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Documentation Index

Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt

Use this file to discover all available pages before exploring further.

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Organization Reports

Organization Reports provide comprehensive analytics for team performance and campaign effectiveness.

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Overview

Reports is an admin-only module that aggregates data across your entire organization, enabling team performance analysis and strategic planning. Organization Reports

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Access Requirements

  • Admin or Owner role required
  • Organization context must be set
  • Select organization in header

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Report Types

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KPI Overview

Four main KPIs displayed:
KPIDescription
Total LeadsAll leads in organization database
Contacted LeadsLeads reached at least once
Reply RatePercentage of contacted leads that responded
Pipeline DealsDeals in CRM pipeline

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Velocity Trend

Track message activity over time:
  • Messages sent daily
  • Messages delivered
  • Messages replied
  • Trend analysis

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Employee Performance

Compare team member performance:
MetricDescription
Messages SentTotal outbound messages
ResponsesTotal replies received
Response RateReply percentage
Deals CreatedDeals generated

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Reply Rate Analysis

Employee response rate comparison:
  • Individual reply rates
  • Team average
  • Benchmark targets
  • Performance ranking

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Best Contact Hours

Heatmap showing optimal contact times:
  • 24-hour view
  • Response concentration
  • Best times highlighted
  • Timezone aware

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Campaign Performance

Top performing campaigns:
MetricDescription
Campaign NameCampaign identifier
ContactsLeads contacted
RepliesResponses received
Reply RateResponse percentage
DealsDeals created

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Source Effectiveness

Lead source performance:
  • Source breakdown (manual, crawling, import)
  • Response rates per source
  • Lead quality by source
  • ROI by source

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List Quality

Contact list quality metrics:
  • Delivery success rate
  • Error rates
  • Invalid contacts
  • Quality score

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Filtering Options

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Period Selection

Select time range:
  • Last 7 days
  • Last 14 days
  • Last 30 days
  • Last 90 days
  • All Time
  • Custom date range

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Employee Filter

Filter reports by employee:
  • All employees
  • Specific employee
  • Multiple employees

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Export

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PDF Export

Export reports for stakeholders:
  1. Click Export PDF
  2. Browser print dialog opens
  3. Save as PDF
  4. Share with team

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Real-time Data

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Auto-refresh

Reports update automatically:
  • Data refreshes on page load
  • Manual refresh button available
  • Cache updates every 5 minutes

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API Endpoints

GET /reports/admin/kpis                      - Organization KPIs
GET /reports/admin/employee-comparison       - Team comparison
GET /reports/admin/funnel-by-employee       - Funnel by employee
GET /reports/admin/source-performance       - Source analysis
GET /reports/admin/response-heatmap         - Best contact hours
GET /reports/admin/daily-activity           - Daily metrics
GET /reports/admin/campaign-performance     - Campaign rankings
GET /reports/admin/list-quality             - List quality
GET /reports/admin/employee-metrics-trend   - Trend analysis

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Dashboard Integration

Reports integrates with Dashboard:
  • Reuses Dashboard aggregation functions
  • Adds organization-level filtering
  • Employee comparison features

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Best Practices

  1. Regular Reviews: Check reports weekly
  2. Employee Coaching: Use performance data for coaching
  3. Campaign Optimization: Focus on high-performing campaigns
  4. Source Analysis: Invest in quality lead sources
  5. Export for Meetings: Prepare reports for team meetings