Reports & your pipeline

Updated October 8, 2026

Reports (under More) shows how your workspace is doing at a glance. Pick a period — 30 days, 90 days, 12 months, Year to date or All time — and everything updates. (Reports is for managers and the owner.)

The headline numbers

Across the top: Open pipeline (proposal + reviewing value), Win rate, Deals won, Won value, Avg deal size and Activity (logged touches).

Reports with pipeline, win rate, deals won, won value, average deal size and activity tiles — The top of Reports, with the date range on the right.

Charts & the team

Below that: Pipeline by stage, Won vs lost, Revenue collected (client payments via pay links), and an Activity mix. A Team leaderboard breaks deals and activity down by agent, and a client funnel shows Trips shared → Opened by client → Responded → Accepted.

Reports lower half with revenue collected, activity mix, team leaderboard and the sharing funnel — Further down: revenue, activity, the team leaderboard and the sharing funnel.

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