Reports

The Reports screen summarises the workspace. It's read-only and available on the free plan (running on the sample data).

What it shows

• Pipeline by stage — how many contacts and how much value sit in each open stage. Won and Lost are shown separately as closed outcomes.
• Conversion — the share of leads reaching Won, and where leads are lost.
• Activity — interactions logged and follow-ups completed over a period, per agent where relevant.
• Dormancy — how many open leads are currently dormant.

Reading it

• A stage that's much fuller than the ones after it is a bottleneck — leads arrive but don't progress.
• A rising dormant count with flat activity means leads are being added faster than they're worked.
• Big gaps between agents in "follow-ups completed" point to workload or process differences worth a conversation.

Value figures

Contact value comes from your custom fields where you track a deal size. If you don't record a value, the count-based figures still work; the currency totals just won't reflect those contacts.