CRM
Reporting grows past records: activities, email, campaigns, meetings, tickets and more - plus stage history, goals and forecasts
Until now the report builder could only see records - contacts, companies, deals and your custom objects.
Until now the report builder could only see records - contacts, companies, deals and your custom objects. Everything else in Solstral kept its own private statistics panel that you could look at but not do anything with: you couldn't filter it, pin it to a dashboard, compare it to last month or export it. That's gone. Ten new report sources open up the rest of the product - activities, email, campaign recipients, meetings, tickets, inbox conversations, form submissions, automation runs, web events and stage changes - all in the same builder, on the same dashboards, with the same filters and exports. Ask "average hours to first response by agent", "meetings booked per host per week", "click rate by campaign" or "form submissions by referrer" the same way you'd ask anything about a deal. Rate metrics come built in, so opened, clicked, bounced, solved and no-show are things you can average into a percentage rather than counting by hand. Pipeline analytics arrived, and they needed something Solstral wasn't recording before: every stage change is now kept as history, so you can finally measure how long things sit in each stage, where deals stall, how fast they move and how many make it from one step to the next. Because a pipeline in Solstral is just a field with stages on it, this works for tickets, projects and any custom object you've given a pipeline to - not only deals. A re-opened deal correctly counts both visits to a stage rather than quietly under-reporting. Goals let you set a target for any metric by month, quarter or year, optionally per person, and track progress against it. Weighted forecasting uses the win probabilities already on your stages, so no setup is needed. Reports also got better at answering "compared to what": pick Compare to previous period and a number gains a change indicator, while a trend chart gains a dashed line showing the same window last time. Rolling ranges compare against the equivalent stretch immediately before, calendar ranges against the previous calendar period - so "last 30 days" means the 30 days before that, not last month. You can now also group by owner, which was the most obvious thing missing. Visually, charts were rebuilt: proper axes, gridlines, hover tooltips and legends, and five new chart types - combo, scatter, heatmap, pivot table and an improved funnel showing drop-off at each step. Click any bar, slice or row to open the records behind it, with the report's own filters and date range carried across so the list matches the number you clicked. Where a segment can't be reproduced exactly, the chart simply isn't clickable rather than showing you a list that doesn't add up. Dashboards became arrangeable: drag widgets into the order you want and set each one to a third, half or full width. And under the hood, reporting is now measurably cheaper to run than it was before this release - several tables gained the indexes these questions need, identical queries arriving at the same moment are answered once instead of many times over, and every report has a time limit so no single question can slow the system down for everyone else.