The report writes itself, with what really happened.
The numbers come from what has already happened in your operation: real conversations, appointments, opportunities and events. There is no dashboard that someone has to fill out for the report to exist.
Demo data
Twelve indicators, and what each one counts.
All are compared against the previous period. None is calculated with data that the team has to capture separately.
- 01Conversations
How many entered, per channel and per period.
- 02First answer
Median of how long the first response took.
- 03Served first by AI
What proportion resolved the agent without intervention.
- 04Response rate
Of all those who entered, how many received a response.
- 05Scheduled appointments
Created in the period, by resource and by branch.
- 06No-shows
Appointments with status "did not attend" out of the confirmed total.
- 07Rescheduled
How many moved and how many times.
- 08Opportunities created
New cards, with their added value.
- 09Pipeline value
Sum of open opportunities per stage.
- 10Earned value
Only what a human marked as cattle.
- 11Recovered leads
Cooled contacts who responded again.
- 12Complete forms
How many files were left without gaps.
Stop putting together the report by hand every month.
The numbers come from what has already happened in your operation. Plug it in and watch it at the end of the month.
See all five modules