Any report you can think of, built by talking to it.
Taskbase builds the exact report you need from your CRM, your recordings and your deal rooms, and keeps the insights from your calls up to date: which competitors, objections and use cases matter most.
CRO Revenue Command Center
Where do we stand against the number? What is driving revenue? What do I do today?
Q4 2026 situation
Qualified funnel size, rolling 12 months
Total funnel Weighted funnel
NovJanMarMayJulSep
Meetings generated, rolling 12 months
Every new Sales Pipeline deal counts, whatever its starting stage.
NovJanMarMayJulSep
Do better skills lead to better revenue results?
Open deals that need attention
| Deal | Stage | Owner | Amount | Weighted |
|---|---|---|---|---|
| Northwind Logistics | Commercial agreement | Anna Weber | €84,600 | €67,680 |
| Helio Metering | Solution agreement | Luca Meier | €52,000 | €31,200 |
| Brantec IT | Problem agreement | Mira Keller | €41,500 | €16,600 |
| Alpenwerk Security | Problem agreement | Anna Weber | €38,000 | €15,200 |
| Vantro Group | Meeting booked | Luca Meier | €15,000 | €3,000 |
| Kestrel Foods | Meeting booked | Mira Keller | €15,000 | €3,000 |
Why we lose
- No priority at the moment42 deals · 34% of losses
- No strong use case or pain14 deals · 11% of losses
- Build internally6 deals · 5% of losses
Why we win
- Focused mid-size tech deals close6 of 20 wins were €20k+
- We win where a named pain is on the tableWins mirror the top loss reason
- We win on fit and speed, not priceOnly 4 losses went on price
A command centre that scrolls through the views. All names and numbers are fictional.
From your data to the report you need
- 1Connect your dataCRM, recordings, digital sales rooms and more, from wherever it lives. Every call, from every tool.
- 2Taskbase listensCalls feed the insights: what is said, by whom and how often.
- 3Start from a templateOr share a screenshot of the report you have in mind.
- 4Change it by chatAsk for another cut, a new widget or a weekly send, at any time.
Why not a CRM report
Reports in Salesforce and HubSpot put you in a narrow frame
You have to know how to build them, the AI help is not good enough yet, and you get the chart types the tool allows. Taskbase gives you far more room.
- 01
Exactly the report you need
One page, the way you want it. Be as creative as you like with the layout, the widgets and the cuts of the data.
- 02
Built by chat
Describe it, or share a screenshot, and Taskbase builds it with your data. Change it at any point just by asking.
- 03
Insights nobody has to enter
What comes up in your calls is counted automatically, so you never rely on a rep logging an objection or a competitor.
Insights from your calls
Which competitors, objections and use cases come up, and how often
As the playbook learns from calls, Taskbase counts what it learns. It takes all your calls, from all the tools you already use, however many there are. You see the most important competitors and objections, and which use cases customers ask for and which ones reps bring up themselves.
Insights
What comes up in your calls
Updated automatically, from all your calls.
7 days30 daysAll time
Objections
Competitors
Use cases
Insights from all calls, here the last 30 days. The numbers are an example.
- Competitors and objections ranked by how often they appear.
- Use cases split by who raised them: the customer or the rep.
- Part of it can go back into the playbook. Here, it is a report on its own.
For every rep
Where each rep stands in the quarter
Every rep gets their own quarterly outlook: how far they are from the goal, what they still need, their forecast and the deals that decide it. Managers see the same page for each person.
Quarterly Outlook – Jonas
Q4 2026 · path to €140K · live
● Q4 2026 — Current● Q3 2026 — Final snapshot
A rep’s quarterly outlook, moving through its views. Names, deals and amounts are fictional.
- Target, closed won, remaining gap and working forecast.
- The priority deals, and the close dates that need fixing.
- Live from the CRM, with a refresh whenever the rep wants.
Build your own
Start from a template, or from a screenshot
We give you template reports. If you already have an idea or a screenshot of the report you want, share it with Taskbase and it builds the same report with your data. It has never been easier to build a report.
Pipeline by region
Built from HubSpot and 120 recorded calls
Add win rateSplit by repSend every Monday
Added. The objections come from all your calls.
Building a report in the chat. Regions and values are fictional.
- Reports for sales management, for every team member and for customer success.
- Churn reports for customer success and account management, from the data you already have.
- Warnings for existing customers, such as a cancelled licence or falling activity, so that someone reaches out.
Adoption and time saved
What your team uses, and the time it saves
Taskbase measures everything: what reps use and what they do not, how much time they save and how their skills develop.
Team impact
Engagement & Time Saved
Last 28 days · 10 Sep – 7 Oct 2026 · 18 people in the user directory
- AWAnna WeberPower user509 coaching moments20/20 weekdays active (100%)300 quiet checksFavourite helperEmail Builderused 240×44hsaved
- LMLuca MeierPower user366 coaching moments19/20 weekdays active (95%)153 quiet checksFavourite helperEmail Builderused 61×30hsaved
- MKMira KellerRegular288 coaching moments16/20 weekdays active (80%)97 quiet checksFavourite helperCall Prepused 74×21hsaved
Engagement and time saved. All names are fictional.
- Adoption per person, over the last 28 days.
- Hours saved, per person and per helper.
- Skill development, next to usage.
Impact
How skill development moves your core KPIs
Taskbase measures skills and outcomes together. You see whether better skills show up in conversion, sales cycle length and average deal size, month by month.
Do better skills lead to better revenue results?
Six-month view. Prospecting skills map to meetings and pipeline. Closing skills map to win rate, sales cycle, deal size and won revenue.
Prospecting
Cold-call skill → meetings & pipeline
62 / 100 · latest month
38 scored calls · 4 reps
Six-month line
- May 264111 meetings · €85,500 pipeline
- Jun 264414 meetings · €92,100 pipeline
- Jul 264917 meetings · €96,800 pipeline
- Aug 265519 meetings · €101,300 pipeline
- Sep 265822 meetings · €98,400 pipeline
- Oct 266226 meetings · €103,200 pipeline
Closing
Customer-call skill → revenue outcomes
61 / 100 · latest month
57 scored calls · 5 reps
Six-month line
- May 264411.0% win · 74d cycle
- Jun 264713.2% win · 68d cycle
- Jul 265114.8% win · 61d cycle
- Aug 265517.1% win · 55d cycle
- Sep 265819.3% win · 50d cycle
- Oct 266121.0% win · 46d cycle
What the evidence says now
Use at least four months with skill evidence before showing a relationship. Use six or more months before treating it as a planning signal.
Example data, not customer results.
- Conversion, sales cycle and deal size next to skill scores.
- The link is tested again as each new month arrives.
- Evidence for what to coach next.
Your data
Reports from wherever your data lives
CRM, recordings, digital sales rooms and other tools: if it has an API or an MCP, Taskbase can report on it.
HubSpot
Salesforce
Pipedrive
Zoho CRM
Attio
Gong
Fireflies
Flowla
Trumpet
Google Sheets
Excel- … and many more
Discover more products
Taskbase products work together, on the same playbook.
See your own report built in minutes
Bring a screenshot of a report you wish you had. We build it live with your data.