CRM Dashboard & Reports

Use CRM reporting to review leads, deals, pipeline progress, and sales performance. Start with the CRM dashboard guide, then use the detailed topics below. CRM reporting is separate from the Analytics Portal used for freight and financial dashboards.

Guides

• Pipeline, conversion

• Deal value

• Kanban view of deals

Start here

• Dashboard — CRM dashboard and sales metrics.

• Deals — maintaining the deal records behind your reporting.

Documentation owner: Fr8Labs Customer Success. Text reviewed: 21 September 2026.