ERPX CRM / CRM Reports
ERPX CRM reporting covers six reports: Sales Pipeline, Lead Reports, Opportunity Reports, Lead Lifecycle, Transaction Chain and Sales Funnel. Each one reads the same leads and opportunities your team works every day.
In the CRM journey
CRM reporting turns lead and deal records into answers about pipeline value, conversion and where deals stall. In ERPX, the Sales Pipeline report shows total and weighted pipeline, win rate and average deal size, and the Sales Funnel counts Active Leads, Opportunities, Quotations and Converted.
One record set, several business questions
Reports read the same Leads, Opportunities and conversion links the team works every day. Each view answers a different management question.
View 01
See the source, status, owner and follow-up behind incoming interest.
View 02
Review deal stage, amount, probability and expected closing.
View 03
Compare active value, weighted value and movement by stage.
View 04
Locate the biggest drop from Leads through deals and conversion.
View 05
Lead Lifecycle and Transaction Chain show activity, conversion and quotations.
The records behind the report
Amounts, probabilities, stages and outcomes come from the opportunity records the team already works.
In detail
Sales Pipeline report
The Sales Pipeline report shows total pipeline, weighted pipeline, total opportunities, win rate and average deal size. Below the figures sit opportunities by sales stage, pipeline value by stage, a pipeline trend and the top opportunities.
Sales Funnel & Lead Lifecycle
The Sales Funnel counts Active Leads, Opportunities, Quotations and Converted, and can be downloaded as PNG or PDF. The Lead Lifecycle report traces one lead’s opportunities, emails, notes, calls, meetings and Sales Quotations in one place.
Lists & Transaction Chain
Lead Reports and Opportunity Reports are filterable lists by status, stage, territory, owner, source and date, exportable to CSV. Transaction Chain starts from a lead, prospect or opportunity and follows it to the converted customer and its Sales Quotations.
Worked example
A sales manager prepares for the quarter review and needs each answer to trace back to records.
| Question | Report | What it shows |
|---|---|---|
| How much is in play? | Sales Pipeline | Total and weighted pipeline from amount and probability |
| Are we winning? | Sales Pipeline | Win rate, average deal size and top opportunities |
| Where do leads drop out? | Sales Funnel | Active Leads → Opportunities → Quotations → Converted |
| Which deals are overdue? | Opportunity Reports | Open deals sorted by expected closing date |
| Where did this customer come from? | Transaction Chain | The lead, opportunity and Sales Quotations behind the customer |
Every answer comes from the same lead and opportunity records the team works every day.
Connected work
Each part of ERPX CRM keeps its own purpose while preserving the relationships needed by the rest of the journey.
Lead management software that gives every enquiry an owner, territory, source and follow-up date, and converts only Qualified leads into opportunities.
ExploreSales pipeline software that tracks each deal’s amount, probability, close date and stage, then continues into Sales Quotations and Sales Orders.
ExploreLead capture forms, shared by link or embedded on your site, that turn genuine submissions into owned leads with spam and duplicate checks.
ExploreBuyer questions
CRM reporting summarises leads, opportunities and conversions so managers can see pipeline value, win rate and where deals stall. ERPX CRM has six reports: Sales Pipeline, Lead Reports, Opportunity Reports, Lead Lifecycle, Transaction Chain and Sales Funnel, all built on the records the sales team already maintains.
CRM-only reports stop at the won deal. ERPX CRM reports cover the pipeline, the sales funnel and each lead’s full lifecycle, and the Transaction Chain reports follow a lead through quotations into orders, deliveries and invoices. Sales and finance read the same records, so pipeline and revenue figures do not need to be reconciled across systems.
Weighted pipeline in ERPX is the value of active opportunities adjusted by each deal’s probability. Total pipeline treats a 10% deal the same as a near-certain one; weighted pipeline does not. ERPX shows both on the Sales Pipeline report. Compare them weekly: a wide gap means much of the pipeline rests on low-probability deals.
The ERPX Sales Funnel counts how many records reach each stage: Active Leads, Opportunities, Quotations and Converted. Read it by the biggest drop. A steep fall from leads to opportunities suggests a qualification problem, while a fall from quotations to converted suggests a pricing or closing problem. It downloads as PNG or PDF.
Yes. The ERPX Lead Lifecycle report traces one lead end to end: its summary, the opportunities generated from it, the emails, notes, calls and meetings logged, and the Sales Quotations raised with the customer they went to. Filter by status, territory, owner, source or a specific lead, and export it to CSV.
Yes. ERPX exports Lead Reports, Opportunity Reports and Lead Lifecycle to CSV, the Sales Pipeline report to PDF, and the Sales Funnel to PNG or PDF. Exports keep the filters you applied, so the file answers the question you asked. Reports appear only for roles that have access to them.
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