Reporting

Reporting dashboards show your contacts, pipeline health, campaign performance, and team activity. All reports update live.

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Available Dashboards

Contacts

Track your contact database over time:

• New contacts - How many contacts were added in a given period
• Contacts by source - Breakdown of where contacts originated (forms, imports, manual, integrations)
• Contacts by lifecycle stage - Distribution across Lead, Qualified, Customer, Repeat, and Inactive
• Engagement score distribution - How many contacts fall into Hot, Warm, Cool, and Cold tiers
• Growth trend - Contact count over time

Pipeline

Monitor your sales performance:

• Pipeline value - Total value of all open opportunities
• Opportunities by stage - How many deals are in each stage
• Win rate - Percentage of opportunities that close as Won
• Average deal size - Mean value of closed-won opportunities
• Sales velocity - Average time from opportunity creation to close
• Revenue over time - Closed-won revenue by period
• Stage conversion - Drop-off rates between stages

Campaigns

Measure your marketing effectiveness:

• Campaigns sent - Number of campaigns delivered in a period
• Delivery rate - Percentage of messages successfully delivered
• Open rate - Percentage of delivered emails that were opened
• Click rate - Percentage of delivered emails where a link was clicked
• Bounce rate - Percentage of messages that failed to deliver
• Unsubscribe rate - Percentage of recipients who opted out
• Top-performing campaigns - Ranked by opens, clicks, or engagement

Team Performance

Track your team's activity:

• Conversations handled - Number of conversations each team member participated in
• Response time - Average time to first response per team member
• Messages sent - Volume of outbound messages by team member
• Opportunities managed - Deal count and value per team member
• Tasks completed - Task completion rate by team member

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Filtering

All dashboards support:

• Date range - Preset ranges (today, this week, this month, this quarter, this year) or a custom date range
• Comparison - Compare the selected period to a previous period (e.g., this month vs. last month)

Some dashboards also support filtering by:

• Assigned user
• Pipeline
• Source
• Tags

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Charts and Visualizations

Reports include a mix of:

• KPI cards - Single-number metrics with trend indicators (up/down from previous period)
• Line charts - Trends over time
• Bar charts - Comparisons across categories
• Pie/donut charts - Proportional breakdowns
• Tables - Detailed ranked lists (top campaigns, team leaderboard)
• Funnels - Stage-by-stage conversion visualization

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Exporting

Export report data for use in external tools or presentations. Available exports include CSV downloads for contacts, pipeline data, and campaign recipients.

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Summary