New Reporting

Proton has launched signifiant improvements to our reporting capabilities. Here’s a snapshot of what’s new: 

• A Unified viewing experience: Sales reps and managers will now share the same reporting interface, streamlining your team's collaboration and efficiency during coaching sessions.
• Custom report creation: Work hand-in-hand with your CSM to craft custom reports that meet your unique business needs.
• Enhanced data insights: Uncover new metrics like e-commerce recommendation engagement, potential revenue from pending quotes, and the ability to export leads and opportunities, offering a richer understanding of your business landscape.

You can now explore all of Proton's reporting functionality in our in-depth help article and a step-by-step video guide, available in our help center here.