Reports · sales controlling · attribution

Your numbers — updated every day.

Revenue per setter · close rate per campaign · show rate by weekday · cost per meeting · a revenue forecast based on your pipeline. A live dashboard, no Excel exports.

🔒 app.am-crm.com/controlling
A real view of AM CRM: Reports · sales controlling · attribution
9:41
5G
AM CRM on mobile: Reports · sales controlling · attribution
Live dashboards

Team, person and period.

Switch between the whole-team view and a single person in one click. Period filters: today, week, month, quarter, year or a custom range. Every figure live — no cache, no delay.

  • Whole team · one person · a custom group
  • Today · week · month · quarter · year · custom
  • Compared with the previous period (±%)
  • Set targets, with a progress bar
  • Arrange the widgets how you like
  • Bookmark the views you use most
Sales KPIs

Every number that matters.

Revenue · cash collected · deals won and lost · close rate · show rate · calls per day · talk minutes · meetings booked · meetings held · cost per meeting (for Meta and Google campaigns). Calculated live, with no aggregation delay.

  • Revenue / cash collected
  • Close rate / show rate
  • Calls / minutes / meetings
  • CAC · LTV · ROAS (when ads are connected)
  • Sequence metrics (bounces, reply rate)
  • Ranked per team member
🔒 app.am-crm.com/pipelines
A real AM CRM view: Every number that matters.
9:41
5G
AM CRM on mobile: Every number that matters.
Campaign attribution

Which ads actually bring in revenue?

Tie UTM parameters to deal revenue. See it straight away: Meta ad set X brought in €12,400, Google campaign Y only €2,100. Move budget to what actually works — not clicks, but real revenue.

  • UTM tracking per deal
  • Meta / Google / TikTok attribution
  • First touch, last touch and multi-touch
  • Budget against revenue against ROAS
  • Cohort analysis (customers by campaign)
  • An automatic report to whoever runs the ads
🔒 app.am-crm.com/tasks
A real AM CRM view: Which ads actually bring in revenue?
9:41
5G
AM CRM on mobile: Which ads actually bring in revenue?
Forecast

Where will the month land?

From your pipeline and your historical close rates, AM CRM works out a forecast for month end. It tells you: "carry on like this and you land at €42k — €8k above target." And it warns you automatically when you are behind.

  • A revenue forecast from the pipeline
  • Weighted by your historical close rate
  • The likelihood of hitting the target
  • A warning when you drift off target
  • A forecast per person
  • CSV export for board reports
Export + API

The numbers wherever you need them.

CSV export for Excel and Google Sheets. A direct Google Sheets sync that updates itself. A public API for your BI tool. Image export of charts for Slack and email reports.

  • CSV export, any time
  • A live Google Sheets sync
  • A REST API for BI tools
  • PNG export of charts
  • Automatic Slack reports
  • Scheduled email reports

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