Reporting dashboards for sales data

Relate now has full, version one sales data reporting capabilities. To get started with reporting, Click the workspace logo in the top left corner of your workspace. Then click  at the bottom of the list.

Relate provides plenty of charts that should be useful enough to get started without customization, starting with five default ones:

• Newly booked revenue

• Annual contract value(ACV)

• Win rate

• New opportunities by pipeline stage

• New opportunities over time

But you can also create a custom chart on top of the default ones.

The new reporting available today is only a starting point for what we plan to deliver soon with reporting!

To learn more about the Reporting feature in detail, see our product guide.

Fixes & Improvements

See our main changelog for this release.