Read your reports and analytics
6 min
Reports shows sales; Analytics shows how conversations and the assistant are doing.
Step 1 of 3
Revenue reports
Insights → Reports. Choose 7d, 30d, 90d or All. You get Closed Revenue, Pipeline Value, Win Rate, Avg Deal Size, pipeline by stage, top agents and recent closed deals. Export CSV downloads it.
Good to know
Permissions
Reports and Analytics need analytics access; the Viewer role can read but not change anything.
Next guides
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