Dashboards & Reporting. AI Dashboards. Real-time reporting on leads, calls, and revenue.

Stop guessing — Start knowing

No more 'I think it's working.' See exactly which channels produce revenue, where leads drop off, and what your AI is really worth.

• Vanity metrics — Likes, clicks, and impressions without business context.
• Vanity metrics — Traffic spikes with no conversion accountability.
• Vanity metrics — Reports that look good but don't tie to dollars.
• Revenue metrics — Calls answered and appointments booked by source.
• Revenue metrics — Revenue attribution down to channel and time period.
• Revenue metrics — Saved revenue from previously missed opportunities.

Capabilities — Analytics that drive action

• Revenue Attribution — See exactly which channel and conversation path generated each booking and dollar.
• Saved Revenue Tracking — Measure dollars recovered from after-hours calls and missed opportunities captured by AI.
• Complex Graphs & Trends — Visualize channel performance, conversion rates, and lead flow over time in one place.
• Auto-Built CRM Insights — Reporting is powered by your automatically structured CRM data, no manual tagging required.
• Live Performance View — Track calls, bookings, and revenue signals in near real-time to make faster decisions.
• Actionable ROI — Move from vanity metrics to hard numbers you can use for hiring, spend, and follow-up priorities.

Features — The metrics your team needs to run a tighter operation

Every call, chat, SMS, and conversion tracked in one place, with the filters to drill into what matters.

• Lead Source Breakdown — See exactly how many leads came from phone, chat, SMS, forms, and outbound campaigns, in one chart.
• Call Volume and Duration Metrics — Track total calls, average duration, peak hours, and missed call rates over any time period.
• Conversion Funnel — Visualize how leads move from first contact to booked appointment to closed deal. Identify where leads drop off.
• Team Performance — Compare call handling, ticket resolution time, and lead conversion rates across team members and locations.
• Custom Date Ranges — Filter every report by today, this week, last 30 days, or a custom date range.
• Revenue Attribution — See which channels and campaigns are generating the most pipeline and closed revenue.
• AI Receptionist Metrics — Track call answer rate, average qualification score, booking rate, and transfer rate for your AI receptionist.
• SMS and Chat Analytics — Measure message volume, response time, and conversation outcomes across SMS and chatbot channels.
• Outbound Campaign Reporting — Track outbound email campaign performance. Sends, opens, replies, and outcomes.
• Custom Dashboards — Build dashboards with the metrics that matter to your role. Executives, managers, and reps each get the view they need.
• Data Export — Export any report to CSV for sharing with stakeholders or importing into your own BI tools.
• Real-Time Updates — Dashboards refresh in real time so your data is always current during active campaigns or peak call hours.