Reports

Team performance, hour by hour, custom reports and source to close.

Overview

Reports → Overview (managers): calls, connected calls, talk time, new leads and won leads for the period, a table per caller, leads per source and per stage. Download it for Excel.

Hour by hour

For one day: how many calls each person made in every hour from 8 AM to 9 PM — great to see when the team is really calling.

Custom report

Build your own: group by team member, source, stage, city, product, tag, day, week or month; choose the numbers (new leads, calls, connect rate, talk time, won, conversion %, revenue); filter; and show as a bar chart, line chart or table. Save it for yourself or share it with the company.

Source to close

For leads added in a period, per source: how many were called, reached, won and lost, the conversion % and the average number of days to win. Shows which source really brings sales.

Dashboard

The Home page shows today's numbers with the change against the previous period, a 14-day chart, the pipeline, your follow-ups and today's appointments. Pick another period or team member at the top.