10 · Reports

See what your team did today, and what's coming up.

Your dashboard shows today's calls, texts and emails, the week's tasks and your pipeline by stage. Reports break activity down by rep and can be emailed on a schedule.

Dashboard with today's communication, this week's tasks and pipeline by stage

Team activity

Calls, emails and texts by rep, logins and a team leaderboard.

  • Month, quarter, year or a custom date range
  • Filter to one rep or one kind of activity
  • Export to CSV, or schedule it to arrive by email every week
Activity by Rep report: a chart and table of calls, emails and texts for four reps, led by Emily Chen with 117 calls

Campaign results

Opens and clicks for every campaign, plus reply rates for AI agent campaigns.

Scheduled reports

Have reports emailed to you on a schedule, so the numbers come to you.

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