Reports & Analytics

Every number, with the leads behind it

Pipeline value, win rates, campaign attribution, team activity, AI performance — measured from your real data, in your currency. Click any number and see the exact leads inside it.

Drill into any number Your currency, consistent Build your own views
What you get

Built in, not bolted on

Pipeline & sales

Stage totals, win rates, revenue won — the numbers a sales meeting actually runs on.

Attribution that names ads

Leads, qualified leads and revenue by channel and campaign — see which spend produces buyers, not clicks.

Team performance

Replies, follow-ups, meetings and wins per teammate — visible to managers, fair to reps.

AI performance

What the AI handled, qualified and booked — so you know what it earns you.

Drill-down everywhere

Every metric opens into the exact list of leads behind it — no black-box numbers.

Custom report builder

Compose your own report from the metrics that matter to you, save it, and print it as a PDF.

How it works

Up and running in minutes

01

Open a report

Pipeline, attribution, activity, AI or team — ready out of the box.

02

Filter and drill

By date, channel, campaign, owner — then click through to the leads themselves.

03

Save and share

Save custom views and print clean PDFs for the Monday meeting.

FAQ

Good questions, straight answers

Can I see which campaign made the revenue?

Yes — attribution reports tie leads, qualified leads and won revenue back to the channel, campaign and ad that produced them.

Are the numbers in my currency?

Yes — everything is computed and displayed in your workspace currency, the same number everywhere it appears.

Can I check a suspicious number?

Always — every metric drills down to the exact leads behind it, so you can verify any figure in two clicks.

Can managers see team reports?

Team performance views are manager-gated — reps see their own work, managers see the team.

Stop losing leads while you sleep.

Switch on your AI CRM and turn every WhatsApp and Meta lead into a booked meeting — starting today.