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Workstation Docs

Reports

Reports provide insights into your sales performance, team activity, and business trends. Use reports to make data-driven decisions.

Overview

Section titled “Overview”

The Reports module offers analytics and visualizations powered by a GraphQL API. Reports cover contacts, deals, activities, tickets, and projects with filtering by date range, pipeline, and other dimensions. Data is visualized with charts (Recharts) and supports time-series analysis with configurable grouping.

Related Modules:

Report Categories

Section titled “Report Categories”

Contact Lifecycle Reports

Section titled “Contact Lifecycle Reports”
MetricDescription
Total ContactsCount of contacts in period
By StatusBreakdown by contact lifecycle status
By SourceContacts grouped by source
By ChannelContacts grouped by acquisition channel
Deal Creation RatePercentage of qualified contacts with deals
Avg Time to DealAverage days from contact creation to deal creation
Contacts Over TimeTime-series chart of contact creation

Deal Reports

Section titled “Deal Reports”
MetricDescription
Total DealsCount of deals in period
Total ValueSum of all deal amounts
Average Deal ValueMean deal amount
Won DealsCount of won deals
Lost DealsCount of lost deals
Win RateWon ÷ (Won + Lost)
By StageDeal count and value per pipeline stage
By PipelineDeal count and value per pipeline
Deals Over TimeTime-series chart of deal creation

Activity Reports

Section titled “Activity Reports”
MetricDescription
Total ActivitiesAll logged activities
By TypeBreakdown by call, meeting, task, email, note
By StatusPending, completed, cancelled counts
Completion RateCompleted ÷ total
Overdue CountActivities past due date

Ticket Reports

Section titled “Ticket Reports”
MetricDescription
Total TicketsAll tickets in period
By StatusOpen, in progress, pending, resolved, closed
By PriorityLow, medium, high, urgent, critical
By CategoryTickets grouped by category
Open CountCurrently open tickets
Resolved CountTickets resolved in period
Avg Resolution TimeAverage time to resolve
Tickets Over TimeTime-series chart of ticket creation

Project Reports

Section titled “Project Reports”
MetricDescription
Total ProjectsAll projects in period
By StatusNot started, in progress, on hold, completed, cancelled
Completed CountProjects completed in period
In Progress CountCurrently active projects
Avg Completion RateAverage progress percentage across projects

Time-Series Analysis

Section titled “Time-Series Analysis”

Track trends over time with configurable grouping:

GroupingDescription
DayDaily data points
WeekWeekly aggregations
MonthMonthly aggregations
QuarterQuarterly aggregations
YearYearly aggregations

Available for contacts, deals, and tickets. Each data point includes the period label and count.

Filtering Reports

Section titled “Filtering Reports”

Date Range

Section titled “Date Range”
OptionDescription
TodayCurrent day only
This WeekCurrent week
This MonthCurrent month
This QuarterCurrent quarter
This YearCurrent year
CustomSelect start and end dates

Additional Filters

Section titled “Additional Filters”
  • Pipeline — filter deal reports by specific pipeline
  • Owner — filter by team member (based on data visibility)

Visualizations

Section titled “Visualizations”

Reports use Recharts for data visualization:

  • Bar Charts — compare categories (e.g., deals by stage)
  • Line Charts — show trends over time (e.g., contacts over time)
  • Pie Charts — show proportions (e.g., contacts by source)
  • Funnel Charts — show pipeline conversion
  • Area Charts — show volume trends

Pipeline Metrics

Section titled “Pipeline Metrics”

Stage Analysis

Section titled “Stage Analysis”

For each pipeline stage:

  • Deal Count — number of deals in stage
  • Stage Value — total deal amount in stage
  • Weighted Value — amount × stage probability

Pipeline Totals

Section titled “Pipeline Totals”

For each pipeline:

  • Total Deals — count across all stages
  • Total Value — sum of all deal amounts

Sales Forecasting

Section titled “Sales Forecasting”
Forecast = Σ (Deal Amount × Stage Probability)

Best Practices

Section titled “Best Practices”
  1. Review regularly — check reports weekly
  2. Track trends — compare periods using time-series charts
  3. Use grouping — choose appropriate time grouping (daily for short periods, monthly for longer)
  4. Filter wisely — narrow down to specific pipelines or date ranges
  5. Identify patterns — look for conversion bottlenecks in stage data
  6. Share insights — discuss findings with your team

See Also: