Organization Reports
Organization Reports provide comprehensive analytics for team performance and campaign effectiveness.Overview
Reports is an admin-only module that aggregates data across your entire organization, enabling team performance analysis and strategic planning.
Access Requirements
- Admin or Owner role required
- Organization context must be set
- Select organization in header
Report Types
KPI Overview
Four main KPIs displayed:| KPI | Description |
|---|---|
| Total Leads | All leads in organization database |
| Contacted Leads | Leads reached at least once |
| Reply Rate | Percentage of contacted leads that responded |
| Pipeline Deals | Deals in CRM pipeline |
Velocity Trend
Track message activity over time:- Messages sent daily
- Messages delivered
- Messages replied
- Trend analysis
Employee Performance
Compare team member performance:| Metric | Description |
|---|---|
| Messages Sent | Total outbound messages |
| Responses | Total replies received |
| Response Rate | Reply percentage |
| Deals Created | Deals generated |
Reply Rate Analysis
Employee response rate comparison:- Individual reply rates
- Team average
- Benchmark targets
- Performance ranking
Best Contact Hours
Heatmap showing optimal contact times:- 24-hour view
- Response concentration
- Best times highlighted
- Timezone aware
Campaign Performance
Top performing campaigns:| Metric | Description |
|---|---|
| Campaign Name | Campaign identifier |
| Contacts | Leads contacted |
| Replies | Responses received |
| Reply Rate | Response percentage |
| Deals | Deals created |
Source Effectiveness
Lead source performance:- Source breakdown (manual, crawling, import)
- Response rates per source
- Lead quality by source
- ROI by source
List Quality
Contact list quality metrics:- Delivery success rate
- Error rates
- Invalid contacts
- Quality score
Filtering Options
Period Selection
Select time range:- Last 7 days
- Last 14 days
- Last 30 days
- Last 90 days
- All Time
- Custom date range
Employee Filter
Filter reports by employee:- All employees
- Specific employee
- Multiple employees
Export
PDF Export
Export reports for stakeholders:- Click Export PDF
- Browser print dialog opens
- Save as PDF
- Share with team
Real-time Data
Auto-refresh
Reports update automatically:- Data refreshes on page load
- Manual refresh button available
- Cache updates every 5 minutes
API Endpoints
Dashboard Integration
Reports integrates with Dashboard:- Reuses Dashboard aggregation functions
- Adds organization-level filtering
- Employee comparison features
Best Practices
- Regular Reviews: Check reports weekly
- Employee Coaching: Use performance data for coaching
- Campaign Optimization: Focus on high-performing campaigns
- Source Analysis: Invest in quality lead sources
- Export for Meetings: Prepare reports for team meetings