Reports

Pre-built analytics & exportable reports

revenue

Monthly Revenue Report

Revenue breakdown by product, region, and sales rep with MTD/YTD comparisons

Last generated: 5 Feb 2024, 06:00 am

pipeline

Pipeline Health Report

Pipeline stages, conversion rates, aging analysis, and bottleneck identification

Last generated: 5 Feb 2024, 06:00 am

leads

Lead Conversion Analysis

Lead source effectiveness, qualification rates, and time-to-conversion metrics

Last generated: 4 Feb 2024, 06:00 pm

team

Team Performance Report

Individual and team KPIs, activity tracking, quota attainment, and rankings

Last generated: 5 Feb 2024, 06:00 am

customers

Customer Health Dashboard

Customer satisfaction scores, churn risk indicators, and engagement metrics

Last generated: 3 Feb 2024, 12:00 pm

agents

AI Agent Performance

Agent uptime, accuracy metrics, action logs, and ROI impact analysis

Last generated: 5 Feb 2024, 06:00 am

Quick Summary — Last 30 Days

New Leads

342

+12.5% vs prior

Deals Closed

28

+8% vs prior

Revenue

₹1.85Cr

+15.4% vs prior

Avg Deal Size

₹6.6L

-2.1% vs prior