Once your opportunities and quotations are running, reporting helps you understand what’s actually happening in your pipeline. In this step, you explore how Tribe’s standard reports and dashboards give you visibility into into your inbound pipeline, deal progress, revenue expectations, and team performance. These insights help you steer your lead and sales process and make better decisions based on real data.
Things looking a little different? We're rolling out a new interface, and your account may already have it! If the steps here don't match what you're seeing, head over to How Do I Use the Tribe's New Layout - Tabbed UI? for the updated version of this guide.
1. Using the Lead dashboard NEW
The Lead dashboard gives you a real-time overview of your inbound pipeline. You can switch between a list view for filtering and sorting, a Kanban board for a visual overview of where each lead stands in the qualification process or a dashboard view.
By reviewing the Lead dashboard regularly, your team stays on top of new inbound interest and ensures no leads are left unworked.
Watch: Using the Standard Lead Dashboard
2. Using the Standard Sales Dashboard
Standard reports give you visibility into your pipeline, expected revenue, and deal progress.
By reviewing them regularly, you help your team stay informed and make decisions based on real sales data.
Quick Summary
By using the standard sales and the Lead dashboard in Tribe, you gain a clear overview of your pipeline and revenue. Together they give you visibility across the full funnel — from inbound lead through to closed deal. This helps you monitor your opportunities and track progress within your sales process with confidence.
Continue to the next step: Set up sales roles and permissions