templates or custom dashboards as needed
Cons
- SQL mode may be difficult to use
- Require four months notice to cancel contracts
2. DataBox - Best for creating custom dashboards with data from multiple sources
As a cloud-based analytics tool with many integrations, DataBox allows you to pull information from all your other tools to view on one dashboard. This system has one-click integrations from a whole range of other cloud-based services and APIs for simple data import and custom integrations.
Customize your view with the drag-and-drop editor to see sales performance, activity, and forecasting. You can even change your data visualizations for live previews of conversion rates, custom reports, and more in real-time. Use the advanced settings for every metric to modify currencies, chart formats, and time intervals without needing to code!
The DataBox system was designed for CEOs, analysts, and marketers who want a simplified way to build dashboards that deliver daily scorecards to sales managers, sales reps, and other agents within the company. Share data, quotas, trends, and passcodes with teammates through secure channels instantly.
DataBox Standout Features and Integrations
Features include API, access panel control, behavior tracking, budgeting/forecasting, cohort analysis, customer experience management, data extraction and mapping, in-app events tracking, KPI monitoring, revenue tracking, and real-time reporting.
Integrations include HubSpot, Salesforce, Pipedrive, CallRail, Intercom, Eventbrite, Drift, Copper, Cop, and Paypal.
Price: Plans start at $72/month
Free Trial: Free forever plan available
Pros
- Easy to implement without being tech-savvy
- Dashboard snapshots simplify complex data
- Responsive design across all devices
Cons
- Lack of integration with Zendesk
- A little buggy with new features
3. Zendesk Sell - Best all-in-one, sales-focused platform
One of the Zendesk suites of products, Zendesk Sell is a sales-oriented platform that drives rep adoption, provides actionable sales leads, and ensures automation of data capture. With features like data visualization, opportunity management, and internal goal setting and tracking, managers and salespeople can maximize and accelerate revenue growth.
Zendesk Sell has mobile apps that are designed to help salespeople get more actionable work done without wasting time on manual data entry and note-taking. Intelligent features like smart auto-dialer and email sentiment analysis ensure everyone is paying more attention to detail to deliver a highly personalized sales experience.
Everyone from agents to sales leaders can benefit from prescriptive insights, individualized coaching, and personalized plans to improve sales performance. Scale your sales and grow your business more efficiently with steady revenue growth supported by the entire Zendesk suite.
Zendesk Sell Standout Features and Integrations
Features include goal management, data synchronization, collaboration tools, call recording, content delivery, email tracking, internal chat integration, lead nurturing and segmentation, prospecting tools, and template management.
Integrations include Slack, Trello, DropBox for Business, MailChimp, Rippling, HubSpot CRM and Marketing Hub, Zapier, LiveChat, Meta for Business, and Social Media.
Price: $19/user/month
Free Trial: Free trial available
Pros
- Simple program with easy integrations
- Best mobile app
- Comprehensive reporting tools
Cons
- Sync with Google applications can be clunky
- Steep learning curve
4. Spotio - Best for team management and collaboration with more accurate sales data
One of the most important things about sales is making sure everyone is working together from the same data. Spotio can help organize your operations and streamline your workflow for everyone from your sales managers to your agents. From lead visit tracking and route optimization to customer communications, everything is available on one centralized platform.
Part of what makes Spotio such a unique sales reporting software is the automatic data capture it feeds to your team. You’ll get store visit details, client calls, email communications, and more to enhance everyday task sequences and optimize your sales funnel. Utilize these tools to filter prospects, track leads, schedule meetings, and manage sales based on location.
Spotio is especially useful for any businesses that offer their services in multiple locations. You can organize and divide territories to match your business, ensuring proper sales coverage and better visualizing leads and customers on localized maps.
Spotio Standout Features and Integrations
Features include task automation, sales tracking, route planning software, territory management, customer mapping, hybrid multi-channel communication, GPS tracking, reporting, lead generation, digital business card, and appointment settings.
Integrations include Salesforce Sales Cloud, HubSpot CRM, Zapier, Zoho CRM, Pipedrive, AccuLynx, JobNimbus, NetSuite, and Microsoft Outlook.
Price: Plans start at $39/user/month
Free Trial: Free demo available
Pros
- Friendly and quick customer support
- Constant updates for real-time information
- Easy to navigate
Cons
- No offline mode when trying to work in spotty service areas
- Mapping features may drain device battery
5. Pipedrive CRM - Best for streamlined sales pipeline management
This sales pipeline management tool for small and medium businesses can help teams drive leads and close sales. Built by salespeople and ex-Skypers, the minds behind Pipedrive understand exactly what your business needs because they’ve been there. This software provides a comprehensive overview of sales and pulls focus to the most critical deals first.
One reason I chose Pipedrive is that it offers a single, streamlined perspective of your sales funnel. You get more clarity and so does the rest of your team. Everything from emails and calls to project progress is automatically tracked to help everyone focus on delivering results.
Pipedrive is a useful tool across your entire business because it offers management for revenue and sales, including salespeople, sales managers, designers, lead managers, business operations, and contact managers. Whether you’re B2B or B2C, Pipedrive delivers customizable solutions for your specific needs.
Pipedrive Standout Features and Integrations
Features include sales tracking software, a mobile app, a lead generation chatbot, reporting features, a sales dashboard, contact management, recurring revenue tracking, admin task automation, visual reports, and pipeline metrics.
Integrations include Zapier, Social Media, lemlist, AirCall, Trello, QuickBooks, OutFunnel, Zendesk, CloudTalk, and Xero Advanced Automation - SyncQ.
Price: Plans start at $14/user/month (billed annually)
Free Trial: 14-day free trial available
Pros
- Helps the team focus on the most important action items
- Quote management function for invoice tracking
- Beautiful interface
Cons
- You may quickly max out your email mailing list
- Updates frequently come with temporary glitches
6. Salesforce Tableau Analytics - Best for reducing costs while increasing productivity
While Salesforce offers a lot of tools for every aspect of your business, they have a sales-focused platform that highlights Customer Relationship Management. Powered by AI, you can maximize your efficiency when it comes to the automation of data input, customer intelligence, and predictive strategy.
One of the coolest features of the Sales Cloud is Opportunity Management — a feature that highlights the most important data in your system to provide critical information in tandem with your customer activity timeline. With all this info, you’ll be able to see all the activities associated with a deal and get notifications when it’s time for the next step.
The Sales Cloud platform is ideal for businesses at a variety of stages, including those who are just starting or those looking to aggressively expand. I recommend this sales reporting software for medium and small businesses that want to minimize expenses while focusing on improving customer relations and reaching sales goals.
Sales Cloud Standout Features and Integrations
Features include sales automation, opportunity management, forecast management, process automation, responsive design for mobile CRM, account and contact management, lead management, sales metrics reports, dashboards, and custom layouts.
Integrations include Google Tools, Slack, Trello, WordPress, MailChimp, SurveyMonkey, Asana, Jira, EverNote Teams, Rippling, Zapier, and Toggl Track.
Price: Plans start at $25/user/month
Free Trial: Free trial available
Pros
- Comprehensive onboarding and tracking
- Unmatched price for value
- Stable, reliable, scalable platform
Cons
- Can be slow and clunky
- Complex site mapping and navigation
7. Looker - Best for smarter, data-driven business decision-making
With its intuitive approach to data exploration, Looker is an effective, web-based platform that enhances your sales process through analytics, reporting, and modern BI. Now powered by Google, you’ll be able to use Looker to check real-time data analysis, embedded visualizations, and cross-platform insights all in one place.
One of the best features of Looker is data discovery, which allows you to create mini applications with even more power and efficiency through a flexible language called LookML. You’ll be able to simplify the development of custom tools to enhance SQL capabilities and optimize performance for faster query execution.
Looker is great for large, medium, and small businesses that need access to the right data quickly. It’s designed to fit the way you work and integrate seamlessly with third-party systems and custom data applications.
Looker Standout Features and Integrations
Features include custom data builds, ad hoc analysis, behavioral analytics, data cleansing, goal setting and tracking, marketing reports, mixed methods research, radial mapping, real-time analytics, site search tracking, visual analytics, and widgets.
Integrations include Microsoft Excel, Slack, DropBox Business, Mailchimp, Salesforce, Asana, Rippling, HubSpot, Stripe, and QuickBooks.
Price: Custom pricing on request
Free Trial: Demo available
Pros
- Best support chat
- Intuitive interface
- Flexible customization options
Cons
- Big data sets can cause a lag
- Limited filters for data metrics
8. Hubspot Reporting - Best for email productivity and tracking for sales teams
HubSpot’s reporting and sales software is a segmented part of their larger services package. Instead of a CRM or marketing platform, you’re focusing on real-time email tracking and analysis. Every time you send out an email blast, HubSpot will be recording email opens, clicks, and downloads. They even track how many times a user views an email, where it was viewed, and on what type of device.
I chose this sales reporting software because it offers something very specific. With email tracking and data, you’ll be able to learn so much more about leads and current clients. In addition to information about specific email blasts, HubSpot also includes data on recipient profiles with their other addresses, mutual contacts, and even email history.
Anyone with an email-heavy sales strategy would benefit from this software, as you’ll be able to determine the best times to schedule emails and keep track of open rates and clicks that will tell you what users find most attractive about your email communications. You can also make calls from HubSpot Sales to ensure logging and recording of all business activities. This software integrates with other HubSpot solutions, as well as many other business tools.
HubSpot Standout Features and Integrations
Features include email templates, email tracking, document management and tracking, conversation intelligence, sales automation, call tracking, real-time notifications, referral tracking, sales pipeline management, and workflow management.
Integrations include Other HubSpot Tools, Salesforce, Gmail, G-Suite, Microsoft Outlook, Microsoft Office 365, Sisense, Kixie Powercall, Hopin, and Scoro.
Price: Plans start at $45/month
Free Trial: Free plan available
Pros
- More accurate and usable data
- Extremely adaptable to any business
- Low barrier for entry to teach sales teams
Cons
- Requires a dedicated implementation specialist
- Add-on features are extra
9. Grow - Best no-coding platform that empowers your entire team
If you’re looking for a simplified high-tech solution to sales tracking, Grow offers you what you need with a no-code, full-stack BI. Their platform is all about helping every person in your company make better data-driven decisions through a blend of data warehousing, visualization, and ETL — all available on one intuitive platform.
One of the best features that illustrate how Grow can enhance your sales reporting software is their data import and storage management. You can bring together all the business-critical data that’s most current and relevant without third-party warehousing. You assign appropriate access and permissions so the right people can connect to the raw data to gain new insights.
Learning how to use data is critical to taking advantage of emerging opportunities. With Grow, small and medium-sized businesses can integrate all their sources into one hub and spot trends more quickly. Grow can even calculate and manipulate the data you feed it to show you things you might not spot on your own.
Grow Standout Features and Integrations
Features include databases, CRM, ad platforms, social media, accounting and financials, marketing analytics, data imports, non-SQL transformations, permissions controls, custom views, and dynamic dashboards.
Integrations include Google Analytics, G Suite, PostgreSQL, Social Media, Stripe, HubSpot, Quickbooks Online, Salesforce, MySQL, and Paypal.
Price: Plans start at $1500/month
Free Trial: Free trial available
Pros
- Low barrier for entry
- Great customer service
- Automated calculations and formulas to enhance data insights
Cons
- Doesn’t offer as much customization
10. Agile CRM - Best for all-in-one automation of sales, marketing, and customer service
With all the tools you need in one place, you don’t have to integrate multiple platforms into one reporting software to aggregate all your data anymore. Agile CRM has everything you need, including sales, marketing, and service solutions. You can automate everything on a unified platform to minimize data leaks and inconsistent messaging.
I also chose this platform because it’s one of the most affordable options out there with a comprehensive free plan for smaller businesses that allows you to integrate additional features and users for a small fee as you grow. Everything your business needs is integrated, but you can still add other third-party applications if you feel the need to expand data management, customer tracking, and analytics.
Agile is ideal for everyone from freelancers to large enterprises, as it’s easily scalable from just one user to hundreds. With tons of support options, training, and guides, you can onboard new members quickly and easily.
Agile CRM Standout Features and Integrations
Features include contact management, sales process tracking, telephony, appointment scheduling, project management, gamification, marketing automation, landing page builder, social suite, email marketing, helpdesk, smart views, ticketing, and feedback.
Integrations include Twitter, Facebook, Google Apps, Twilio, RingCentral, LinkedIn, Zendesk, Stripe, Magento, and WooCommerce.
Price: Free for up to 10 users, Plans start at $8.99/user/month
Free Trial: Free trial available
Pros
- Lots of freedom for customization
- Automated campaigns are easy to create
- Integrates sales management and marketing
Cons
- Can’t separate support and sales users
- Could use a UI facelift
Other Options
Here are a few more options that didn’t make the best sales reporting software list:
- InsightSquared - Best for sales forecasting and understanding pipeline trends.
- Intercom - Best for comprehensive client data for a personal touch.
- Nutshell - Built for freelancers, small businesses, and large enterprises, this CRM helps B2B organizations work together to close more deals.
- Salesflare - Sell more with less work through an automated CRM that tracks customer data automatically.
- EngageBay - An all-in-one marketing and sales solution that helps small and medium-sized businesses better engage leads and make sales.
- Zoho CRM - While this platform is an omni-channel communication platform, it has over 300 integrations that help you better visualize your sales data.
- Copper - This project management tool is for creative, out-of-the-box teams who are hunting for more opportunities and advantages.
- FreshSales - A cloud-based automation software that allows businesses of all sizes to better synchronize data along the entire sales process.
People Also Ask
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