Business Intelligence & Reporting | Better Sales Pro

Business intelligence & reporting

See Every Insight. Make Every Decision. Grow Every Day.

Turn scattered activity into a single source of truth—live KPIs, tailored reports, and answers you can act on so you monitor performance and move the business forward with confidence.

  • Real-time dashboards and KPI tracking
  • Custom reports tailored to your business
  • AI-powered insights and forecasting
  • Schedule and share reports automatically
  • Drill down into the data that matters most
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Executive dashboard with revenue KPIs, charts, pipeline, and top reps in Better Sales Pro
Powerful reporting capabilities

Everything you need to understand & grow

Custom dashboards

Build unlimited dashboards for real-time views of revenue, pipeline, marketing, and operations.

Advanced reports

Create detailed reports with filters, segments, and custom metrics—then save layouts your team can reuse.

Drill-down analytics

Go from executive summaries to underlying deals, invoices, campaigns, or tickets in a few clicks.

AI-powered insights

Let Ben AI highlight trends, risks, and opportunities so you spend less time interpreting charts.

Meet Ben AI →

Scheduled reports

Automate delivery to email or teams so everyone sees the same numbers on a rhythm you choose.

Goal tracking

Track KPIs and goals across reps, departments, and companies with live progress against targets.

Actionable insights that drive results

Dive deeper. Make smarter decisions.

Move from static spreadsheets to guided analysis—so leaders see what changed, why it matters, and what to do next.

  • Spot trends fasterCompare periods, slices, and cohorts without exporting to Excel.
  • Improve performanceIdentify bottlenecks in pipeline, response times, and conversion.
  • Forecast with confidenceBlend historical actuals with pipeline and leading indicators.
  • Data that tells the storyNarrative-ready visuals executives and boards actually read.

Revenue forecast

Forecasted revenue$1.48M
Projected growth22.4%
Best case$1.72M
Pipeline value$2.31M
Connect all your data

All your data. One powerful platform.

Bring context from the tools you already use—alongside native CRM, billing, and activity.

QuickBooks Google Analytics Stripe Zapier Slack Microsoft 365 Shopify Twilio

Trusted by businesses worldwide

Luxe Realty Group Sunset Med Spa ProBuild Construction Vision Solutions Pinnacle Financial Elite Home Services

Turn data into direction. Results into growth.

Get the insights you need to make confident decisions and scale your business smarter—with dashboards and reporting built for real teams.

No credit card required Free 14-day trial Cancel anytime
Start free trial Book a demo