Analytics and reporting
Custom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
The problem
Each tool reports on its own slice, so leaders stitch spreadsheets together to see how the company is doing.
Who uses it
- Leadership
- Team managers
- Operations analysts
Used by: Sales, Operations, Leadership
How it works
- Build a dashboard from the widget library.
- Review pipeline, win rate, at-risk deals, funnels, call activity and agent performance.
- Export to CSV or PDF, or schedule a report to arrive by email.
What it does not do today
- Daily figures use UTC day boundaries, not your workspace’s time zone.
- Some specialised reports are not yet linked from the navigation.
Connected to
Analytics and reporting works on the same records and history as these parts of the platform.
CRM and universal records
AvailableOne record model for leads, customers, tickets and candidates, with stages, custom fields, companies and a full activity timeline.
Learn moreSales pipeline and proposals
AvailableCampaigns with stages and assigned agents, weighted forecasts, broadcasts and proposals that clients accept and sign online.
Learn moreCalling and dialer
AvailableManual, power and predictive dialling in the browser, with recording, voicemail drop, supervisor listen/whisper/barge and post-call AI QA.
Learn moreTime tracking
AvailableClock in and out, breaks, timesheets, a live team view and shift templates — with time attributed to campaigns or work items.
Learn more