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Analytics & reporting

See where the work becomes meetings.

Calls, email, and meeting outcomes share a reporting workspace. Move from the campaign view into the activity behind it.

01 / Start with the outcome

Follow the path to a meeting.

Audience

See the contacts targeted in each campaign.

Activity

Review calls and email alongside the conversations they produce.

Meetings

Track meetings set and conversion to understand where to investigate.

02 / Go deeper

The detail behind the totals.

01

Campaign KPIs

Total contacts, calls, emails, meetings set, and conversion rate, rolled up per campaign so you see the whole funnel at a glance.

02

Call reporting

Dial sessions by count, duration, and contacts processed, plus a disposition breakdown for every SDR on the team.

03

Email reporting

Send volume, open rate, click rate, and bounce rate, with full email history, individual click events, and deliverability signals.

04

Real-time activity

A live timeline of responses, cadences generated, emails sent, call analysis, opens, clicks, and calls made, streaming as they happen.

03 / Shared visibility

Useful to the team doing the work.

For sales leaders

Per-SDR dial sessions and disposition breakdowns turn coaching into a facts conversation: who needs help on a disposition, and who just needs more dials.

See the dialer

For clients

Clients get their own logins and watch calls, emails, meetings, and conversion rates in real time. The transparency is the trust: you see everything the team does.

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For your stack

CRM, data, dialer, email, and reporting are one system on one bill, so campaign KPIs and the timeline draw from a single source. There is nothing to reconcile.

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Keep exploring

See how it fits your team.

Questions, answered

Your questions, answered.

01

What can I see at the campaign level?

Each campaign rolls up the metrics that map to your funnel: total contacts, calls made, emails sent, meetings set, and the conversion rate between them. Instead of stitching together call logs and email exports, you get one view that shows where a campaign is winning and where it is leaking, so you can adjust targeting, messaging, or cadence before a slow week becomes a slow month.

02

How detailed is the call reporting?

Call reporting breaks down dial sessions by count, total duration, and the number of contacts processed, then shows a disposition breakdown for each SDR. That lets a sales leader compare reps on real activity and outcomes, not just gut feel, and spot who needs coaching on a specific disposition versus who is simply not getting enough dials in.

03

What email metrics do you track?

Email reporting covers send volume, open rate, click rate, and bounce rate, plus a complete email history and individual click events. Deliverability signals sit alongside those numbers so you can tell the difference between a message that is not landing and a message that is not resonating, two very different problems with very different fixes.

04

What makes the activity timeline different from a standard report?

The activity timeline updates in real time as work happens. Responses, cadences generated, emails sent, call analysis, opens, clicks, and calls made stream in as a single chronological feed, so you are watching the program move rather than waiting for an end-of-day export. It is a live view of your outbound engine, not a photo of it.

05

Can I see how calling and email are performing together?

Yes. Campaign KPIs combine calls, emails, meetings set, and conversion rate in one place, and the activity timeline interleaves call and email events on a single feed. Because both channels run on the same platform, you never reconcile a dialer report against an email tool. The numbers come from one source.

06

Can I just ask an AI agent for my numbers?

You can ask a project for a report in plain language using the data and tools available to that project. Review its sources and results. Campaign changes remain governed by the project permissions and approval settings.

07

Do clients get access to their own reporting?

Reporting is built into the same platform our US-based SDRs use every day, and clients receive logins so they can watch calls, emails, meetings, and conversion rates in real time. You are never waiting on a weekly slide deck to know how your program is doing.