View sales reports from Aviso mobile app
Written by Sukhmanjeet Kaur
Updated at August 3rd, 2025
Table of Contents
Sales reports are essential tools for businesses as they provide valuable and actionable insights into sales. They enable informed decision-making by offering data-driven clarity on what's working and what needs improvement. These reports facilitate goal setting, strategic planning, and resource allocation while also empowering businesses to adapt to changing market conditions and enhance overall efficiency. Aviso lets you view the sales reports in the Aviso mobile app.
After you log in to Aviso mobile app, tap on the Menu icon and then tap on
Reports. Tap on any report to open.
You can view the following reports:
Pipeline Projection report
The Pipeline Projection report is a powerful tool that provides you with a comprehensive understanding of your sales conversion rates, allowing you to gauge your performance in relation to the same period in the previous quarter. This report equips you with the insights necessary to refine your strategies and make data-driven decisions. Tap on the red “i” icon to view Aviso AI Forecast Explanation.
Win and Loss report
The Win and Loss report is a pivotal component designed to provide you with a comprehensive analysis of your sales outcomes. This insightful report empowers you to understand your deal conversions, track opportunities, and assess your win percentage. By offering granular control over the time frame and data segments, this report equips you with the information needed to refine your sales strategies and optimize success.
Choose from preset time frames—3 months, 6 months, 9 months, or 12 months
—to track changes and trends over different spans of time. The graph within the report visually represents the amount of deals, opportunity count, and win percentage. This graphical element enhances your ability to identify trends, spot patterns, and draw actionable conclusions from your sales data. the Win and Loss report allows you to further investigate specific data segments. By selecting a segment within the graph, you can access detailed information related to that particular category, revealing deeper insights into your performance patterns.
Utilizing the Win and Loss report, you can refine your sales strategies, capitalize on successful patterns, and address areas that may need improvement. Maximize your sales potential by leveraging the insights offered by the Win and Loss report. As you delve into the data, you'll uncover the keys to enhancing your win rates and achieving sustainable growth
Current Quarter Progression report
The Current Quarter Progression report is a dynamic tool that offers you an up- to-the-moment view of your sales performance within the current quarter. This report presents key metrics, a comprehensive graphical representation, and interactive features that empower you to monitor your progress, align with goals, and make informed decisions with precision.
The Current Quarter Progression report provides you with the real-time insights you need to adjust strategies, make informed decisions, and stay on track towards your goals. Whether you're a sales manager monitoring team progress or an individual contributor tracking personal targets, this report equips you with the tools to succeed and helps in decision making.
Rep Activity report
The Rep Activity report is a vital tool that provides a comprehensive overview of your sales team's engagement and interactions. This report offers a detailed account of the activities performed by each sales representative, allowing you to gain insights into their productivity, communication, and customer interactions. By offering transparency into their daily efforts, this report empowers you to assess performance, identify strengths, and tailor strategies for optimal results. Whether you're a manager looking to assess team performance or an individual sales representative aiming to track personal productivity, this report provides valuable insights for data-driven decision- making.
By understanding the nuances of your sales team's interactions and communication patterns, you can optimize workflows, enhance collaboration, and tailor coaching to elevate overall performance.