Describe the report.
It builds itself.
No query builder, no spreadsheet export. Say what you want to see and Crossing Edge builds the report live on your data, checks every number, and changes it the moment you ask again.
If you can say it,
you can chart it.
- Revenue and win rates by source, owner, product or month.
- Funnels and conversion from first enquiry to won.
- Turnaround: how long deals and leads sit in each stage, and which are late.
- Which sources pay off, with spend next to the results.
- Team activity: calls, meetings and emails per person.
Numbers you can stand behind
A report is only useful if people believe it. Before a report is saved, every number it works out is checked against your records. When something can't be checked, the report says so plainly instead of showing a figure that might be wrong. Click any number to see the records behind it.
One report, each person's view
Share a report with the whole team. Each person sees it built from only the records they're allowed to see, so a sales rep sees their own pipeline and a manager sees the team's, from the same report.
Ask from anywhere
Build and change reports in Crossing Edge, or from Claude, ChatGPT or Gemini: the report lands in Crossing Edge either way, ready for the team.
Questions
How do I build a report?
Ask for it in plain words, in Crossing Edge or from Claude, ChatGPT or Gemini: “won revenue by lead source this quarter, with win rate as a line”. The report is built on your live data and saved to Reports. Ask again to change anything.
Can I trust the numbers?
Every figure a report works out is checked against your records before it's saved. When a number can't be checked, the report says so rather than guessing.
Who can see a report?
Anyone you share it with, but each person sees only the records their own access allows. One report works for the whole team without anyone seeing more than they should.
Which reports come ready-made?
Insights, a pipeline overview and a people overview are there from day one. Build anything else by asking.
Can I click into a number?
Yes. Every number opens the records behind it, so you can go from a chart straight to the deals or contacts that make it up.
Stop updating your CRM.
Start talking to it.
Tell it what you sell and your pipeline, stages and fields are shaped to fit. Start with sample data or your own, and bring the team in whenever you're ready.