Reports

Reports help you understand how quickly your team responds, identify missed opportunities, measure reply coverage, and evaluate overall sales performance.

Before You Begin: Enable Obligations

Reports rely on Obligations to calculate response metrics.

To enable obligations:

1. Go to Settings → Labels & Properties.

2. Open the label you want to track.

3. Enable Obligations.

When enabled, applying this label to a conversation marks it as requiring a timely reply. These conversations are included in opportunity and reply coverage reports.

Important: If Obligations are not enabled on your labels, many report metrics such as Opportunities, Reply Coverage, and SLA performance will not be calculated.

Open Reports

Navigate to:

Reports

The Reports page provides analytics and performance insights for your workspace.

Select a Date Range

Choose the time period you want to analyze.

Available presets include:

• Today

• Yesterday

• Last 7 Days

• Last 15 Days

• Last Month

• Last 3 Months

• Last 6 Months

• Last Year

You can also select a Custom Date Range using the calendar picker.

Configure SLA

Select Configure SLA to define your service level agreement.

Configure:

• SLA response time (minutes)

Reports use this value to determine whether replies were sent on time, late, or missed.

Business Hours

Enable the Business Hours toggle to calculate response times only during your team's working hours.

Configure:

• Working days

• Start time

• End time

When enabled, response time calculations ignore time outside your configured business hours.

Executive Summary

The Executive Summary provides a high-level overview of your team's performance.

Opportunities

Unique prospects with one or more obligations.

Missed Opportunities

Opportunities with one or more obligations that exceeded the configured SLA and are still awaiting a reply.

Reply Coverage

The percentage of obligations that received a reply.

Formula:

Resolved Obligations ÷ Total Obligations × 100

Positive Rate

The percentage of opportunities marked as positive.

Formula:

Positive Opportunities ÷ Total Opportunities × 100

Meetings Booked

Displays the number of meetings booked.

You can select which label should count as a booked meeting.

On-Time Replies

Replies sent within the configured SLA.

Late Replies

Replies sent after exceeding the configured SLA.

Missed Replies

Obligations that exceeded the SLA without receiving a reply.

Average First Response Time

The average amount of time prospects wait for the first response.

When Business Hours are enabled, only working hours are included in the calculation.

Average Response Time

The average response time across the entire conversation.

When Business Hours are enabled, only working hours are included in the calculation.

Prospects by Channel

View how many prospects came from each communication channel.

Examples include:

• Email

• LinkedIn

This helps you understand where your conversations originate.

Prospect Count by Label

View the number of prospects associated with specific labels.

Select one or more labels to analyze.

Recommended use cases

• Track Interested prospects.

• Monitor Meeting Booked conversations.

• Analyze Not Interested replies.

• Measure campaign outcomes by label.

Team Performance

Monitor individual team member performance.

Available metrics include:

• Opportunities

• Missed Replies

• Missed Opportunities

• Reply Coverage

• Positive Rate

• Meetings Booked

• On-Time Replies

• Late Replies

• Average First Response Time

• Average Response Time

Use this report to identify response trends, monitor SLA compliance, and evaluate team performance.

This keeps the article focused on how the Reports page actually works, without adding unnecessary filler, and emphasizes Obligations first since they're required for the reporting metrics.