See revenue this month, open leads, pipeline value, unpaid invoices, upcoming bookings and a forecast on one screen, pulled straight from your own CRM.
Reports is included on Growth, Pro and Ultimate.
Most small business owners keep the numbers in their head or in a spreadsheet they stopped updating in March. How much did we bring in this month? Who still owes us? What is likely to close? WebNewBiz answers those from the data already in your CRM. Your contacts, deals, invoices, bookings and store orders feed one dashboard, so you open a single screen and read where the business stands instead of adding it up by hand.
Revenue this month, new leads, pipeline value, open invoices, overdue amount, upcoming bookings and total contacts sit together in one header strip.
See money in this month next to last month, counted from invoices that were actually paid, so the number is real and not just invoiced.
See the total value of open deals, plus a forecast that weights each deal by its chance of closing and adds up what should land this month.
See how much is still unpaid and how much is past due, so you know who to chase before the end of the month.
Revenue by day, deals grouped by stage and your top lead sources, over the last 7, 30 or 90 days or the past year.
If you sell online, see orders, revenue, average order value, repeat rate and top products, counted apart from your sales deals.
The top of the report is a row of numbers that answer the questions an owner asks first. Each one is read from your CRM, so it updates as you work:
Under that strip you get the detail: a chart of revenue by day, your deals sorted by stage, and where your leads came from. You can scope the numbers to one website if you run more than one in your account, so a report shows just that business and not all of them mixed together.
The forecast is simple and honest. It takes your open deals, multiplies each deal's value by its chance of closing, and adds up the ones expected to close this month. A deal worth a lot at a low chance counts for less than a smaller deal that is close to done. So the forecast moves as you update deal values and probabilities in your pipeline.
It is not a prediction engine and it does not guess at deals you have not entered. It reflects what is in your pipeline right now. If you keep your deals and their stages current, the forecast is useful. If the pipeline is out of date, the forecast will be too.
If you sell products, the report shows your store numbers separately from your B2B sales deals. You get orders, total revenue, average order value, how often buyers come back, revenue by day and your best-selling products. Keeping store sales apart from deals means a big online order does not distort your pipeline, and a slow sales week in the pipeline does not hide a strong week in the shop.
Store buyers also become contacts in the CRM automatically, so the same people show up in your contact count and your sales report pulls from one source.
The dashboard does not ask you to import anything or connect an outside tool. It reads what is already in your WebNewBiz account: the deals in your pipeline, the invoices you sent, the bookings on your calendar and the orders in your store. Website enquiries land in the CRM on their own, and store buyers become contacts, so the data arrives without extra typing.
Because the report only shows what you track, an empty CRM shows an empty dashboard. The more you use the deals, invoices and bookings, the more the reports are worth reading.
Small business owners who want revenue, leads and unpaid invoices in one place instead of a spreadsheet, service businesses tracking deals and bookings, and store owners who want sales numbers next to their pipeline. Agencies can read a report per client site.
Every plan costs $1 for the first month, then the monthly price below. Cancel any time.
| Plan | Price | Reports |
|---|---|---|
| Lite | $9 a month | No |
| Starter | $29 a month | No |
| Growth | $79 a month | Yes |
| Pro | $149 a month | Yes |
| Ultimate | $199 a month | Yes |
Full details on the pricing page.
What CRM reports do I get for my small business?
One dashboard with revenue this month and last, new leads, pipeline value, open and overdue invoices, upcoming bookings, total contacts, a sales chart and a forecast. Store owners also see orders, revenue, average order value and top products.
Is there a sales dashboard I can open each morning?
Yes. The Reports screen puts your key numbers in one header strip, with revenue by day, deals by stage and top lead sources below it. You pick the period you want to see.
Can I see a sales forecast?
Yes. The forecast adds up your open deals, weights each one by its chance of closing, and shows what should close this month. It updates as you edit your deals.
Which plans include the reports?
Reports are on Growth, Pro and Ultimate. Every plan is $1 for the first month, then Growth is $79 a month.
Does it show which invoices are still unpaid?
Yes. The dashboard shows your open invoices and how much is overdue, so you can see what to chase without opening every record.
Can I see store sales and pipeline in the same place?
Yes, and they are kept separate. Store orders, revenue, average order value, repeat rate and top products are counted on their own, apart from your sales deals.
Do I have to import my data first?
No. The reports read what is already in your WebNewBiz CRM: your contacts, deals, invoices, bookings and store orders. There is nothing to import.
Can I see reports for just one of my websites?
Yes. If you run more than one website in your account, you can scope a report to a single site so the numbers are not mixed together.
Get your website and CRM on one plan, and read your revenue, pipeline and forecast on one screen.
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