Analytics & Reporting

Track team activity, pipeline, calls, and conversion with dashboards.

• Getting started with Analytics & ReportingTour the Analytics area, its nine report tabs, and the layout of every report so you can find the numbers you need.
• Filtering and sharing your reportsUse the shared Filters bar to slice any report, then copy the URL to share an exact filtered view.
• Choosing a date range and comparing periodsPick a date range, set custom start and end dates, and compare against the previous period in Analytics.
• Reading the Trend chart and metric tilesUnderstand the Trend card on your reports — metric tiles, the primary line, delta badges, granularity, and a second metric.
• Monitoring SAMI Bot call transfersTrack SAMI Bot call transfers, answer rate, recordings, and AI summaries on the live SAMI AI monitor.
• Tracking team activitySee output per team member — calls, texts, tasks, appointments, and more — in the Team Activity report.
• Using Speed to lead, Contact attempts, and follow-up presetsSwitch the Team Activity and Source Performance presets to measure speed to lead, contact attempts, unacted leads, and closed deals.
• Measuring lead source performanceSee which lead sources create real pipeline — and which convert — in the Source Performance report.
• Tracking call and text performanceSee how your team's calls and texts are landing — connection rates, talk time, delivery, and opt-outs.
• Measuring campaign email engagementSee how your marketing email campaigns perform — opens, clicks, unsubscribes, and bounces, broken down per send.
• Reporting on deals and closed revenueUse the Deal Insights report to track Pipeline activity, closed value, and commission over time.
• Tracking appointment outcomes and show ratesUse the Appointment Outcomes report to see completed, no-show, and canceled appointments and compare show rates.
• Ranking your team with the leaderboardRank your team by activity score or closed deals with the Team Rankings leaderboard.
• Troubleshooting empty or unexpected report numbersWhy a report shows no data, empty metric cards, or numbers that look wrong — and how to fix it.