Turn your CRM export into a pipeline report your team — and your execs — actually read.
Drop a deals or pipeline export — CSV or XLSX from Salesforce, HubSpot, Pipedrive, or a spreadsheet — and get a branded, board-ready sales report in under a minute. No pivot tables, no slide-building.
CSV · XLSX · Salesforce / HubSpot / Pipedrive exports — no template prep required
Your pipeline is solid. The export you pull it from isn't.
Reps and RevOps live in raw CRM exports all month — and every one of them looks like exactly what it is: a grid of columns that has no business in front of a leadership team.
Raw CRM exports look awful in a QBR
A 50-column deals dump is fine for the CRM and embarrassing on the screen in a quarterly review. It buries the story your numbers are actually telling.
The deck eats hours every month
Pivot tables to total bookings, conditional formatting, then rebuilding all of it in slides so it's presentable — that's half a day, gone, repeated before every review.
It never looks the same twice
Every rep, region, and quarter gets formatted a little differently. There's no single, on-brand pipeline report you can hand to anyone and trust.
From CRM export to board-ready in three steps.
No setup, no templates, no pivot-table gymnastics — just your file.
Drop your deals export
Upload your deals or pipeline export exactly as it comes out of Salesforce, HubSpot, Pipedrive, or a spreadsheet. CSV, XLSX — whatever you've got.
Pagelumen reads it
It auto-detects rep and owner, deal amount, stage, close date, and region — then organizes the numbers the way a sales team actually reviews them.
Get a branded report
Receive a polished report on your company's logo and colors — ready to download, present in your QBR, or share with leadership through a private link.
Everything you'd build by hand — done for you.
The pipeline metrics sales leaders actually present, formatted on brand every time.
Per-rep & per-region leaderboards
Rank reps and regions by closed revenue, deal count, or average size — for stand-ups, QBRs, or end-of-quarter reviews.
Closed, count & average deal size
Total closed revenue, deal count, and average deal size broken out cleanly — no reverse-engineering a CSV to get the headline numbers.
Distribution insight
Median against average deal size, so a couple of whales don't quietly distort the story your pipeline is telling.
Volume & bookings by month
Bookings and deal volume trended month over month across whatever time range your export covers.
AI-written key observations
A short, plain-English readout of what moved and what stands out — so the report explains itself in the room.
Your branding & shareable links
Your logo and colors on every report, plus a private link to share for a QBR — no spreadsheet attachment required.
Look at an actual sales report.
Don't take our word for it — see the kind of branded, board-ready report your CRM export turns into, with pipeline metrics laid out the way sales leaders present them.
See a real sample report →Here's the kind of before/after you'll get.
Same pipeline data, two very different things to put in front of an exec.
- 50 columns of CRM fields and IDs nobody outside RevOps reads
- No branding — just gridlines and a default font
- Bookings buried across rows you have to total by hand
- Half a day of pivot tables and slide-building before every review
- One clean, branded report on your company's logo and colors
- Rep and region leaderboards, bookings by month, average deal size at a glance
- Plain-English key observations written automatically
- A private link you can drop into a QBR in under a minute
Illustrative example. Drop in your own deals export to see the real before/after on your numbers.
Questions sales teams ask.
Your next pipeline report could take one minute.
Drop a deals or pipeline export and see your first branded, board-ready sales report — free.