Reports that tell the real story

Generate, customize and send professional reports in minutes. No spreadsheets, no manual analysis.

Why use it

Why teams choose this module

Automatic generation

Schedule daily, weekly or monthly reports — receive by email automatically.

AI analysis

AI identifies trends, anomalies and opportunities in your data.

Full customization

Choose metrics, periods and segments the way you need.

Secure sharing

Export to PDF, Excel or send via protected link.

Features

Everything you precisa, in one place

Funnel reports

Visualize conversion and average time per sales funnel stage.

Campaign report

Performance by channel, cost per lead and ROI.

Team report

Productivity per SDR, response rate and closed deals.

Automatic scheduling

Set up and receive reports at the right time every week.

Multiple export

PDF, Excel, CSV or BI integration via API.

Deviation alerts

Notification when metrics deviate from historical patterns.

Use cases

How teams use it in practice

01

Board meeting

CFO receives automated executive report every Monday with revenue and pipeline summary.

02

Campaign analysis

Marketing compares performance of 5 campaigns in a single consolidated report.

03

SDR evaluation

Sales head tracks individual productivity and identifies who needs coaching.

Decisions based on real data

Automatic reports that connect prospecting, sales and support.

No commitment · 30 min demo · Human expert