Custom Reports
Drag-drop report builder: pick objects, properties, filters, visualization. Professional tier gets custom reports; Enterprise gets more dimensions and metrics.
Calculated Properties
Derived values from existing properties. ‘Days since last activity’, ‘deal age’, ‘total account revenue’. Enterprise tier.
Dashboards
Collections of reports. Role-based dashboards (rep, manager, exec). Each audience needs their own.
Funnel Reports
Contact, deal, and custom funnels — conversion rates between stages. Build one per pipeline; measure drop-off.
Tier Reality
Starter tier reports are limited. Pro and Enterprise unlock analytics that matter for ops teams. Report needs should factor into tier selection.