Reports & Analytics
Role-filtered dashboards, module reporting for funnel and revenue metrics, and background exports for operational teams.
Last updated: August 2026
Dashboards show role-filtered KPIs scoped by record scopes, agents see OWN metrics; managers see TEAM or DEPARTMENT aggregates. Module reporting services provide funnel, revenue, compliance queue, and workforce metrics.
Available report areas
- CRM funnel: Lead intake, Dispositions, and Opportunity progression
- Revenue: verified payments, allocations, and Subscription revenue
- Compliance: Onboarding case queue depth and turnaround
- Workforce: attendance, leave, and payroll period summaries when modules are enabled
Exports and schedules
Async exports generate CSV and PDF files in the background for large datasets. Scheduled reports can be configured for recurring delivery to authorized recipients.