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Reports and intelligence

See the work.
Understand what is changing.

Bring pipeline progress, tasks, contacts, communication, and team activity into one reporting view—so you can understand performance and focus attention where it matters.

Request early accessExplore the reports

Overview, analytics, reports, and notifications in one connected workspace.

Dashboard overviewGood morning, Nora
August 2026
Contacts312
Open deals18
Pipeline value$78.3k
Tasks due today6
Pipeline movement
MonToday
Pipeline value is up+18%
Today's agenda
9:30 AMCall with Marlow Industries
2:00 PMSend proposal · Vellum Partners
6 tasks due today2 high-priority follow-ups
Dashboard Overview with contacts, open deals, pipeline value, and tasks due today
Review core workspace activity, today’s agenda, recent updates, and opportunity-stage distribution from one overview.

Four views of the same connected workspace.

  • Overview

    See the current state of contacts, opportunities, pipeline value, tasks, agenda, and activity.

  • Analytics

    Review budget, profit, growth, forecast, contact growth, and intelligence views.

  • Reports

    Understand pipeline, task, team, communication, automation, and funnel activity.

  • Notifications

    Keep important workspace updates visible alongside the reporting workflow.

Overview

Start with the state of the workspace.

See the numbers and activity your team needs for a fast daily check-in, without rebuilding the picture in a spreadsheet.

  • Total contacts and open opportunities.
  • Current pipeline value.
  • Tasks due today, agenda, and recent activity.
Workspace pulseWhat changed today
Live
Recent activity
Deal movedVellum Partners · Proposal stage
Note addedMarlow Industries · Renewal terms agreed
Opportunity stages
Qualified35%
Proposal40%
Delivery25%
Agenda, recent activity, and opportunity-stage distribution
A concise view of customer activity, pipeline, and immediate work.

Deal analytics

Understand the value behind active work.

Review budget, profit, growth, and forecast information alongside the opportunities and projects already managed in Avanta.

  • Budget and profit views.
  • Growth indicators.
  • Forecast information across the selected period.
Performance snapshotMonthly analytics
Forecast
Budget$142k
Profit$38.6k
Growth+14%
Forecast$96k
Growth trend
Compared with July+14% growth
Analytics with budget, profit, growth, and forecast
Compare core deal and project indicators over week, month, quarter, or year periods.

Contact intelligence

See how the relationship base is developing.

Compare contact growth and Contact Intelligence views to understand changes across the workspace's relationship data.

  • Contact growth over time.
  • Contact Intelligence score views.
  • Date-range comparison across available periods.
Relationship healthContact Intelligence
+28 contacts
Contact growth
Contact Intelligence
MIMaya IversenHigh
TOTomas OrtegaMedium
JLJun LiMedium
Contact growth and Contact Intelligence
Review contact growth and intelligence information within the Analytics area.

Reports

Connect pipeline performance to daily execution.

Move beyond a single pipeline total and review how opportunities, tasks, team activity, communication, and automations contribute to the overall workflow.

  • Contacts-to-Won funnel.
  • Pipeline and task summaries.
  • Team, communication, and automation summaries.
Conversion reportContacts to Won
18% win rate
Contacts312
Qualified194
Proposal106
Won56
In proposal
Marlow Industries$42,000
Next reviewFriday
Contacts-to-Won funnel and pipeline reports
Review movement through the funnel and understand the activity surrounding the pipeline.
Operational reportsTeam activity
This month
Tasks completed42 this month
Team activity128 logged actions
Communication76 calls & emails
Automations run19
Updated just nowView report
Task, team, communication, and automation reports
Compare operational activity across the workspace.

A clearer view for the decisions teams make every week.

  • How much active work is in the pipeline?

  • Which opportunities are moving through the funnel?

  • What is due today or already falling behind?

  • How are contacts and customer activity changing?

  • Where is team and communication activity concentrated?

Avanta brings these signals together using the same workspace records your team already uses to manage customer relationships and delivery.

Rather than collecting updates across multiple spreadsheets and disconnected tools, teams can review pipeline, task, relationship, and activity information in one reporting area.

Reporting periodPerformance overview
Updated
WeekMonthQuarterYear
This month
Pipeline value$78.3k
Won deals9
Tasks completed42
Week, month, quarter, and year date filters
Change the reporting period without changing the underlying workspace context.

Reporting that stays connected to the work.

Avanta’s reporting areas are built around the contacts, opportunities, tasks, communication, and team activity already managed inside the workspace.

One connected data context

Dashboard and report views reflect activity from the same workspace used for customer and project work.

Useful reporting periods

Move between this week, this month, this quarter, and this year.

Operational and relationship visibility

Review pipeline, tasks, contacts, team activity, communication, and automations without treating each area as a separate reporting system.

Evidence before conclusions

Use Avanta's reports as a shared view of workspace activity, then apply team knowledge when deciding what to do next.

Explore every reporting view

Move from a quick daily overview to deeper analysis of pipeline, relationships, and team activity.

Overview

Check contacts, open opportunities, pipeline value, tasks due today, agenda, and recent activity.

View Overview

Analytics

Review budget, profit, growth, forecast, contact growth, and intelligence information.

View Analytics

Reports

Explore funnel, pipeline, task, team, communication, and automation summaries.

View Reports

Notifications

Keep relevant workspace updates close to the reporting workflow.

Frequently asked questions

What the current Reports and Intelligence areas cover today.

Which dashboard views are available?

The current Avanta dashboard includes Overview, Analytics, Reports, and Notifications.

Which reporting periods can I use?

Dashboard and reporting views provide filters for this week, this month, this quarter, and this year.

What appears in the Overview area?

The Overview area includes total contacts, open opportunities, pipeline value, tasks due today, agenda, recent activity, and opportunity-stage distribution.

What analytics are available?

Observed analytics include budget, profit, growth, forecast, contact growth, and Contact Intelligence views.

What reports can Avanta show?

Avanta includes Contacts-to-Won funnel reporting and summaries for pipeline, tasks, team activity, communication, and automations.

How are Contact Intelligence scores calculated?

Contact Intelligence is an available view in Avanta. The exact scoring method is not published here, and Avanta does not present it as predictive AI or a guaranteed conversion model.

Can I create custom dashboard widgets?

Custom widget configuration is not currently available. Avanta's dashboard, analytics, and reporting areas are fixed views built around workspace data.

Does Avanta use AI to generate reports or forecasts?

No. Avanta displays analytics and forecast information based on workspace data, not AI-generated or predictive output.

One connected workspace

Put every deal in motion

Bring your customers, pipeline, outreach, invoices into one workspace.

Talk to the Avanta team

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