Reports in Coffee show your pipeline, forecast, rep activity, lead sources, and retention data in one place. You can build a report by describing it in plain English, or open a ready-made report. Then you can filter, refine, share, download, and schedule it.
How do I create a report from a description?
To create a report from a description in Coffee, use the text box at the top of the Reports page.
Click Reports in the left sidebar.
Click the text box at the top and describe what you want to see. For example: "Show me deals over $50K closing in the next 30 days, grouped by owner."
Click Generate Report. Coffee builds a report with charts, KPIs, and filters, and opens it.
Tip: Click one of the suggestions under "Need inspiration?" to fill the text box for you.
How do I open a ready-made report?
Ready-made reports in Coffee are templates you can open with one click.
Click Reports in the left sidebar.
Under Ready-made reports, click the report you want. The report opens.
The four ready-made reports are:
Pipeline Health & Stage Conversion: funnel, stage conversion, and at-risk deals.
Forecast vs Actual & Commit Accuracy: forecast, commit, and actuals over time and by rep.
Rep Performance & Activity Impact: activity levels compared with outcomes for each rep.
Revenue Retention & Expansion Insights: churn, contraction, renewals, and expansion by segment and owner.
How do I change the date range of a report?
To change the date range of a report in Coffee, use the date dropdown at the top left of the report.
Open a report.
Click the date dropdown at the top left. It shows This Quarter by default.
Select a range: All Time, a month, a quarter, a fiscal year (FY), or Custom Range. The report updates to the new range.
Fiscal year ranges use the fiscal year start set in your workspace. See Setting your fiscal year.
How do I filter a report by rep?
To filter a report by rep in Coffee, use the rep dropdown next to the date range.
Click the All reps dropdown.
Search for a rep or select a name in the list. The report updates to show only that rep's results.
To see everyone again, select All reps.
How do I refine a report?
To refine a report in Coffee, describe the change in plain English in the refine box.
Click the Refine this report box under the filters.
Type a change. For example: "group by region" or "only show enterprise."
Click the send arrow. The report updates with your change.
How do I add a block to a report?
A block is one section of a report, such as a chart, a table, or a set of KPI tiles. To add a block to a report in Coffee:
Open a report you created from a description.
Click Add block at the top right, or Add another block at the bottom.
Click a category to narrow the list: Pipeline, Forecast, Rep activity, Lead sources, or Retention. Click All to see every block.
Click the block you want. Coffee adds it to the report.
The table below lists the blocks in each category and what each one shows. NRR is net revenue retention. GRR is gross revenue retention.
Category | KPI tiles | Summary | Chart | Table |
Pipeline | Pipeline KPIs: total pipeline, weighted, quota, coverage | Pipeline summary: AI-written narrative on coverage and risk | Pipeline funnel: horizontal bar chart by stage | Open opportunities: deal name, owner, stage, amount, score. Stage conversion: count, value, conversion %, average days |
Forecast | Forecast KPIs: forecast, commit, actual, variance | Forecast summary: variance vs. commit narrative | Forecast vs actual: weekly commit, forecast, actual, quota | Rep forecast roll-up: quota, commit, forecast, actual, accuracy |
Rep activity | Rep activity KPIs: team revenue, activities, win rate | Rep activity summary: team productivity narrative | None | Rep leaderboard: revenue, deals, win rate, activities |
Lead sources | Lead source KPIs: leads, pipeline generated, best ROI | Lead source summary: channel performance highlights | Funnel by source: stacked bar of stage volume per channel | Lead source breakdown: channel performance with ROI |
Retention | Retention KPIs: NRR, GRR, expansion, churn | Retention summary: NRR/GRR and at-risk renewals | NRR / GRR trend: net and gross retention across the last 5 quarters | Upcoming renewals: account, ARR, health, risk |
Under All, you can also add a Record list of deals, companies, or people. Pick the columns, filters, grouping, and sort.
How do I edit a report?
To edit a report in Coffee, open it in edit mode.
Open the report.
Click the pencil icon next to the report title. The report opens in edit mode.
How do I refresh a report?
To refresh a report in Coffee, use the refresh icon next to the filters.
Click the refresh icon next to the filters. The numbers update.
Check the time on the right. It shows when the report was last updated.
How do I save a report to Favorites?
To save a report to Favorites in Coffee, star it.
Click the star next to the report title. On the Reports page, you can also click the star beside a ready-made report.
To open it later, click Favorites in the left sidebar, then Reports.
How do I share a report?
New reports in Coffee are private. Only you can open them. To share a report with your workspace:
Click the lock icon next to the report title.
Under Visibility, select Shareable. Anyone in your workspace with the link can view the report.
Click Make shareable to copy a link.
Send the link to your teammates.
To make the report private again, open the same menu and select Private. Only people in your workspace can open a shareable link.
How do I download a report?
To download a report from Coffee, use the download icon next to the report title.
Click the download icon next to the report title.
Select Download as PDF or Download as spreadsheet. The file downloads to your computer.
How do I schedule a report?
To have Coffee send you a report automatically, schedule it from the report.
Click the calendar icon next to the report title.
Turn on Schedule this report.
Under Frequency, select Daily, Weekly, or Monthly.
If you chose Weekly, select the day of the week.
Set the time.
Under Deliver via, select Email and/or Slack. Coffee sends the report on your schedule.
