Crm reports
ProHow the team sells, from the deals themselves: win rate, deal size and sales cycle for a period, the pipeline by stage, where deals drop out, the next three months' forecast and the same per owner.
pnpm dlx shadcn@latest add @caliper/crm-reportsReports
5 deals closed in the last 3 months · 7 open today
- Win rate
- 60%
- 3 won · 2 lost
- Average deal won
- €45,067
- Sales cycle
- 72 days
- Opened to won, on average
- Weighted forecast
- €80,050
- of €203.7k open
Open pipeline by stage
- Lead2 · €24k10% chance · €2.4k weighted
- Qualified2 · €96.8k25% chance · €24.2k weighted
- Proposal2 · €34.9k50% chance · €17.5k weighted
- Negotiation1 · €48k75% chance · €36k weighted
Where deals drop out
| Stage | Value | Of first | Of previous |
|---|---|---|---|
| Lead | 14 | 100.0% | — |
| Qualified | 9 | 64.3% | 64.3% |
| Proposal | 7 | 50.0% | 77.8% |
| Negotiation | 5 | 35.7% | 71.4% |
| Won | 4 | 28.6% | 80.0% |
Forecast, next three months
- Oct 2026 (and overdue)€53.5k weighted3 deals · €82.9k if all close
- Nov 2026€2.6k weighted2 deals · €19.2k if all close
- Dec 2026€24k weighted2 deals · €101.6k if all close
By owner
| Owner | Open | Weighted | Won | Win rate |
|---|---|---|---|---|
| Priya Raman | €0 | €0 | €86k | 50% of 2 |
| Maya Chen | €75.6k | €42.8k | €49.2k | 100% of 2 |
| Tomás Ferreira | €128.1k | €37.2k | €0 | 0% of 1 |
When to use #
Use it for
- Sales leaders and founders reviewing the quarter.
- Any product that reports on a pipeline.
Skip it when
- Product analytics; use the metrics dashboard.
Installation #
pnpm dlx shadcn@latest add @caliper/crm-reports
Adds its 9 files to components/ui/, each with its own stylesheet, and installs their packages. Pro installs with your access token, set up once per project. See Pro access. The first part also adds Caliper UI’s tokens; import them once as in Installation.
Usage #
Import it from your copy of the source. The example behind the preview comes with the source.
import { CrmReports } from "@/components/ui/crm-reports"
The worked example comes with Pro
The 98-line example behind the preview opens here with a Pro or Team licence.
API reference #
CrmReports
component
Accessibility #
It is built on native elements and keeps aria-hidden in step with state.
No custom key handling; Tab and the native activation keys do the work.
Motion #
It declares no animation in its component source. Any transition comes from its stylesheet, which uses the duration tokens that collapse to instant under prefers-reduced-motion.