Reports
Learn how to read deal, quote, chat and survey reports, and receive automatic reports by email.
What are reports for?
Report screens answer the question “What is my team doing, and where are sales heading?” On this page you will find what each report shows and how to read it.
Path: Left menu → Reports → the relevant report
Which report answers which question?
| Report | Question it answers |
|---|---|
| Deal Reports | How many deals are in each process? How much work is each employee doing? |
| Quote Reports | How many quotes did we send, and how many were accepted? |
| Chat Reports | How quickly do we respond to customers? |
| Survey Reports | Are customers satisfied? |
| Ad Analytics | Which ad brings in sales? (Ad Analytics) |
Deal Reports
- There are two views: By Process and By Staff. Switch using the selector at the top.
- Set the Type, Processes, Staff and date filters.
- Quick option buttons: Today, 1 Week, 1 Month, 6 Months, 1 Year.
- Optional:
- Show as percentage: Ratios instead of numbers
- Show chart per staff member: A separate chart for each employee
Quote Reports
- At the top, the Total Quotes, Accepted and Acceptance Rate cards.
- Below, the quote table: customer, representative, status, date, related product and performance.
Acceptance rate = Accepted quotes ÷ Total quotes. For example, if 5 out of 20 quotes were accepted, the rate is 25%.
Chat Reports
Measures your messaging performance:
| Metric | Meaning |
|---|---|
| Total conversations | Number of chats in the period |
| Avg. response time | Average time until a reply |
| Response rate | Share of conversations that were answered |
| Awaiting agent reply | Customers waiting for your reply |
| Awaiting first reply | New conversations with no reply yet |
| Chat initiator | Whether the customer or you started it |
Below that are a separate section for each channel and first-reply details.
Survey Reports
Surveys are filtered by survey, date range (default last 90 days), channel and trigger. See Surveys.
Automatic email reports
Instead of opening the report manually every morning, you can have it delivered to your email. Only the first user can manage this feature.
- Go to Settings → Report Subscribers.
- Click New Subscription.
- Select the report type (Deal, Quote or Chat).
- Select the frequency: daily, weekly or monthly.
- Enter the send time. For weekly, set the day; for monthly, set the day of the month.
- Enter recipient emails (separated by commas).
- Turn on the Active switch.