Read your Sales, Support, Calling and Marketing reports

Reports gives you four reports on one page: Sales, Support, Calling and Marketing. Each covers any two dates, for everyone, a team or one member, and each downloads as a CSV file with one press.

Open Reports in the navigation, at https://app.contactroll.com/reports. On a phone it is under More. Every member can open it.

What each person sees

Each report counts the records your role reaches, just as your lists show them. The line above the numbers says which, for example "Counted from all of the organization's deals" or "Counted from your own cases, as your role sees them". A campaign's numbers are the organization's. Sample data is left out of every report.

Choose the dates and whose records

• Dates: Last 30 days (the default), This month, Last month, This quarter, Last quarter or This year. Or type your own From and To, up to a year apart.
• Whose: Everyone, a team, or one member. A member's records are the deals they own, the cases assigned to them, the calls they answered or placed, the campaigns and sequences they own, and the contacts they own. Teams are your call groups.

Days follow your organization's time zone, set on the Team page. Your choices stay as you move between the four reports.

Sales

• Added, Won and Lost: deals created in the dates, and deals won and lost by the day they closed, with their value.
• Why deals were lost: the reasons given.
• Open deals by stage, now: how many, their value, and their value at each stage's probability.
• Average days in it: how long deals spent in each open stage.
• Forecast: open deals by the month they are expected to close, at their stage's probability.

Amounts in different currencies are shown side by side, such as "$9,600 + €2,500".

Support

• Opened and Solved cases.
• First reply: the time from a case opening to the first reply to the customer, in your business hours, at the median and on average, with how many were answered within the response-time target and how many past it.
• Waiting on us now: open cases whose next move is your team's, and how long the longest has waited.
• By member and By team.

Calling

• Answered, Missed and Sent to voicemail: calls that came in on your numbers. Placed: calls your members placed from ContactRoll.
• Waiting in line: callers who waited in a call group's line, the average wait and the longest.
• By call group, By number, Busiest hours and By member.

Marketing

• Per campaign and per sequence: the emails sent in the dates, with their clicks, unsubscribes, complaints and the confirmed sign-ups their clicks brought.
• Contacts added, by source: by hand, an import, the sign-up form, an email to your support address, a phone call, the help center, your app, Stripe or the API.
• Posts: each campaign's social posts published in the dates, with their likes, reposts, replies and quotes as last read.
• Accounts: each social account's followers, and what it gained in the dates.

Download a CSV

Press Download CSV to save what the report shows. The file is named for the report and its dates, and has one line for each number in four columns: Part, Item, Measure and Value. Amounts are decimals, with the currency in the Measure column, such as "Value (USD)".