Intelligence

Analytics & Reporting

Understand your booking performance and conversion rates.

1Analytics dashboard

The Analytics page shows key metrics:
  • Total appointments — bookings over the selected time range.
  • Conversion rate — percentage of meetings resulting in a positive outcome.
  • Revenue — when outcomes include revenue data.
  • No-show rate — percentage of booked meetings where the prospect didn't attend.

2Salesperson dashboard

Sales reps see a personalized dashboard with:
  • Urgent alerts for unannotated past meetings.
  • Today's upcoming schedule.
  • Individual close rate vs. team average.
  • Individual no-show rate vs. team average.
  • Activity counts (calls this week, month, all-time).

3Admin & manager dashboard

Admins and sales managers see a high-level team view with:
  • Team-wide metrics and comparisons.
  • Per-rep performance tables (filterable by date range).
  • AI-generated coaching suggestions for each rep.
  • Close rate breakdowns by event type.