6 Best Sales Reporting Software Solutions for 2025

Knowing your sales numbers is essential so you can understand if your team is successful. But numbers alone aren’t enough. To set a roadmap for the future, you need data you can trust.

Our research finds that only 35% of sales professionals completely trust their company’s data. That's where sales reporting software comes in.

With the right sales reporting tools, you can focus on connecting with prospects while the software collects the data you need to make the best-informed decisions. Let's explore some of the best sales reporting software options available.

Sales reporting software is a tool that helps businesses easily track, analyze, and visualize their sales data. Common reports include forecasts, team performance, revenue, and pipeline analytics. Reporting platforms powered by sales AI can turn numbers into insights that drive smarter decisions and stronger results. That's important because while the foundation of sales is building relationships, every interaction brings with it key pieces of valuable information you can use to further those relationships and increase sales.

Sales teams are the primary users of this software, but they aren’t the only ones who benefit. Marketing can use sales reporting data to improve lead targeting and lead generation campaigns by using the insights to determine customers most likely to buy as well as the most effective campaigns and interactions for converting. Leaders on the finance side can tap into the software's predictive forecasting capabilities to create more accurate forecasts and budgets. Executives can also use the software's real-time data about how a product is performing to make better-informed strategic choices for the organization.

Businesses that use sales reporting tools throughout their entire sales process benefit from using the same data in multiple systems. Sales reporting software makes it possible for organizations to move to a true data-driven decision model, which improves all aspects of operations.

Here are the top benefits of using sales reporting software:

• Make smarter decisions: Sales reporting software gathers key data you can use to create reports that inform your decisions. Because the tool can include data from other systems, such as finance, marketing, and CRM, your decisions are based on a much bigger picture than just the sales perspective.
• Improve productivity: The State of Sales finds that sales professionals spend 70% of their time on nonselling tasks. With sales reporting software, your sales team no longer needs to manually collect and analyze data, freeing up more time focusing on what matters — potential customers.
• More accurate financial forecasting: With accurate information from sales performance management software, you can now create accurate forecasts and insights on how to get back on track when teams are falling short.

One of the most important ways sales reporting software can help leaders manage their sales teams is by identifying training opportunities. The reports provide extensive detail on pipelines, channels, and conversions, so sales leaders can more easily pinpoint areas where representatives are struggling and provide targeted training. Leaders can also gather information about strategies currently working in the market by reviewing metrics from top performers and sharing the approaches with other sales reps.

Software also helps sales leaders spot issues before they become significant, whether it's a new sales rep who isn't meeting pipeline expectations or an experienced representative in a slump with a new product. Using traditional methods, managers would have to wait until after the sales data was reported. By then, reps would have missed their goals. Monitoring progress in real time means sales reps can get support early on, which is usually good for both employee satisfaction and revenue.

Salesforce Sales Cloud is a leading AI-powered CRM that offers sophisticated reporting features to help guide all aspects of the sales process. It’s a unified platform that accelerates productivity with sales automation and predictive insights. Reviewers say that Sales Cloud makes it easy to analyze all data in a single portal for the most accurate results. Sales Cloud offers adaptable forecasts, advanced data analytics, and AI-powered predictions to help your team close faster.

How it helps sales teams:

• Forecasting: Sales Cloud has robust sales analytics capabilities powered by AI that help you manage sales forecasts in real time. By using AI for sales, you can improve forecast accuracy.
• Pipeline inspection: Custom dashboards make it easy to visualize recent changes within all the opportunities in your pipeline and ensure teams are on track. This lets you spot risks early so you can prioritize the right next steps.
• AI-powered prediction: Sales Cloud uses AI-powered predictive models to analyze performance and uncover patterns in customer behavior and sales trends. Predictive deal scoring lets reps focus on deals most likely to close so they don’t lose momentum.
• Automated activity capture: Automated activity capture allows you to sync your email and calendar so the right data gets ported over to Salesforce with no manual entries needed whatsoever. You get visibility into what your team is working on and you can better identify patterns and coach reps on best practices

Databox helps sales and marketing teams collect data from multiple sources, such as software, databases, spreadsheets, and APIs. It then turns the data into insights for a wide range of uses, including reports, forecasts, and benchmarks. Reviewers comment about the high-quality and accurate visualizations the tool creates. The interface is reportedly simple to use, which is useful if you're just getting started with sales analytics tools.

How it helps sales teams:

• Forecasting: This feature allows you to set up custom forecasts to look for trends that factor in seasonality.
• Pipeline inspection: Viewing the deals in the pipeline requires creating custom metrics for open deals.
• AI-powered prediction: Reviewers often comment that the AI-generated performance summaries on reports and dashboards make it easy to see trends and determine next steps.
• Automated activity capture: Unlike other products, Databox does not offer a direct automated activity feature in the product. However, the software can create alerts and dashboards from other integrated systems.

HubSpot integrates data from multiple sources and provides a single source of truth via dashboards and reports on all activities related to sales and marketing. The basic HubSpot software offers simple reports, with advanced analytics available as add-ons. The tool offers the ability to create up to 200 dashboards, each with 10 reports.

How it helps sales teams:

• Forecasting: You can set up forecasting capabilities using HubSpot's AI engine to analyze deals closed in the past to speculate on future sales.
• Pipeline inspection: Free integrated pipeline management software makes it possible for HubSpot users to track all current leads and their progress in the pipeline.
• AI-powered prediction: With AI integration, the software provides predictions throughout the sales process, including which deals are most likely to close and which are likely to have roadblocks.
• Automated activity capture: Hubspot automatically logs marketing activities, such as emails, calls, and calendar invites. Because all marketing and sales activity is stored in a single location in chronological order, the platform can provide more accurate insights.

Zendesk offers a Sales CRM that provides extensive sales reporting features. Reviewers consistently comment about the ease of use and ability to customize reports and dashboards. The mobile app receives top reports of usability and makes it simple for field sales representatives to get the information they need, wherever they are.

How it helps sales teams:

• Forecasting: The forecasting dashboard displays the progress of current-month sales against your goals and lets you customize the forecast and drill down into details based on the data source.
• Pipeline inspection: Zendesk's pipeline development report displays the number of deals, their value, and a breakdown of the stages of all deals
• AI-powered prediction: Zendesk analyzes your sales data and uses predictive analytics to help your team make better-informed decisions.
• Automated activity capture: Zendesk logs sales activities directly into the system without manual entry. You can also set up automations around ‌data capture, such as automatically sending a follow-up if a lead doesn’t reply to an email within 48 hours.

Pipedrive is a sales-focused CRM that includes sales reporting software to provide insights into your current and future sales. The tool's strengths lie in its ability to create visually pleasing graphics, such as charts and graphs, to help visualize the data. While the tool offers predictive capabilities, reviewers say it doesn't provide the same level of deep data analysis as other tools. Some reviewers also report trouble with integrating other tools, particularly CRMs.

How it helps sales teams:

• Forecasting: Users with the professional plan or higher can use the forecast view to visualize the projected revenue and view the current stage of each deal in one location.
• Pipeline inspection: Pipedrive's visual focus carries over to its pipeline inspection, which allows you to drag and drop deals to see the effect on the overall sales picture.
• AI-powered prediction: Instead of selecting or customizing predefined reports, sales teams can use natural language input, meaning they can describe the report they want in conversational language, and the tool uses AI to create the report.
• Automated activity capture: The platform automatically captures and logs sales activities without having to purchase additional modules or tools. Pipedrive also has a native caller app within the CRM to make phone calls directly.

Zoho CRM helps sales teams analyze data and then take action based on AI insights. Since different roles use the same data for different purposes, teams can create their own workspace with relevant data. Reviewers comment that it’s easy to use advanced features once it’s up and running and that the integrated accounting, marketing, and sales tools simplify reporting. However, users also said they have experienced slow loading times.

How it helps sales teams:

• Forecasting: In tandem with Zoho Analytics, the software can analyze historical data and use a forecasting feature to suggest future sales trends.
• Pipeline inspection: An AI assistant can review deals in the pipeline and assign a win probability for ongoing deals.
• AI-powered prediction: An anomaly detection feature can help spot unfavorable trends so your team can change course if needed.
• Automated activity capture: In addition to tracking calls, emails, and meetings, Zoho captures social media interactions. Sales representatives can set up workflow automations, such as sending a follow up email three days after a demo meeting.

Your organization needs to know not just what happened in the past, but also what to expect in the future for sales and leads. An AI-based sales reporting tool can analyze ‌current data and predict what's likely to happen in the future. As AI agents are becoming more expected, organizations should also look for a tool that creates custom agents, such as Agentforce.

Your team members often have different needs when viewing the data — a sales manager needs the bigger picture, while individual representatives want to know how they're performing. A tool that smoothly customizes reports and sales dashboards makes it easy for every person to quickly get the answers and insights they need to do their jobs and make smart decisions.

Effective sales reporting needs data from other systems, including marketing, CRM, and finance. Look for a platform that includes integrations with your current systems. You can save time and money by not having to create custom APIs and integrations.

Data in text form can be overwhelming and challenging to understand. A tool that supports straightforward visualizations, including clear breakdowns of details, can help team members interpret the data more quickly. This feature can also save you time; having high-quality, auto-generated illustrations means you don't have to make graphics for presentations.

Sales reporting tools that offer customizable automation make it much easier for you to collect and send data. The best options let you set up automatic data inputs and report delivery so you can keep stakeholders updated in real time without adding to your to-do list.

With access to the right data in the right format, your organization's leaders have the information they need to make the most effective sales plan. Sales reporting data can provide you with insights into recent sales and predict future sales, such as forecasted revenue and which deals are most likely to close. Organizations that take the time to select a sales reporting tool with the features needed to help achieve their goals can improve their overall sales and revenue through data-driven decisions.