Sales reporting software is a tool to transform raw sales activity into structured and actionable insights. This tool pulls data from various sources, like your CRM, spreadsheets, email, Google Analytics, or ecommerce platforms. Then, that raw information turns into data analysis dashboards that track performance in real time.
The main benefit of sales reporting software is to free your team from number-crunching and let them focus on selling. Instead of digging through multiple tabs or weekly reports, your team gets live updates on key sales metrics.
Let’s say on revenue, conversion rates, pipeline status, win-loss ratios, and more. Whether it’s a quick view for a Monday stand-up or a detailed breakdown for your monthly review, it’s all there. Automated and easy to digest.
The right sales reporting app goes beyond static charts. It alerts you to deal with risks, highlights underperforming stages, and helps you course-correct before targets are missed. All to improve sales tracking, and keep your team focused on what matters: better sales performance.
Top Sales Reporting Software and Tools Options in 2025
There’s a wide array of sales analytics software options out there, and choosing the best one is quite a big task. Of course, each tool has its strengths in analytics, dashboard design, and reporting features. We’ll take a look at some of the leading players, from well-known CRMs to more specialised sales reporting tools.
Octobits
We developed Octobits right here at Nexalab because we saw a need for a straightforward, powerful analytics platform. It’s built to bring all your sales data from different sources, like your CRM or even Excel sheets, into one easy-to-use sales analytics dashboard.
Octobits is ideal for SMBs needing something smarter than a spreadsheet but lighter than a full enterprise stack. You get custom alerts, automated reporting, and support that doesn’t sleep. The best part? It’s all wrapped for free until the end of 2025.
HubSpot Sales Hub
For us, HubSpot’s Sales Hub is a solid choice for teams already using the platform for marketing or CRM. It comes with visual pipelines, automated workflows, and a clean, interactive dashboard.
What we like is how HubSpot makes creating custom visual reports pretty straightforward. You can quickly see your pipeline status, check in on how individual reps are performing, and understand your conversion rates. Plus, their free CRM option is a nice way to dip your toes into the world of sales analytics.
Salesforce Sales Cloud
Salesforce is a full-blown enterprise platform with powerful reporting features. With AI-driven forecasting and custom dashboards, Sales Cloud helps teams track every detail in their pipeline, from lead to close. And it integrates with almost any other business system you might be using.
For companies with complex sales cycles or multiple departments feeding data into one system, Salesforce delivers. That said, smaller teams may find the learning curve and pricing structure a bit steep.
Pipedrive
If simplicity is what you’re after, Pipedrive is worth a look. Its drag-and-drop interface makes pipeline management intuitive. And the built-in reporting tools help teams stay on top of progress without overthinking it.
Whether you’re tracking weekly calls or monthly revenue, Pipedrive’s automated reporting helps small sales teams move fast and stay on track. From our perspective, Pipedrive is especially handy for founders or marketers juggling multiple roles.
Zoho CRM
Zoho CRM gives you a broad suite of tools at a price point that works for growing teams. It offers a sales dashboard builder, report templates, and omnichannel insights across email, social, and phone.
Your teams can visualise their sales pipeline, understand their average sales cycle length, and keep an eye on team quotas. Zoho often appeals to SMBs, particularly with its free tier and budget-friendly plans
InsightSquared
InsightSquared provides dozens of out-of-the-box dashboards and report templates focused on sales analytics software, forecasting, and revenue trends. It plays well with CRMs like Salesforce and uses AI to help you spot trends or potential risks in your sales data.
This tool is particularly helpful for mid-market and larger companies. All to get more accurate revenue predictions and quickly identify any bottlenecks.
Freshsales
Freshsales, from the Freshworks family, is known for being an intuitive CRM that cleverly combines sales reporting with automation. That means your dashboards don’t just tell you what happened.
Freshsales hints at what’s coming next. For SMBs wanting a smooth entry into automated reporting with some predictive capabilities, Freshsales hits a sweet spot.
Klenty
Klenty is more focused on sales outreach than full CRM functions. But it shines when it comes to tracking sequences, like calls, emails, and follow-ups, and then feeding that data into clean activity reports. It works well alongside Pipedrive and Salesforce.
We see many startups love Klenty because it’s focus on sales engagement and automated reporting. It’s perfect for teams scaling outreach without losing sight of performance.
Monday Sales
If your team lives in spreadsheets or project tools, Monday’s sales solution feels familiar. It lets you design your software to create reports for sales, complete with widgets, Kanban views, and alerts.
For example, your sales managers can easily drag-and-drop deals through different stages and add custom columns for any sales metric they want to track. And for creative teams or B2C marketers, the visual flexibility is a big win.
Zendesk Sell
Formerly Base CRM, Zendesk Sell offers clean visual reporting and strong support integration. Your sales teams can get a quick overview of activity logs, deal forecasts, and even leaderboards, all on unified dashboards.
A key advantage is its integration with Zendesk Support and Chat, which helps to align your customer service data with your sales efforts. Zendesk Sell is often a go-to for SMBs who are looking for a simple, all-in-one platform to manage both sales and customer support.
Sales Reporting Software Comparison Table
| Software | Pricing | Key Cons |
|---|---|---|
| Octobits (Nexalab) | Free until December 2025 | It’s a new sales reporting software on the market. |
| HubSpot Sales Hub | Sales Hub Professional: A$140,49Sales Hub Enterprise: A$234,15 | Per-user pricing can add up; advanced features (forecasting, custom reports) only in higher tiers. Free tier lacks workflow automation. |
| Salesforce Sales Cloud | Starter Suite: A$35Pro Suite: A$140Enterprise: A$231 | Annual contract required (no monthly option) and transaction fees apply. High-cost at the enterprise tier. |
| Pipedrive | Essential: A$21,85Advanced: A$37,46Professional: A$76,49Power: A$92,10Enterprise: A$123,32 | Essential (entry) plan is very basic; advanced automations and reports only in higher plans. No free tier beyond 14‑day trial (subscription only). |
| Zoho CRM | Standard: A$21,85Professional: A$35,90Enterprise: A$62,44Ultimate: A$81,17 | Advanced capabilities (AI/Zia assistant, canvas, team modules) only in top tiers. Complexity: many features can require configuration. |
| InsightSquared | Quotation-based pricing | Pricing by quote (no published rates). Focused on analytics/forecasting (relies on existing CRM for source data). |
| Freshsales (by Freshworks) | Growth: A$14,05Pro: A$60,88Enterprise: A$92,10 | Some advanced automations cost extra. Entry tier lacks features available in Growth/above. |
| Klenty | Starter: A$78,05Growth: A$109,27Plus: A$154,54 | Starting price is relatively high. Advanced features (large call/SMS credits, data enrichment) only in top tier (Plus). |
| Monday Sales (CRM) | Basic: A$18,73Standard: A$26,54Pro: A$43,71Enterprise: Quotation-based | Basic plan requires a 10-seat minimum. Core features like email integration and automations only in Standard or higher. |
| Zendesk Sell | Sell Team: A$29,66Sell Growth: A$85,85Sell Professional: A$179,51 | Team edition limited to 2 pipelines (higher limits in Growth/Pro). Some features (lead scoring, task automation) only in the Professional tier. Growth and above can be expensive. |
Please note, the pricing in the table comparison above is per May 2025. The pricing may vary depending on your region, time, taxes, exchange rates, subscription term, and product options. We encourage you to visit the official email provider website to confirm the latest prices.
Your Next Step
As you see, the sales reporting software is your ticket to smarter decisions. The problem is there are too many options out there. That’s why we created Octobits to offer the best reporting software that’s easy to use, highly integrative, and made with growing businesses in mind.
So if you want to build a centralised way to report and act on your numbers, we’re here to help. We invite you to talk with our specialist for free. No pushy sales. Just to know each other to power your next phase of growth. Book your free discussion session here. And let’s figure out the best approach for your setup.
