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Reports Guide

Call Reports, Sales Reports and Call Results — using filters, dates and exporting.

Overview

The Reports tab gives you three sub-tabs, each focused on a different view of your team's performance. All three share the same date range picker and filter controls.

Date Range Picker

The date range picker is sticky at the top of the Reports page. Use the quick presets or set a custom range:

Today — just today's data
This week — Monday to Sunday of the current week
This month — first to last day of the current month
All time — every record regardless of date
Custom — click the date inputs on the right to select any start and end date

Filters

Below the date picker, each sub-tab shows filter dropdowns. These can be combined in any way:

Agent — show data for one specific agent only
Offer — show data for one specific offer only
Outcome (Sales Reports & Call Results only) — filter by Sold, PNS, Reschedule etc.

Example: Set Agent = "Emily Gibson", Offer = "Goal Setting Call" to see exactly how many calls Emily has taken for that offer and what the results were.

Call Reports

Shows calendar-based call statistics. Data is pulled directly from connected Google Calendars and only counts events that match a known offer's call identifier.

Metric	What it means
Calls today	Events matching any offer identifier happening today
Calls in range	All matching events within the selected date range
Avg utilisation	Average percentage of working hours spent in meetings across all agents
Busiest day	Day of the week with the most calls team-wide
Peak call hour	Time of day most calls happen
No-show rate	Percentage of logged results that were No Show outcomes

Also includes a Calls by offer table and an Upcoming calls section showing the next 20 future calls matching any offer.

Sales Reports

Shows result-based revenue and conversion data from logged call outcomes.

Metric	What it means
Total sales	Number of calls logged as Sold
Conv. rate	Sales ÷ (Sold + PNS) — see Metrics Guide for full explanation
Total revenue	Sum of all sale values logged
Cash collected	Sum of all cash collected amounts logged
Avg deal size	Total revenue ÷ number of sales
Outstanding	Total revenue minus cash collected (unpaid balance)

Also includes outcome breakdown, per-agent table, per-offer table and a reschedule follow-up tracker with overdue highlighting.

Call Results

A full feed of every logged result, most recent first. Each row shows:

Date · Agent · Member name · Offer · Outcome · Pitch type · Program · Payment type · Plan details · Sale value · Cash collected · Commission · Follow-up date · Recording link · Notes

Tip: Use the Outcome filter to quickly see all Sold calls, or all Reschedules that need following up.

Exporting to CSV

1
Click Export CSV in the top right of the Reports tab.
2
Choose your filters — agent, offer, outcome, date range and whether to include imported records.
3
The preview shows how many records will be exported.
4
Click Download CSV — the file downloads instantly.