Reporting overview

Dashboards, attribution, and the full reporting catalogue.

4 min read Updated 2026-04-24
  • Dashboard — configurable KPI tiles for the whole workspace.
  • Attribution — which sources, campaigns, and ads drive contacts and revenue.
  • Pipeline AI report — stage conversion, average value, and cycle time.
  • Call report — volume, duration, and outcomes per agent.
  • Appointment report — bookings, no-shows, and conversion to deals.
  • Email and SMS report — send volume and engagement.
  • Google Ads and Facebook Ads — spend, leads, and ROAS.
  • Agent report — activity per user.