The truth, live.
Real-time dashboards across every channel and rep — filterable on the fly, audited down to the field, and never waiting on a Monday-morning report.
From spreadsheets to live source-of-truth.
Stop running your team off Monday-morning spreadsheets that are already three days out of date.
Weekly spreadsheet exports. Numbers nobody trusts.
- Reports compiled by hand every Monday
- Numbers stale by Tuesday lunch
- No source attribution — can't tell what works
- Performance reviews based on memory
Live dashboards, source attribution baked in, audit log on every field.
- Charts update sub-second, no refresh button
- Filter by channel · source · rep · period · stage
- Every lead auto-tagged with its source channel
- Field-change history preserved for review
What's inside Analytics & Reporting.
Six tools that turn raw activity into the numbers you need to coach, plan, and close.
Real-time dashboards
Every chart updates the moment data changes — no nightly rebuilds, no stale numbers, no waiting for IT to refresh a report.
Flexible dashboards
Decide what each chart measures and how it's sliced — combine channel × rep × period × stage on any view. Every metric reshapes in real time, so the dashboard always shows what your team actually needs to see.
Conversion funnel
Watch leads flow Lead → Qualified → Demo → Won, with drop-off % at every stage. Spot leaks before they cost you a quarter.
Period comparison
Compare any chart against the prior period — week vs week, month vs month, year vs year. Auto-calculated deltas show what's changing without manual math.
Custom views
Save filter combinations as reusable views — "All Leads", "Today's Follow Up", "Closed" — and recall any of them in one click. Share views across the team so every rep starts on the same dashboard.
Field-change audit log
Every CRM field update is logged with timestamp + author. Trace when a lead was tagged, reassigned, moved between stages — handy for performance reviews and compliance.
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Filter dimensions
Channel · rep · period · stage · tag — combine freely
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Audit-logged
Every CRM field change recorded
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Hours saved / week
No more compiling reports by hand on Mondays
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Custom views
Bookmark filter combos, recall in one click
Frequently asked questions
The most common questions about how Analytics & Reporting actually works in practice.
The standard view covers leads (volume, source breakdown, by stage), conversion (rate, funnel drop-off, time-to-close), engagement (delivery, read, reply rates for blasts and sequences), and team performance (response time, leads handled, conversion per rep). Every chart is filterable by period, channel, source, rep, and any custom CRM field.
Sub-second. The moment a lead arrives, gets tagged, replied to, or moves stage, the dashboard reflects it. No nightly rebuilds, no end-of-day refresh. If your team made a sale 30 seconds ago, it's on the dashboard now.
Yes — and combine filters freely. "Show me WhatsApp leads from Facebook in the last 7 days, assigned to Sarah" is a 4-filter query that runs instantly. Saved filter presets let you bookmark common views (e.g. "this week's hot leads").
Yes. Each workspace (sales / support / renewals / per-client for agencies) has its own dashboard. Master admins can move between workspaces; regular reps see only theirs. For agencies, this means client A's metrics never leak to client B.
Every inbound lead is auto-tagged with its source channel — WhatsApp, FB Ads, IG DM, Google Ads, TikTok, web form. The attribution sticks across stages, so when a deal closes you can trace it back to "this lead came from FB Ads on Tuesday". No UTM hacks needed.