Reporting

For the people who own the number.

Win rate, win/loss patterns, competitors and portfolio health in seconds — and the assistant answers the follow-up question in plain words.

Use sample data or connect your CRM — no credit card required.

ultragent.ai/app/opportunities/analytics
Pipeline · this year
$4.2M+78%
JanSep
Funnel
Leads · 1,240
Qualified · 412
Proposal · 168
Won · 64

How it works

Answers, not spreadsheets.

01

Out-of-the-box metrics

Win rate, pipeline value and average cycle time are live from day one.

02

Ask in plain terms

Ask the assistant in plain words, or save filtered views of your deals.

03

Build a canvas

Describe the report you want and ultragent builds it from your real deals.

Why it matters

Every cut of the number.

Win rate & pipeline

The core revenue metrics, computed from your live deals.

Cycle time

See how long deals take to close — and which ones are slipping.

Custom views

Save the filtered views of your deals and accounts you check every week.

Win/loss patterns

Wins and losses by source, competitor and champion, at a glance.

Ask-anything canvases

Describe a view in plain words and get a live canvas built from your data.

Export canvases

Export a canvas definition to reuse or share the layout.

We predict pipeline insights automatically. It’s the clearest view of revenue we’ve had.
DRDavid ReyesHead of Revenue Operations · Railway

Stop building the same report twice.

No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.