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Your business’s performance at a glance

Copper Sales Reporting gives you instant insight into your pipeline, activities, and performance—fully customizable, deeply visual, and ready right inside CRM.

Try Copper free Get demo

Copper is trusted by 30,000+
companies of all sizes

Know your business inside out

Pipeline reports

Personalize reports with custom fields, gain insights into deal length and inactivity, and easily identify top opportunities.

Customer insights

Spot relationships to nurture, prioritize outreach, and strengthen customer bonds.

Team activity

Unlock deep visibility into your team’s activity and growth with accessible, high-impact reporting.

With Copper, it’s the ability to internally link information, people, and content that is really unique where you can strategically analyze everything from different views.

Kevin Holtzman

Perceptual Intelligence

Powerful reporting made simple

Templates

Start with a template

Launch one-click dashboards using pre-built layouts suited for common sales needs.

Schedule a report

Schedule, alert & share

Automate report delivery, send alerts, or export insights—all without manual juggling.

Calculations

Let Copper do the math

Create automations that calculate profits, commissions, and more. Feed the right metrics into Copper's reporting suite for more visibility.

Build your own insights

Fully customizable dashboards

Modify KPIs, apply filters, rearrange charts, and define insights — all tailored to your workflow.

Copper is a core part of how we’ll scale and grow. It gives us the data insights we need to get where we want to be.

Houwzer grows exponentially in 7 years using Copper

→

All that and more

Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.

Try Copper free

Goal Setting

See how your sales number is tracking and where you’re going to end up compared to your goal.

Sales Dashboard

See trends in your closed business with a sales history dashboard that shows average monthly sales and sale value.

Sales Forecast

See your potential revenue by expected close date, keep a pulse on your pipeline, and plan ahead.

Lead Conversion

Track lead conversion rates to spot the difference between high- and low-quality leads.

Win Rate Report

Know who your top performers are by tracking win rates by individual or by team.

Loss Reason Report

Copper helps you understand why you’re losing deals and make adjustments in your strategy.

Connect the tools you’re already using

All your essential apps

Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.

Learn more →

Google Sheets

Turn data into easy-to-understand insights with our Custom Report Builder that connects directly.

Google Data Studio

Build and share reports with data from multiple sources with our Google Data Studio integration.

Meet the folks who chose Copper

More happy customers →

"Strong reporting for sales performance, lost and abandoned sales and marketing effectiveness."

Joe T.

"An excellent tool to optimize opportunity management and strengthen customer relationships."

"I love that it syncs to our Google Workspace environment. Having all of that information on a record is truly helpful to gain insight on our relationship with a customer."

Ariell H.

"It has given me clarity about my pipeline."

David H.

"Copper’s reporting and insights help you make smarter business decisions. See which clients need attention, track revenue opportunities, and monitor team performance—all in just a few clicks."

Ahmad S.

"Copper is the best CRM and project management tool I have ever worked with."

Jocelyn H.

The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar.

Atira R.

As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need.

Liane C.

Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore.

Andrew W.

I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar.

Otisa E.

Copper CRM piggy backs right on top of Gmail in a seamless way.

Jeff L.

I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic.

Daniel K.