CubixOne's CRM includes 20 analytical reports organised into three subscription tiers. Free reports answer "what happened?", Starter reports answer "what is happening?", and Pro reports answer "what will happen?".

Reports by Tier

A static snapshot of how many leads and deals are sitting in each stage of your pipeline. No advanced filters — designed to show that reporting exists and to create upgrade desire.

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A raw chronological log of the last 30 activities across your pipeline — calls, emails, meetings, and notes. No grouping, no charts, no filters. Demonstrates that activity tracking works.

Tracks pipeline evolution over time — how many deals entered, advanced between stages, and were lost each week or month. Helps managers identify whether the team is active or stagnating.

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Breaks down the reasons why deals were lost — price, competition, no response, timing. Without this report, you lose deals repeatedly for the same reason. Understand where the process breaks.

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Shows how many calls, emails, and meetings each sales rep completed in a given period. Managers can identify who is working and who is not — simple, powerful, and essential for team management.

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Tracks how many new contacts and leads entered the system each week or month. Helps verify whether the top of the funnel is healthy and whether marketing efforts are generating volume.

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Surfaces leads that have been idle for more than a configurable number of days. Identifies opportunities that are going cold so the team can act before losing them permanently.

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Measures the percentage of leads that convert into qualified deals, broken down by source, assigned rep, and period. Reveals the true efficiency of your top-of-funnel efforts.

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Analyses the volume and effectiveness of all communications — emails sent, opened and replied to, calls completed, meetings held. Identifies communication patterns that produce better outcomes.

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Calculates expected revenue for the current and next month based on active deals, their close probabilities, and estimated closing dates. The report the CEO opens every Monday morning.

Forecast Category Weights

Forecast values are weighted by each lead's forecast category to give managers a more realistic projection:

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Measures how fast money moves through your pipeline using the formula: (deals × average value × win rate) ÷ average cycle length. Identifies whether you are accelerating or slowing down — and why.

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Shows the percentage of deals that advance from each stage to the next. If only 40 out of 100 deals reach the Proposal stage, there is a specific bottleneck to fix. Identifies the exact problem in the sales process.

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Calculates the average number of days from first contact to close, segmented by lead source, assigned rep, and deal size. Enables accurate prediction of when each active deal will close.

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Measures the percentage of deals whose estimated close date has been pushed forward at least once. Reveals excessive optimism in forecasts and highlights deals that need urgent attention.

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Estimates the total value a customer will generate over their lifetime, based on deal history, purchase frequency, and retention data. Helps prioritise high-value accounts and justify retention investment.

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Identifies where your best customers come from — LinkedIn, referrals, website, cold email — by combining conversion rate and average deal value per source. Tells you where to invest your marketing budget.

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Attributes revenue to the channels and campaigns that originated leads using multi-touch attribution. Reveals which touchpoints contribute most to closed deals — essential for optimising marketing spend.

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Compares sales reps against team benchmarks across multiple KPIs. Not just "how many calls did you make?" but "your conversion rate at the Proposal stage is 15% below team average". Coaching powered by data.

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Compares each rep's monthly or quarterly quota against their actual performance. Shows who is on track, who is behind, and projects whether the quota will be met by period end. Essential for sales team management.

Identifies customers who have had no interaction in the last X days. The system alerts you before you lose the customer. Requires activity history combined with automatic alerting rules.

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