How to create data reports in Webmecanik Pipeline? – Webmecanik

The Reports tab in Webmecanik Pipeline enables you to precisely manage sales activity by transforming CRM data into dashboards and actionable metrics. Accessible from the sidebar menu via Analytics > Statistics, then by selecting the Reports tab, this space centralizes all your custom analyses.

🗂️ Organizing and managing your reports

The left sidebar contains all your analysis documents for quick navigation:

Shared with me: contains reports created and made available by other members of your team.
My reports: lists your personal reports.
Search bar: lets you instantly find a specific report among your lists.

By clicking the contextual options (⋮) to the right of each report, you can access several administrative actions:

Rename: change the report title at any time.
Duplicate: clone an existing configuration to create a variation without starting from scratch.
Show in statistics: pin the report directly to your main dashboard.
Share with all users: switch the report's visibility between private use and global sharing with the team.
Delete: permanently remove the report for all authorized users.

⚙️ Creating a report: available objects and metrics

The + Create button opens a window dedicated to defining the scope of your analysis. After entering the title and specifying whether the report should be shared with the team, you configure two key elements:

1. The object to analyze

Webmecanik Pipeline lets you base your reports on four key entities in your sales database:

🎯 Opportunities: to analyze the value of your sales pipeline, sales stages, and closed deals.
👤 Contacts: to track the volume and types of qualified contacts.
🏢 Companies: to measure the volume of company accounts managed.
📅 Activities: to assess your sales team's workload and level of engagement (calls, tasks, appointments).

2. The metric to measure

Depending on the selected object, the metrics automatically adjust:

For Opportunities: Number of opportunities, Total amount (€), Average amount (€), Total margin (€), Average margin (€), Average opportunity duration, Conversion rate.
For Contacts: Number of contacts.
For Companies: Number of companies.
For Activities: Number of activities, Total activity duration, Average activity duration.

🔍 Advanced data filtering

To precisely target the items to analyze, the Filters panel lets you apply one or more cumulative conditions:

Conditional rules: each rule associates a specific field (e.g., owner, amount, status, creation date), a comparison operator (equals, contains, greater than or equal to, etc.), and a target value.
Combining criteria: add as many conditions as needed to refine the segment of opportunities or activities being analyzed.
Managing changes: when you adjust filters on an existing report, you can either Save changes to permanently update the view or Reset changes to return to the saved configuration.

📊 Visualization and presentation modes

Webmecanik Pipeline offers 5 display modes that can be switched with one click to view your data from the most relevant perspective:

Visual formats

📊 Vertical bar chart (histogram): ideal for comparing volumes or amounts across several entities or periods.
📋 Horizontal bar chart: highly readable for ranking by user, prospecting source, or sales stage.
🥧 Pie chart: perfect for visualizing the relative share of each category compared with the whole (e.g., distribution by status or origin).
🔢 Raw indicator (#): displays a single, impactful, and concise KPI in a large format (e.g., cumulative revenue, total margin generated, or overall conversion rate).
🗓️ Raw table (tabular view): displays all raw data line by line with record details (name, status, pipeline stage, owner, amount).

Axis customization and export

Above the visual display, two dynamic selectors adjust the granularity of your analysis:

Break down by: lets you segment your data according to the variable of your choice (by Owner, by Origin, by Status, etc.).
Measure by: lets you adjust the calculated metric without having to recreate the report (e.g., switch from Total amount to Number of opportunities or Margin).
📥 Export button: lets you extract report data to a file that can be used outside the platform.