REPORTS & ANALYTICS

Understand Every Stage Of Your Customer Journey.

Track what is working, identify where leads are dropping, measure campaign impact, and help your team focus on the actions that drive more revenue.

Business OverviewLast 30 days ▾
NEW LEADS
1,284
▲ 12.4%
PIPELINE
₹4.2Cr
▲ 8.1%
WON
₹1.2Cr
▲ 5.6%
WIN RATE
28%
▼ 1.2%
Revenue Trend₹ in Lakhs
12080400
JanMarMayJulSepNov
This yearLast year
Real-time dashboardsSales & campaign reportsFunnel conversion insightsKPI & target tracking
My Dashboard
Last 30 days ▾Widget
NEW LEADS
1,284
ACTIVE DEALS
342
FOLLOW-UPS
57
REVENUE
₹1.2Cr
Leads vs Deals
Deals by Stage
New 45%
Neg. 29%
Won 26%
Recent Activity
Rohan Sharma — deal moved to Won2m
Priya Nair — new lead assigned14m
Emily Carter — follow-up overdue1h
01 · DASHBOARDS

Real-Time Dashboards

Get a real-time view of the numbers that matter most. Get complete visibility into lead activity, sales progress, campaign performance, customer engagement, and team workflow.

Track From Your Dashboard
New leads receivedActive leads and dealsSales pipeline valueDeals won and lostPending follow-upsOverdue tasksWhatsApp and call activityCampaign performanceTeam activityRevenue trends
Sales Report · By Pipeline
Q3 FY26 ▾Export
PIPELINEDEALSVALUECONV %
Real Estate Sales128₹2.4Cr31%
IT Services86₹94.5L27%
US Enterprise42$186K24%
Healthcare64₹58.2L18%
Education51₹32.0L15%
Tours & Travels37₹21.4L22%
Total408₹4.2Cr26%
AVG DEAL VALUE
₹1.03L
EXPECTED REVENUE
₹1.9Cr
LOST DEALS
96
02 · SALES REPORTS

Sales Reports

Track every stage of your sales process, from lead creation to deal closure. Sales reports help you understand which pipelines are performing, which deals need attention, and how much revenue your team is expected to close.

Track Sales Performance
Total leads createdActive opportunitiesPipeline valueExpected revenueDeals won and lostDeal conversion rateAverage deal valueSales by pipeline stageRevenue by product or serviceLost deal reasonsFollow-up activitySales by team member
Campaign PerformanceThis month ▾
Delivery & Open by Channel
EmailDelivered 96% · Open 41%
WhatsAppDelivered 99% · Read 78%
SMSDelivered 94% · Open 29%
DeliveredOpened / Read
CAMPAIGNSENTCTRLEADS
Diwali Offer — WA8,42012.4%318
Q3 Newsletter — Email15,2006.1%204
Renewal Reminder — SMS3,6503.2%57
03 · CAMPAIGN REPORTS

Campaign Reports

Track how your email, WhatsApp, and SMS campaigns are performing. See which messages are reaching customers, generating responses, creating inquiries, and contributing to sales.

Track Campaign Metrics
Campaigns sentDelivered messagesOpen rateRead rateClick-through rateCustomer responsesFailed deliveriesUnsubscribesLeads generatedAppointments bookedSales conversionsRevenue attributed
Conversion FunnelLast 90 days ▾
Captured4,820
↓ 71% · 1,400 dropped
Contacted3,420
↓ 54% · 1,570 dropped
Qualified1,850
↓ 46% · 998 dropped
Meetings852
↓ 57% · 366 dropped
Proposals486
↓ 61% · 189 dropped
Won297
Overall conversion6.2%
04 · FUNNEL REPORTS

Funnel Reports

Track how leads move through your sales funnel from first enquiry to final conversion. Funnel reports help you identify weak stages, follow-up gaps, and opportunities to improve your customer journey.

Track Your Funnel
Leads capturedLeads contactedQualified leadsMeetings bookedProposals sentDeals createdDeals wonDeals lostCustomer conversionsStage-to-stage conversion rate
Team LeaderboardThis month ▾
REPLEADSCALLSWONTREND
MK
Meera Kapoor
₹42.6L
18431238
JC
James Carter
$58K
15626831
PN
Priya Nair
₹31.2L
14224027
RV
Rahul Verma
₹24.8L
12819822
EW
Emily Wong
$34K
11017618
AVG RESPONSE
4m 12s
TASKS DONE
1,142
TEAM REVENUE
₹1.2Cr
05 · TEAM PERFORMANCE

Team Performance

Track Team Activity, Response Speed, And Sales Contribution.

Measure how effectively your sales, support, and marketing teams are handling leads, calls, conversations, tasks, and deals.

Track Team Performance
Leads assignedLeads contactedCalls made and receivedWhatsApp conversations handledAverage response timeTasks completedPending and overdue tasksFollow-ups completedMeetings scheduledDeals createdDeals wonRevenue generatedCampaign activity
KPI Scorecardvs last period ▾
REVENUE▲ 9%
₹1.2Cr
Target ₹1.5Cr · 80%
CONVERSION▲ 3%
28%
Target 30% · 93%
RESPONSE TIME▼ 6%
4m 12s
Target 3m · 71%
FOLLOW-UP RATE▲ 5%
92%
Target 95% · 97%
RETENTION▲ 2%
89%
Target 90% · 99%
COLLECTION▼ 4%
₹68L
Target ₹90L · 76%
06 · KPI TRACKING

KPI Tracking

Keep Your Team Focused On The Numbers That Matter Most.

Set key performance indicators for sales, marketing, support, and operations. Track progress against the goals your business cares about and make sure teams stay focused on outcomes, not just activity.

KPI tracking helps managers quickly see whether performance is improving, slowing down, or falling behind target.

Track KPIs For
Revenue targetsLead response timeLead conversion rateDeal conversion rateFollow-up completionSales activityCampaign engagementCustomer retentionPayment collectionAppointment bookingsTeam productivityCustomer satisfaction
Target Meters · July9 days left
80%₹1.2/1.5Cr
Monthly Revenue
92%138/150
Deals Closed
66%1,320/2,000
Calls Completed
49%₹44/90L
Payment Collection
07 · TARGET METERS

Target Meters

Make Goals Visible Before They Become Missed Targets.

Set clear goals for revenue, leads, calls, deals, follow-ups, bookings, campaign performance, and team activity. Target Meters show exactly how close your team is to achieving the goal.

This gives managers and teams a simple way to stay focused and take action before the month ends.

Set Targets For
Monthly revenueNew lead generationDeals closedCalls completedFollow-ups completedMeetings bookedPayment collectionCampaign responsesCustomer onboardingTeam activitySales conversionDepartment performance
Chart LibraryAdd chart
Sales Trend · Line
Revenue by Month · Bar
Deals by Stage · Stacked
Lead Source · Donut
Customer Growth · Area
Target Progress · Radial
78%
08 · CHARTS

Visual Charts

Understand Performance Faster With Clear Visual Reports.

Use easy-to-read charts to understand trends, compare team performance, measure progress, and identify areas that need attention.

Instead of reading rows of numbers, your team can quickly see what is growing, what is slowing down, and where to focus next.

Visualize Business Performance With
Sales trend chartsRevenue by monthDeals by stageLead source comparisonCampaign engagement chartsFunnel conversion chartsTeam performance comparisonsTarget progress chartsCall activity trendsCustomer growth chartsPayment collection trendsProduct and service performance

Turn Business Data Into Better Decisions.

Real-time business dashboardsSales pipeline visibilityRevenue trackingCampaign performance reportsFunnel conversion insightsLead source analysisTeam productivity trackingFollow-up and task visibilityDeal stage reportingCustomer engagement metricsBetter forecastingSmarter business decisions

See The Complete Picture Of Your Business

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