Os 10 Melhores Softwares de Relatórios de Vendas Analisados para 2026

Avaliações do melhor software de relatórios de vendas

1. 

   1

   Apollo.io

   Best for outbound sales teams tracking rep performance

   • Free plan + 14-day free trial + free demo available
   • From $49/user/month (billed annually)

   Visit Website

   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

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   Apollo.io is a sales intelligence and engagement platform that combines prospecting, outreach, and analytics, with built-in dashboards covering deal pipeline, rep activity, call and email performance, and quota tracking.

   Who Is Apollo.io Best For?

   Apollo.io suits outbound sales teams that want rep performance tracking, coaching, and pipeline analytics built into the same platform they use for prospecting and outreach.

   Why I Picked Apollo.io

   I've included Apollo.io in my top picks because its rep performance tracking is genuinely built into the same platform your team uses to prospect and run outreach, so the data is never disconnected from the activity driving it. I love that you can set quota attainment goals tied directly to deal stages, then track actual vs. target progress at the individual rep level with native leaderboards and call coaching scorecards. The conversation intelligence layer lets managers score recorded calls, build training playlists, and even join live calls in coach mode.

   Apollo.io Key Features

   • Pre-built outbound dashboards: Apollo includes ready-made dashboards covering email funnels, call dispositions, deliverability metrics, and deal pipeline without any setup required.
   • CRM data sync: Apollo connects bi-directionally with Salesforce, HubSpot, Pipedrive, Zoho, and Microsoft Dynamics, keeping deal and activity data consistent across your stack.
   • Deal stage forecasting: Each deal stage can be assigned a probability and forecast category, powering weighted pipeline and forecast revenue reports at the team level.
   • AI Assistant for analytics: The built-in AI Assistant lets you ask plain-language performance questions and generates visual reports and custom dashboards from your data.

   Apollo.io Integrations

   Apollo.io offers native integrations with Salesforce, HubSpot, Pipedrive, Zoho, and Microsoft Dynamics. It also supports a REST API, Snowflake workflow connections, and Zapier for custom reporting workflows.

   Pros and Cons

   Pros:

   • Adds call coaching to rep reporting
   • Connects outbound activity with pipeline outcomes
   • Tracks quota attainment against actual performance

   Cons:

   • Forecasting lacks scenario modeling and machine learning
   • Scheduled stakeholder report delivery remains undocumented
   Learn more about Apollo.io:

   • Check out Apollo.io on their website
   • Read my in-depth review of Apollo.io
2. 

   2

   monday CRM

   Best for customizable sales tracking

   • 14-day free trial + free demo available
   • From $12/user/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Monday sales CRM is a fully customizable tool designed to manage sales pipelines and client communications effectively. It stands out with its ability to tailor deal stages, integrate with email, and provide extensive automation options, alongside customizable dashboards that offer a clear overview of sales activities. This adaptability and user-friendly interface make it a strong candidate for businesses seeking a tailored approach to enhance their sales tracking capabilities.

   Unlike many traditional CRMs, Monday Sales CRM integrated elements of project management directly into the platform. This meant that in addition to managing customer relationships and sales processes, teams could also handle project tracking, task assignments, and deadline management within the same system. This integration was particularly beneficial for teams that needed to closely align sales activities with project milestones or deliverables.

   Monday sales CRM offers extensive customization capabilities and comprehensive data visualization, which are essential for tailoring the software to specific sales processes. What distinguishes it is the low-code/no-code platform that empowers users to automate processes and gain deep insights through live reports and analytics.

   monday sales CRM Standout Features & Integrations

   Features include lead and contact management, customizable pipelines, sales automation, performance tracking, integration with various tools, advanced reporting and analytics, email tracking and synchronization, task and project management, mobile app support, and customizable templates and forms.

   Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

   Pros and Cons

   Pros:

   • Advanced reporting and analytics
   • Robust integration capabilities
   • High customizability & automation-friendly

   Cons:

   • Slight learning curve
   • Limited native email marketing features
   Learn more about monday CRM:

   • Check out monday CRM on their website
   • Read my in-depth review of monday CRM
   • Explore best alternatives to monday CRM
3. 

   3

   Phocas

   Best for customizable sales forecasting

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Phocas is a sales reporting software that provides businesses with real-time data and insights to analyze and track their sales performance. It offers customizable reporting and dashboard features, allowing users to access and visualize their sales data, identify trends and opportunities, and monitor progress toward targets.

   The platform offers a variety of reports and analytics tools to help businesses make data-driven decisions, including access to financial statements, budgets, rebates, sales performance reports, customer activity reports, product sales reports, sales trend analysis, territory performance reports, margin analysis, and CRM data. 

   Another standout feature of Phocas is its advanced forecasting and predictive analytics tools. These features enable sales teams to create accurate and customizable sales forecasts, helping businesses anticipate market changes and adjust strategies proactively.

   Phocas Standout Features and Integrations

   Features include automated reporting, pre-built templates, scenario analysis, custom reporting, KPI visualization, customizable dashboards, permission-based access, and detailed drill-down capabilities.

   Integrations include Acumatica, Accolent, Datafile, Enapps, Epicor, IFS, Jonas Metals Software, Kerridge, Khaos Control, MAM Software, Merlin, Microsoft, MYOB, Netsuite, Oracle, QAD, Retail Express, Sage, SAP, Sympac, SYSPRO, Xero, and more.

   Pros and Cons

   Pros:

   • Real-time analytics
   • Strong data modeling features
   • Customizable reporting dashboards for tailored visibility

   Cons:

   • Can be challenging to learn how to customize the software
   • Amount of data can be overwhelming for users
   Learn more about Phocas:

   • Check out Phocas on their website
4. 

   4

   Bigin by Zoho CRM

   Best for pipeline management

   • Free plan available
   • From $7/user/month (billed annually)

   Visit Website

   Customer Rating:4.3/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Bigin by Zoho CRM is designed for small businesses looking to improve their sales processes. It offers features that enhance sales reporting and streamline workflows, making it a solid choice if you're aiming to boost your sales efficiency.

   I picked Bigin by Zoho CRM due to its pipeline management feature, which lets you track deals and sales activities at every stage, giving you a clear view of your sales process. The automation feature is also a standout, as it helps your team focus on closing deals by taking care of repetitive tasks, ensuring nothing falls through the cracks.

   Another reason Bigin is a great pick is its analytics capabilities. The platform provides detailed insights into sales performance, allowing you to make informed decisions. With dashboards offering a visual representation of sales data, you can easily monitor key metrics like closed deals and revenue, which is crucial for any sales reporting tool.

   Bigin by Zoho CRM Standout Features & Integrations

   Features include customer management, which helps you maintain detailed records of customer interactions and preferences. Multichannel communication lets you engage with clients through various platforms, ensuring you never miss an opportunity. Lastly, team collaboration tools enable your team to work together seamlessly, enhancing productivity and communication across departments.

   Integrations include Zoho Mail, Zoho Desk, Zapier, Google Workspace, Microsoft 365, Mailchimp, Calendar, Slack, Zoom, and Docusign.

   Pros and Cons

   Pros:

   • Simple to set up for immediate use
   • Allows easy tracking of multiple pipelines
   • Offers custom forms for data collection

   Cons:

   • Limited flexibility in custom report creation
   • Lacks mapping features for routing contacts
   Learn more about Bigin by Zoho CRM:

   • Check out Bigin by Zoho CRM on their website
5. 

   5

   Zendesk Sell

   Best all-in-one, sales-focused platform

   • Free demo available
   • From $19/month

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   One of the Zendesk suites of products, Zendesk Sell is a sales-oriented platform that drives rep adoption, provides actionable sales leads, and ensures automation of data capture. With features like data visualization, opportunity management, and internal goal setting and tracking, managers and salespeople can maximize and accelerate revenue growth.

   Zendesk Sell has mobile apps that are designed to help salespeople get more actionable work done without wasting time on manual data entry and note-taking. Intelligent features like smart auto-dialer and email sentiment analysis ensure everyone is paying more attention to detail to deliver a highly personalized sales experience.

   Everyone from agents to sales leaders can benefit from prescriptive insights, individualized coaching, and personalized plans to improve sales performance. Scale your sales and grow your business more efficiently with steady revenue growth supported by the entire Zendesk suite.

   Zendesk Sell Standout Features and Integrations

   Features include goal management, data synchronization, collaboration tools, call recording, content delivery, email tracking, internal chat integration, lead nurturing and segmentation, prospecting tools, and template management.

   Integrations include Slack, Trello, DropBox for Business, MailChimp, Rippling, HubSpot CRM and Marketing Hub, Zapier, LiveChat, Meta for Business, and Social Media.

   Pros and Cons

   Pros:

   • Comprehensive reporting tools
   • Best mobile app
   • Simple program with easy integrations

   Cons:

   • Steep learning curve
   • Sync with Google applications can be clunky
   Learn more about Zendesk Sell:

   • Check out Zendesk Sell on their website
   • Read my in-depth review of Zendesk Sell
   • Explore best alternatives to Zendesk Sell
6. 

   6

   Looker

   Best for smarter, data-driven business decision-making

   • Free trial + free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   With its intuitive approach to data exploration, Looker is an effective, web-based platform that enhances your sales process through analytics, reporting, and modern BI. Now powered by Google, you’ll be able to use Looker to check real-time data analysis, embedded visualizations, and cross-platform insights all in one place.

   One of the best features of Looker is data discovery, which allows you to create mini applications with even more power and efficiency through a flexible language called LookML. You’ll be able to simplify the development of custom tools to enhance SQL capabilities and optimize performance for faster query execution.

   Looker is great for large, medium, and small businesses that need access to the right data quickly. It’s designed to fit the way you work and integrate seamlessly with third-party systems and custom data applications.

   Looker Standout Features and Integrations

   Features include custom data builds, ad hoc analysis, behavioral analytics, data cleansing, goal setting and tracking, marketing reports, mixed methods research, radial mapping, real-time analytics, site search tracking, visual analytics, and widgets.

   Integrations include Microsoft Excel, Slack, DropBox Business, Mailchimp, Salesforce, Asana, Rippling, HubSpot, Stripe, and QuickBooks.

   Pros and Cons

   Pros:

   • Flexible customization options
   • Intuitive interface
   • Best support chat

   Cons:

   • Limited filters for data metrics
   • Big data sets can cause a lag
   Learn more about Looker:

   • Check out Looker on their website
   • Explore best alternatives to Looker
7. 

   7

   Databox

   Best for creating custom dashboards with data from multiple sources

   • Free plan + 14-day free trial + free demo available
   • From $71/month (billed annually)

   Visit Website

   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   As a cloud-based analytics tool with many integrations, DataBox allows you to pull information from all your other tools to view on one dashboard. This system has one-click integrations from a whole range of other cloud-based services and APIs for simple data import and custom integrations.

   Customize your view with the drag-and-drop editor to see sales performance, activity, and forecasting. You can even change your data visualizations for live previews of conversion rates, custom reports, and more in real-time. Use the advanced settings for every metric to modify currencies, chart formats, and time intervals without needing to code!

   The DataBox system was designed for CEOs, analysts, and marketers who want a simplified way to build dashboards that deliver daily scorecards to sales managers, sales reps, and other agents within the company. Share data, quotas, trends, and passcodes with teammates through secure channels instantly.

   DataBox Standout Features and Integrations

   Features include API, access panel control, behavior tracking, budgeting/forecasting, cohort analysis, customer experience management, data extraction and mapping, in-app events tracking, KPI monitoring, revenue tracking, and real-time reporting.

   Integrations include HubSpot, Salesforce, Pipedrive, CallRail, Intercom, Eventbrite, Drift, Copper, Cop, and Paypal.

   Pros and Cons

   Pros:

   • Responsive design across all devices
   • Dashboard snapshots simplify complex data
   • Easy to implement without being tech-savvy

   Cons:

   • A little buggy with new features
   • Lack of integration with Zendesk
   Learn more about Databox:

   • Check out Databox on their website
   • Explore best alternatives to Databox
8. 

   8

   Grow

   Best no-coding platform that empowers your entire team

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   If you’re looking for a simplified high-tech solution to sales tracking, Grow offers you what you need with a no-code, full-stack BI. Their platform is all about helping every person in your company make better data-driven decisions through a blend of data warehousing, visualization, and ETL — all available on one intuitive platform.

   One of the best features that illustrate how Grow can enhance your sales reporting software is their data import and storage management. You can bring together all the business-critical data that’s most current and relevant without third-party warehousing. You assign appropriate access and permissions so the right people can connect to the raw data to gain new insights.

   Learning how to use data is critical to taking advantage of emerging opportunities. With Grow, small and medium-sized businesses can integrate all their sources into one hub and spot trends more quickly. Grow can even calculate and manipulate the data you feed it to show you things you might not spot on your own.

   Grow Standout Features and Integrations

   Features include databases, CRM, ad platforms, social media, accounting and financials, marketing analytics, data imports, non-SQL transformations, permissions controls, custom views, and dynamic dashboards.

   Integrations include Google Analytics, G Suite, PostgreSQL, Social Media, Stripe, HubSpot, Quickbooks Online, Salesforce, MySQL, and Paypal.

   Pros and Cons

   Pros:

   • Automated calculations and formulas to enhance data insights
   • Great customer service
   • Low barrier for entry

   Cons:

   • Doesn’t offer as much customization
   Learn more about Grow:

   • Check out Grow on their website
9. 

   9

   Forecastio

   Best for AI-based sales forecasting

   • 30-day free trial
   • From $249/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Forecastio is a sales performance management tool designed for HubSpot users, providing AI-based insights and analytics to enhance sales performance. It offers features such as sales planning automation, advanced sales forecasting, and real-time performance tracking.

   The platform stands out as a sales reporting software with advanced sales forecasting capabilities. By leveraging AI, Forecastio can predict future sales outcomes by analyzing historical data and identifying trends to help businesses make data-driven decisions, optimize their sales strategies, and allocate resources more effectively.

   It also provides real-time monitoring of sales metrics, helping teams to quickly identify and address bottlenecks in their sales pipeline. The platform's goal-setting features further enable teams to set realistic and attainable targets, improving overall performance and win rates.

   Forecastio Standout Features and Integrations

   Features include sales planning automation, what-if scenarios, planning templates, AI-based sales performance insights, sales capacity management, sales pipeline monitoring, and sales quota assessment.

   Integrations include HubSpot, allowing users to combine HubSpot's CRM capabilities with Forecastio's advanced sales forecasting and performance management features. 

   Pros and Cons

   Pros:

   • Real-time sales insights
   • Automated sales planning features
   • Good forescasting capabilities

   Cons:

   • Limited integration options
   • Dashboard could be more customizable
   Learn more about Forecastio:

   • Check out Forecastio on their website
10. 

    10

    Salesforce Sales Cloud

    Best for reducing costs while increasing productivity

    • Free plan + 30-day free trial available
    • From $25/user/month

    Visit Website

    

    While Salesforce offers a lot of tools for every aspect of your business, they have a sales-focused platform that highlights Customer Relationship Management. Powered by AI, you can maximize your efficiency when it comes to the automation of data input, customer intelligence, and predictive strategy.

    One of the coolest features of the Sales Cloud is Opportunity Management — a feature that highlights the most important data in your system to provide critical information in tandem with your customer activity timeline. With all this info, you’ll be able to see all the activities associated with a deal and get notifications when it’s time for the next step.

    The Sales Cloud platform is ideal for businesses at a variety of stages, including those who are just starting or those looking to aggressively expand. I recommend this sales reporting software for medium and small businesses that want to minimize expenses while focusing on improving customer relations and reaching sales goals.

    Sales Cloud Standout Features and Integrations

    Features include sales automation, opportunity management, forecast management, process automation, responsive design for mobile CRM, account and contact management, lead management, sales metrics reports, dashboards, and custom layouts.

    Integrations include Google Tools, Slack, Trello, WordPress, MailChimp, SurveyMonkey, Asana, Jira, EverNote Teams, Rippling, Zapier, and Toggl Track.

    Pros and Cons

    Pros:

    • Stable, reliable, scalable platform
    • Unmatched price for value
    • Comprehensive onboarding and tracking

    Cons:

    • Complex site mapping and navigation
    • Can be slow and clunky
    Learn more about Salesforce Sales Cloud:

    • Check out Salesforce Sales Cloud on their website