Reporting & Analytics
Dashboards for pipeline, marketing, and revenue.
Overview
Pre-built and custom dashboards aggregating pipeline, marketing, communication, reputation, and revenue data. Includes call, message, and conversion reporting, plus customizable widgets and exportable reports.
What it's for
Measure what's working across the platform in one place.
Capabilities
Pre-built dashboards
Pipeline, marketing, conversations, reputation, and revenue overviews.
Custom reports
Build reports with widgets and filters.
Call & message reporting
Volume, duration, outcomes, and response times.
Attribution
Tie conversions back to sources and campaigns.
Export & schedule
Export CSV/PDF and schedule email reports.
Use cases
Weekly client report
Build a dashboard and schedule a weekly PDF email to the client.
Channel ROI
Compare cost per lead and conversion by source in a custom report.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a [audience] dashboard for a [industry] business: which widgets, which metrics, and the cadence for scheduled reports.List the 8 KPIs a [industry] business should track and which platform report surfaces each.Integrations & connections
- Aggregates data from CRM, marketing, comms, reputation, and commerce
- Scheduled reports email out
Gotchas & limits
Things an AI should not assume about this feature.