Custom Reports

Build sales reports your way

Turn CRM data into clear, actionable insights without leaving Livespace. Build dashboards, track performance, and make decisions based on real-time data.

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Your CRM data, shown the way you need it

Build reports your way

Create dashboards and reports with an intuitive builder.

Use drag-and-drop widgets and ready-made templates to build dashboards that match how your team works. Add and customize the reports you care about — from deal volume to team activity — using charts, tables, and filters.
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Get insights without leaving Livespace

Track your business performance with live CRM data.  

Your reports update automatically as your team works.  No exports, no third-party tools — just clear, up-to-date numbers on revenue, sales progress, and team performance, always ready when you need them.
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Compare results and dig into the details

Use filters and drill-downs to find what matters.


Break down reports by team, product, or time period. Click into any number to see what’s behind it, compare performance across segments, and spot trends that help you act faster.
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Examples of reports you can build  with Custom Reports

Check a few examples of reports you can create yourself or from ready-made widgets.
Lead qualification funnel
See where leads drop off
See how leads move through each stage and where most drop off. Improve your qualification flow.
Deals closed per rep
Compare rep performance
Track how many deals each rep has closed over time. Spot top performers or those who need support.
Win rate over time & source
Track conversion trends
Measure how your overall conversion rate is changing month by month and what channel bring best results.
Average deal size by month
Monitor deal value shifts
Track how your average deal value changes over time. Spot trends in pricing or deal quality.
Lost deals by reason
Find out why you lose
See why deals are being lost most often. Use this to improve objection handling and sales conversations.
Activity volume by rep
Measure sales effort
Measure how many calls, emails, or meetings each rep logs. Useful for understanding effort vs results.

Helpful resources for building better reports

Explore ready-made templates, step-by-step guides, and practical tips to get more from your CRM data.

CRM reporting: The beginner's guide

If you have limited knowledge of analytics and sales reporting, this beginner’s guide will help you cut through the noise.
Read the article
Step-by-step guide
How to create your first custom dashboard
Read more
Step-by-step guide
Build charts and funnels with Custom reports
Read more

Start building reports that actually work for you

Custom Reports help you track what matters — no third-party tools, no spreadsheets, no waiting.
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Frequently Asked Questions
Yes — Custom Reports are available during the 14-day free trial. You’ll get full access, including dashboards, filters, and chart widgets. 

Click here to sign up and try Livespace CRM for free. 
Yes — limits depend on your Livespace plan:
 

  1. Automation: 1 dashboard, up to 10 charts
  2. Growth: up to 5 dashboards, 20 charts, and access to time comparisons
  3. Professional+: up to 10 dashboards, 20 charts, plus advanced analytics and permission controls


Visit our pricing page to learn more about available plans and limits

Standard reports offer predefined views and fixed metrics — useful, but limited. 

Custom Reports let you choose the data, build your own layouts, and apply filters like time range, sales process, or user. You can also compare trends, export results, and control visibility per user role.
Custom Reports cover the full sales picture: funnels, rep performance, lead source efficiency, win/loss reasons, deal values, and activity breakdowns. You can use ready-to-go widgets or build fully customized views from scratch — using live CRM data.