# Workstation Documentation > Learn how to use and configure Repzo Workstation. Workstation helps teams manage customer records, sales work, operations, marketing, commerce, point of sale, performance, knowledge, analytics, and workspace configuration from one place. These docs are written for people who need practical answers while setting up or using the app. Start with the sales flow if you are learning the CRM model, or jump into the module you are working with. ## Start here - [Getting Started](https://workstation.repzo.com/docs/getting-started) explains the main workflow and where each module fits. - [Pulse](https://workstation.repzo.com/docs/analytics/pulse) is the team feed you land on after sign-in when your workspace includes it; otherwise you start on the [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard). - [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup) explains how Properties, Objects, Pipelines, and Table Views fit together. - [Contacts](https://workstation.repzo.com/docs/sales/contacts) covers customer records, lifecycle status, qualification, and relationship tracking. - [Activities](https://workstation.repzo.com/docs/engagement/activities) explains how calls, meetings, and tasks connect to CRM records. - [Inbox](https://workstation.repzo.com/docs/operations/inbox) covers shared customer conversations. - [Content Hub](https://workstation.repzo.com/docs/knowledge/content-hub) explains internal and public knowledge content. - [Settings](https://workstation.repzo.com/docs/administration/settings) covers app configuration, integrations, security, and data management. ## Core workflow Most sales teams use Workstation in this order: ```text Contact -> Deal -> Won or Lost | | Account Price Offer -> Invoice | Activities and communication ``` 1. Capture or import a [Contact](https://workstation.repzo.com/docs/sales/contacts). 2. Qualify the contact using lifecycle fields such as status, score, source, pipeline, and stage. 3. Open a [Deal](https://workstation.repzo.com/docs/sales/deals) when there is a real opportunity. 4. Create or associate a [Price Offer](https://workstation.repzo.com/docs/sales/price-offers) when the opportunity needs a formal quote. 5. Track follow-up with [Activities](https://workstation.repzo.com/docs/engagement/activities), [Tasks](https://workstation.repzo.com/docs/engagement/tasks), and [Activity Reminders](https://workstation.repzo.com/docs/engagement/reminders). 6. Measure progress with the [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard), [KPI Dashboard](https://workstation.repzo.com/docs/performance/kpi-dashboard), and [Reports](https://workstation.repzo.com/docs/analytics/reports). ## Main sections The documentation follows the same groups and order as the Workstation sidebar. Extra setup guides stay inside the group they support. ### Analytics Use analytics docs for the team feed, dashboards, proactive findings, and reports: - [Pulse](https://workstation.repzo.com/docs/analytics/pulse) - [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) - [Radar](https://workstation.repzo.com/docs/analytics/radar) - [Reports](https://workstation.repzo.com/docs/analytics/reports) ### CRM Use CRM docs to understand customer records, activities, and the pipeline model. Additional setup guides stay in this group after the main app pages: - [Accounts](https://workstation.repzo.com/docs/sales/accounts) - [Contacts](https://workstation.repzo.com/docs/sales/contacts) - [Deals](https://workstation.repzo.com/docs/sales/deals) - [Listings](https://workstation.repzo.com/docs/sales/listings) - [Price Offers](https://workstation.repzo.com/docs/sales/price-offers) - [Meeting Links](https://workstation.repzo.com/docs/sales/meeting-links) - [Activities](https://workstation.repzo.com/docs/engagement/activities) - [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup) - [Pipelines and Stages](https://workstation.repzo.com/docs/sales/pipelines) - [Properties](https://workstation.repzo.com/docs/administration/properties) - [Objects](https://workstation.repzo.com/docs/administration/objects) - [Tasks](https://workstation.repzo.com/docs/engagement/tasks) - [Activity Calendar](https://workstation.repzo.com/docs/engagement/calendar) - [Activity Reminders](https://workstation.repzo.com/docs/engagement/reminders) ### Operations Use operations docs for service, delivery, communication, and internal workflows: - [Projects](https://workstation.repzo.com/docs/operations/projects) - [Tickets](https://workstation.repzo.com/docs/operations/tickets) - [Appointments](https://workstation.repzo.com/docs/engagement/appointments) - [Online Booking](https://workstation.repzo.com/docs/engagement/online-booking) - [Appointment Checkout](https://workstation.repzo.com/docs/engagement/appointment-checkout) - [Client Loyalty](https://workstation.repzo.com/docs/operations/client-loyalty) - [Reviews](https://workstation.repzo.com/docs/engagement/reviews) - [Requests](https://workstation.repzo.com/docs/operations/requests) - [Drive](https://workstation.repzo.com/docs/operations/drive) - [Inbox](https://workstation.repzo.com/docs/operations/inbox) - [Calls](https://workstation.repzo.com/docs/operations/calls) - [AI Agents](https://workstation.repzo.com/docs/operations/ai-agents) - [Chat](https://workstation.repzo.com/docs/operations/chat) - [Approvals](https://workstation.repzo.com/docs/operations/approvals) ### Marketing Use marketing docs for campaigns, outbound messages, audiences, ads, and intake forms: - [Campaigns](https://workstation.repzo.com/docs/marketing/campaigns) - [Send](https://workstation.repzo.com/docs/marketing/send) - [Segments](https://workstation.repzo.com/docs/marketing/segments) - [Ads](https://workstation.repzo.com/docs/marketing/ads) - [Forms](https://workstation.repzo.com/docs/marketing/forms) ### Commerce Use commerce docs for orders, recurring billing, gift cards, invoices, payments, and bookkeeping: - [Orders](https://workstation.repzo.com/docs/commerce/orders) - [Subscriptions](https://workstation.repzo.com/docs/commerce/subscriptions) - [Gift Cards](https://workstation.repzo.com/docs/commerce/gift-cards) - [Invoices](https://workstation.repzo.com/docs/commerce/invoices) - [Payments](https://workstation.repzo.com/docs/commerce/payments) - [Accounting](https://workstation.repzo.com/docs/commerce/accounting) ### Point of Sale Use the [Point of Sale](https://workstation.repzo.com/docs/pos) docs for the in-store POS Console, POS sales reports, and staff time cards. ### Performance Use performance docs to set goals, monitor progress, and manage commissions: - [KPI Dashboard](https://workstation.repzo.com/docs/performance/kpi-dashboard) - [Goals](https://workstation.repzo.com/docs/performance/goals) - [KPI Reports](https://workstation.repzo.com/docs/performance/kpi-reports) - [Commission Plans](https://workstation.repzo.com/docs/performance/commission-plans) - [Commissions](https://workstation.repzo.com/docs/performance/commissions) ### Knowledge Use knowledge docs to create help centers, handbooks, documentation sites, and reusable knowledge sources: - [Content Hub](https://workstation.repzo.com/docs/knowledge/content-hub) ### Developers Use developer docs to work with the API and CLI or build apps for team chat: - [Developer API and CLI](https://workstation.repzo.com/docs/configuration/developer-api) - [Chat apps](https://workstation.repzo.com/docs/developers/chat-apps) - [Block Kit reference](https://workstation.repzo.com/docs/developers/block-kit) ### Configuration Use configuration docs to connect apps, automate work, manage billing, and configure the workspace: - [Marketplace](https://workstation.repzo.com/docs/configuration/marketplace) - [Workflows](https://workstation.repzo.com/docs/administration/workflows) - [Billing](https://workstation.repzo.com/docs/commerce/billing) - [Plans & Add-ons](https://workstation.repzo.com/docs/commerce/plans-and-add-ons) - [Seats](https://workstation.repzo.com/docs/commerce/seats) - [Locked Modules](https://workstation.repzo.com/docs/commerce/locked-modules) - [AI Balance & Packs](https://workstation.repzo.com/docs/commerce/ai-balance) - [Settings](https://workstation.repzo.com/docs/administration/settings) - [Team](https://workstation.repzo.com/docs/administration/team) - [Departments](https://workstation.repzo.com/docs/administration/departments) - [Table Views](https://workstation.repzo.com/docs/administration/table-views) - [Data Validation](https://workstation.repzo.com/docs/administration/validations) - [Notifications](https://workstation.repzo.com/docs/administration/notifications) --- # Getting Started > Understand the main Workstation concepts before configuring your workspace. Workstation is organized around customer records, team activity, operations, marketing, commerce, performance, knowledge, and configurable workflows. You do not need to configure every module before using the app, but a few core concepts make the rest of the documentation easier to follow. ## Your first sign-in After you sign in, Workstation opens on [Pulse](https://workstation.repzo.com/docs/analytics/pulse), the team feed, when your workspace includes it. Otherwise it opens on your [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard). Use the left sidebar to move between modules. It hides pages your role can't open, and modules outside your [seats](https://workstation.repzo.com/docs/commerce/seats) show as [locked](https://workstation.repzo.com/docs/commerce/locked-modules). Owners and admins of a new workspace also see a floating **Set up your workspace** checklist. It walks through the first steps: invite your team, add contacts, create a deal, connect a channel, add products or services, and log an activity. You can minimize it, drag it out of the way, or choose **Skip setup**. Everything on it stays available from [Settings](https://workstation.repzo.com/docs/administration/settings). ## Organizations Each organization has its own isolated data. Contacts, accounts, deals, activities, tickets, projects, invoices, content, settings, and users belong to one organization and are not shared with other organizations. This matters because permissions, departments, data visibility, properties, pipelines, default record layouts, and automations are configured per organization. ## The sales flow The most common workflow starts with a contact and ends with a deal outcome: ```text Contact -> Deal -> Won or Lost | Price Offer -> Invoice ``` A [Contact](https://workstation.repzo.com/docs/sales/contacts) represents a person you may sell to, support, or work with. Contacts carry lifecycle fields such as status, score, source, pipeline, and stage, so early prospects do not need a separate prospect module. When the opportunity is real, open a [Deal](https://workstation.repzo.com/docs/sales/deals). Create or associate a [Price Offer](https://workstation.repzo.com/docs/sales/price-offers) when a formal quote is needed. ## Properties and record layouts [Properties](https://workstation.repzo.com/docs/administration/properties) defines the native, custom, and computed data available to a record. [Objects](https://workstation.repzo.com/docs/administration/objects) controls where that data and the module's cards appear on supported record pages. [Pipelines](https://workstation.repzo.com/docs/sales/pipelines) controls stages and movement rules. These settings are independent but designed to work together. ## Records and relationships Workstation connects records so teams can see the full customer history: - Accounts contain contacts. - Deals link to accounts and contacts. - Activities can be linked to contacts, accounts, deals, and other supported records. - Tickets can be linked to accounts and contacts. - Projects can be linked to deals. - Campaigns and segments help track where contacts came from and how audiences are grouped. - Invoices can connect commercial work back to customer records. Use these relationships to avoid duplicating information. For example, log a call as an [Activity](https://workstation.repzo.com/docs/engagement/activities) on the deal or contact instead of writing the same note in several places. ## Views and saved table layouts Many modules support list views with filters, sorting, columns, and saved configurations. Use [Table Views](https://workstation.repzo.com/docs/administration/table-views) when teams need repeatable views such as "My Open Deals" or "High Priority Tickets". ## Permissions and visibility Access is controlled by team roles, permissions, departments, and visibility settings. - Use [Team](https://workstation.repzo.com/docs/administration/team) to manage users and roles. - Use [Departments](https://workstation.repzo.com/docs/administration/departments) to model organization structure and record visibility. - Use [Settings](https://workstation.repzo.com/docs/administration/settings) for security, integrations, imports, exports, and global configuration. Seats sit alongside roles: a member's [seats](https://workstation.repzo.com/docs/commerce/seats) decide which modules they can open, and their role decides what they can do inside them. Modules outside someone's seats show as [locked](https://workstation.repzo.com/docs/commerce/locked-modules). ## Recommended setup order For a new workspace, configure the basics in this order: 1. Invite users, confirm roles in [Team](https://workstation.repzo.com/docs/administration/team), and give each person the [seats](https://workstation.repzo.com/docs/commerce/seats) they need. 2. Configure [Departments](https://workstation.repzo.com/docs/administration/departments) if visibility depends on team structure. 3. Review native fields and create custom fields in [Properties](https://workstation.repzo.com/docs/administration/properties). 4. Configure [Pipelines](https://workstation.repzo.com/docs/sales/pipelines) for contact lifecycle and deal stages. 5. Add required, conditional, and stage-based rules using [Data Validation](https://workstation.repzo.com/docs/administration/validations). 6. Arrange supported record pages in [Objects](https://workstation.repzo.com/docs/administration/objects). 7. Configure imports, integrations, and security in [Settings](https://workstation.repzo.com/docs/administration/settings). 8. Create saved [Table Views](https://workstation.repzo.com/docs/administration/table-views) for common workflows. 9. Configure optional modules such as [Forms](https://workstation.repzo.com/docs/marketing/forms), [Inbox](https://workstation.repzo.com/docs/operations/inbox), [Content Hub](https://workstation.repzo.com/docs/knowledge/content-hub), [Goals](https://workstation.repzo.com/docs/performance/goals), and [Pulse](https://workstation.repzo.com/docs/analytics/pulse) when the team is ready to use them. ## Next steps If you are learning the CRM flow, start with [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup) and [Contacts](https://workstation.repzo.com/docs/sales/contacts). If you are configuring the workspace for a team, start with [Settings](https://workstation.repzo.com/docs/administration/settings), [Team](https://workstation.repzo.com/docs/administration/team), and [Departments](https://workstation.repzo.com/docs/administration/departments). If you are expanding beyond CRM, review [Inbox](https://workstation.repzo.com/docs/operations/inbox), [Forms](https://workstation.repzo.com/docs/marketing/forms), [Invoices](https://workstation.repzo.com/docs/commerce/invoices), [Point of Sale](https://workstation.repzo.com/docs/pos), and [Content Hub](https://workstation.repzo.com/docs/knowledge/content-hub). --- # Pulse > Share wins, give kudos, run polls and challenges, and reward colleagues in the team feed. Pulse is your team's internal social feed. People share wins and updates, give each other kudos coins, run polls, and join team challenges. Pulse also posts on its own when something worth celebrating happens, such as a big deal being won or a teammate's birthday. Open **Analytics → Pulse**. When your plan includes Pulse, it is also the first page members see after signing in. Workspaces without Pulse land on the [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) instead. The page has two tabs: **Feed** and **Rewards**. The active tab is kept in the URL (`/pulse?tab=rewards`), so you can link straight to it. ## The feed The feed shows the newest posts first and updates live, so new posts, reactions, and comments appear without refreshing. Pinned posts stay at the top in their own section. Each post can be: | Post | Where it comes from | |---|---| | **Post** | A teammate shares an update, a win, or photos | | **Poll** | A teammate asks the team a question | | **Kudos** | A teammate gives kudos coins to a colleague | | **Challenge** | An owner or admin starts a team goal with a live progress bar | | **Big Win** | Pulse posts automatically when a deal is won | | **Celebration** | Pulse posts automatically for birthdays and work anniversaries | | **Achievement** | Pulse posts the weekly heroes digest, monthly awards, and completed challenges | React to a post with 👏 🔥 ❤️ 🏆 😂 or 🎉. Hover over a reaction to see who reacted. Comment on a post and type `@` to mention a colleague; they get a notification. Click any name or avatar to open that person's profile. It shows the kudos they have received, their current daily streak, and their [badges](#badges). ### Write a post Type in the composer at the top of the feed and click **Post**. From the composer you can also: - **Photo**: attach up to six images. - **Poll**: open the poll dialog. - **Give kudos**: send coins to a colleague. - **Challenge**: start a team challenge (owners and admins only). Authors can delete their own posts and comments. Owners and admins can delete any post or comment, and can pin or unpin posts. ### Polls A poll needs a question and at least two options. Optional settings: | Setting | What it does | |---|---| | **Show who voted** | Shows voter names instead of keeping votes anonymous | | **Allow multiple answers** | Lets each person pick more than one option | | **Allow adding options** | Lets voters add their own options | | **Allow revoting** | Lets people change or retract their vote | | **Set correct answer** | Turns the poll into a quiz | | **Limit duration** | Closes the poll after a set number of hours or days | | **Hide results until closed** | Keeps results hidden until the poll closes (needs a duration) | Polls work the same way as polls in [Chat](https://workstation.repzo.com/docs/operations/chat). ### Challenges A challenge is a time-boxed team goal. Give it an emoji, a name, a target, an end date, and pick what counts: - Deals won - Tickets resolved - Kudos given - Pulse posts The challenge card shows live progress based on real records. When the team reaches the target, Pulse posts a celebration once. Everyone takes part, but only owners and admins can start a challenge. ## Kudos coins Every member gets a monthly allowance of kudos coins to give away (100 by default). The allowance resets each month and cannot be kept, only given. To give kudos, click **Give kudos**, pick a colleague, choose how many coins, and write why they earned it. The kudos appears in the feed and the colleague gets a notification. The right-hand rail shows: - **Kudos coins**: how many you have left to give this month, plus what you received this month and all time. - **Most loved this month**: the colleagues who received the most kudos. - **This month**: participation rate, posts, coins moved, and reactions. Only owners and admins see this card. Coins you **receive** are a separate balance. You can spend them on perks in the Rewards tab. ## Rewards The **Rewards** tab shows your coin balance and the perks your workspace offers, such as a coffee voucher or a half day off. Click **Redeem** on a perk to request it. The coins are held while the request waits for approval. Owners and admins see a **Waiting for approval** list. **Approve** spends the coins; **Decline** returns them. The person who redeemed gets a notification either way. Everyone can follow their own requests under **My redemptions**. If your workspace sets a coin expiry, received coins expire that many months after they were earned. The oldest coins are always spent first. ## Automatic posts Pulse posts these on its own: | Post | When | |---|---| | **Big Win** | A deal moves into a won stage for the first time. You can set a minimum deal value and hide amounts. | | **Birthday and work anniversary** | On the day, for members who have saved their dates | | **This week's heroes** | Once a week, at the start of the business day on the chosen weekday | | **Monthly awards** | Early each month: Most Loved, Most Generous, Rainmaker, and Support Hero for the previous month | | **Challenge complete** | The first time a challenge reaches its target | New workspaces also get a welcome post from Fox that explains how Pulse works. ### Birthdays and work anniversaries Members add their own dates from the **Celebrations** card in the rail, or later from **Settings → Profile**. Only the month and day of a birthday are stored, never the year. The card disappears from the rail once both dates are saved. ## Badges Badges are earned from real activity and show on each person's profile: | Badge | How to earn it | |---|---| | 🎯 Closer | Win a deal | | 🏆 Rainmaker | Win 10 deals | | 🛟 Support Hero | Resolve 25 tickets | | 🔧 Problem Solver | Resolve 100 tickets | | ❤️ Team Favorite | Receive 100 kudos | | 🤝 Generous Heart | Give away 100 kudos | | 📣 Hype Machine | Give 100 reactions | | 🗳️ Poll Master | Run 5 polls | | ✍️ Storyteller | Share 10 posts | | 🔥 On Fire | Reach a 7-day activity streak | | ⚡ Streak Legend | Reach a 30-day streak | ## Settings The workspace owner configures Pulse in **Settings → Pulse**. These settings apply to everyone: | Setting | Default | Purpose | |---|---|---| | **Monthly kudos allowance per person** | 100 | Coins each member can give away per month | | **Only celebrate deals worth at least** | No minimum | Stops small wins from flooding the feed (in your base currency) | | **Coins expire after (months)** | 12 | When received coins expire; choose **Never** to keep them | | **Max coins to the same colleague** | No cap | Limits how much one person can give the same colleague per month | | **Show deal values on win posts** | On | Turn off if deal amounts are sensitive, since everyone can see Pulse | | **Post a weekly "this week's heroes" digest** | On, Friday | Turns the weekly digest on or off and sets the day | The **Rewards catalog** on the same page lists the perks people can redeem. Add a perk with **New perk** (emoji, name, description, cost in coins, active or not), or start from **Templates**. Turning a perk off hides it from the Rewards tab; deleting it keeps past redemptions. ## Notifications Pulse can notify you about new posts (grouped into one alert), mentions, comments on your posts, reactions to your posts, kudos you receive, and team celebrations. Choose which ones you get in [Notifications](https://workstation.repzo.com/docs/administration/notifications). ## Ask Fox Fox can use Pulse data to answer questions such as "who deserves recognition this week?". It looks at kudos received and given, deals won, and tickets resolved, so it can spot different kinds of contribution. ## Permissions | Permission | Allows | |---|---| | `pulse.view` | Open Pulse and read the feed. Every role has it. | | `pulse.post` | Post, comment, react, vote, give kudos, and redeem perks | | `pulse.manage` | Start challenges, pin posts, approve or decline redemptions, and see the monthly analytics card | Changing Pulse settings and the rewards catalog is limited to the workspace owner. Pulse is included with Pro seats; see [Plans & Add-ons](https://workstation.repzo.com/docs/commerce/plans-and-add-ons). ## Related pages - [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) - [Chat](https://workstation.repzo.com/docs/operations/chat) - [Notifications](https://workstation.repzo.com/docs/administration/notifications) - [Team](https://workstation.repzo.com/docs/administration/team) --- # Dashboard > Track key numbers on a personal dashboard of widgets, with date ranges, comparisons, and links into Reports. The Dashboard is a grid of widgets that show your key numbers at a glance: contacts, deals, revenue, activities, tickets, and inbox performance. Each person has their own dashboard, so you can arrange it around the work you do without changing anyone else's. Open **Analytics → Dashboard**. New users start with a default sales layout that you can change at any time. ## Date range and comparison The toolbar controls apply to every widget on the dashboard: | Control | What it does | |---|---| | **Date range** | Pick a preset (Today, Last 7 days, Last 30 days, Month to date, Last quarter, and more) or a custom range. The default is the last 30 days. | | **Comparison** | Compare against the previous period, the previous year, the previous year matched by day of week, or a custom range. Choose **No comparison** to turn it off. | | **Currency** | Show money values in one of your organization's currencies. The choice is saved with your dashboard. | | **Refresh data** | Reload every widget. The time of the last refresh is shown in the header. | Your date range and comparison are remembered in this browser. Preset ranges such as "Last 30 days" always move with today's date. Numbers follow your data visibility. If you can only see your own or your department's records, the widgets only count those records. ## Widgets Widgets come in a few shapes: - **Stat cards** show one number, with the change against the comparison period. - **Charts** show trends over time or a split by stage, source, owner, or channel. - **Breakdowns and ranked lists** show the top values for one field, such as contacts by source or activities by type. - **Tables** rank owners or accounts, such as top owners by deal value. - **Streaks leaderboard** ranks team members by their current daily streak. Click a widget's header to open the same data in [Reports](https://workstation.repzo.com/docs/analytics/reports), with the dashboard's date range, comparison, and currency already applied. From there you can change the grouping, add filters, or save it as a report. ## Customize the dashboard Click **Customize** to edit the layout. A widget library opens beside the grid: - Add a widget by clicking it in the library or dragging it onto the grid. Search for a widget or browse by category: Overview, Sales, Contacts, Customers, Activities, Support, and Team. - Drag a widget by its handle to move it, and drag its edge to resize it. - Click a widget's title to rename it. - Remove a widget with its close button. Click **Done** when you are finished. Changes save as you make them. **Reset to default** (shown while customizing) removes your changes and restores the default layout. ### Default widgets A new dashboard includes: | Widget | Shows | |---|---| | Contacts | Total contacts | | Active deals | Open deals in your pipelines | | Revenue won | Revenue from won deals | | Contacts in lifecycle | Contacts assigned to a lifecycle stage | | Revenue over time | Won-deal revenue trend | | Deals breakdown | Key deal metrics at a glance | | Contacts over time | New contacts over time | | Deals by stage | Deals in each pipeline stage | | Contacts by source | Where contacts come from | | Top owners by deal value | Sales reps ranked by deal value | | Activities by type | Activity volume per type | The library also has widgets for pipeline value, weighted pipeline, average deal size, deals won, new accounts, top accounts, deals by owner, contacts by rating, tickets by priority, and inbox performance (open conversations, first response time, conversations by channel, replies over time, and assignee performance). ### Sales template Choose **Start from a template → Sales** for a sales manager's view. Deal amounts are monthly recurring revenue (MRR), so ARR is MRR × 12. - **Twelve cards in three rows:** - revenue: New MRR, New ARR, won deals, average deal size - pipeline: pipeline value, weighted pipeline, win rate, average sales cycle - contacts: new contacts, qualified contacts, contact → customer, overdue follow-ups - **Revenue trend:** New MRR by month as bars and won deals as a line over the last 12 months, against the year before. - **Win rate by month**, the **sales funnel**, and **goal vs target** for a KPI goal you choose. - **Top salespeople:** the five with the most New MRR, and everyone else as Other. - **Revenue by lead source:** a treemap by the lead source of each deal's contact. - **Salesperson performance** and **contacts requiring attention**. - **Pipeline by stage and owner:** a heatmap of every open deal today. - **Repeat deals by account:** a cohort grid of accounts that came back with another deal. The template adds these only when your workspace has the records for them: - **Live subscription MRR** and **ended subscriptions**, if you have subscriptions - **Customer health (RFM)**, if you have invoices or orders (see [RFM grid](https://workstation.repzo.com/docs/analytics/repzoql/visualize#rfm-grid)) Most widgets follow the dashboard's date range. The 12-month trends, the cohort grid, the pipeline heatmap, live MRR, and RFM use their own period, which is part of their [query](https://workstation.repzo.com/docs/analytics/report-queries). Clicking one of these opens its query in Reports. Picking a template replaces the widgets on that dashboard. Dashboards built from an earlier version of the template don't change. ### Add a report to the dashboard Any report can become a widget. In [Reports](https://workstation.repzo.com/docs/analytics/reports), open or build a report and click **Add to dashboard**. Choose whether to add it as a **Chart**, a **Table**, or **Chart + Table**. ## Permissions The Dashboard needs `dashboard.view`, which every role has. Workspaces that include [Pulse](https://workstation.repzo.com/docs/analytics/pulse) open on Pulse after sign-in; others open on the Dashboard. ## Related pages - [Reports](https://workstation.repzo.com/docs/analytics/reports) - [Radar](https://workstation.repzo.com/docs/analytics/radar) - [KPI Dashboard](https://workstation.repzo.com/docs/performance/kpi-dashboard) - [Departments](https://workstation.repzo.com/docs/administration/departments) for data visibility --- # Radar > Monitor CRM risks and act on evidence-backed findings. Radar watches your records for problems that need attention, such as a deal stuck in a stage or a ticket about to breach its SLA. Instead of searching reports for every risk, Radar checks records on a schedule and creates a **finding** with its evidence, severity, and history. ## Work with findings Open **Analytics → Radar** to see findings in three tabs: **Open**, **Snoozed**, and **Resolved**. Filter by severity (Critical, High, Medium, Low, Info) or by record type (deals, tickets, projects, orders, and conversations). Findings come from two kinds of detectors: - **Built-in detectors**: [Stage Health](https://workstation.repzo.com/docs/sales/pipelines#stage-health) (records that stall in a pipeline stage), Ticket SLA, and Inbox SLA. - **Monitors** you create (see below). Open a finding to see: - the affected record and the detector that found it; - when it was first and most recently detected; - a summary and the evidence behind it; - risk, impact, urgency, priority, and confidence, when scoring is available; - the full history of what happened to it. On an active finding you can **Acknowledge**, **Snooze**, **Resolve**, or **Dismiss** it. Snooze when the issue is real but should come back later; resolve when the problem has been handled; dismiss when it should not be acted on. Click **Ask Fox** to discuss the finding with Fox next to the evidence. Deal, ticket, order, and listing records also show a **Radar Findings** card, so you can see open findings without leaving the record. ## Monitors Click **Monitors** on the Radar page to manage your own detectors. Click **New monitor** and start from a template, or build one from scratch for contacts, accounts, deals, tickets, invoices, or inbox conversations. A monitor defines: | Section | What you set | |---|---| | **Conditions** | Which records to check, using native or custom-property conditions | | **Signals** | Risk signals and scoring, such as days since last activity, days in current stage, close date changes, or upcoming activities (where the record type supports them) | | **Schedule** | Hourly, daily, or weekly, with a time and weekday where relevant | | **Delivery** | **Inbox only** (findings stay in Radar) or **Notify immediately**, a minimum severity, and a cooldown in hours | | **Who gets told** | The record owner, optionally with admins as a fallback when nobody owns the record | Turn on **Open a Fox conversation with each recipient** to have Fox start an evidence-backed chat when a finding passes the minimum severity. **Preview** tests your unsaved changes against real records without creating findings. **Run now** evaluates the monitor right away, and **Runs** lists recent evaluations and the findings each one changed. ### Monitor status | Status | Behavior | |---|---| | **Draft** | Being set up; does not run | | **Shadow** | Runs and records results, but does not notify anyone | | **Live** | Runs, creates findings, and delivers them | | **Paused** | Stopped until you resume it | | **Archived** | Retired | Use shadow mode to check that a new monitor finds the right records before you go live. ## Permissions | Permission | Allows | |---|---| | `radar.view` | Open Radar and see findings | | `radar.resolve` | Acknowledge, snooze, resolve, and dismiss findings | | `radar.manage` | Create, edit, run, and change the status of monitors | Radar is included with Pro seats; see [Plans & Add-ons](https://workstation.repzo.com/docs/commerce/plans-and-add-ons). ## Related pages - [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) - [Reports](https://workstation.repzo.com/docs/analytics/reports) - [Pipelines](https://workstation.repzo.com/docs/sales/pipelines) - [Tickets](https://workstation.repzo.com/docs/operations/tickets) - [Properties](https://workstation.repzo.com/docs/administration/properties) --- # Reports > Build, save, share, and export reports across CRM, operations, and commerce data. Reports turn your records into numbers, charts, and tables. Pick what to count (metrics), how to group it (dimensions), and how to show it, then save the result so you and your team can come back to it. Open **Analytics → Reports** to see the report library. Click **New report** to build one from scratch. ## The report library The library lists every report you can open: - **Workstation** reports, a ready-made set covering revenue, pipeline, contacts, accounts, activities, team performance, tickets, projects, appointments, requests, and website traffic. - Reports you created. - Reports colleagues shared with you. - Reports saved from a module's **Reports** tab, such as Invoices and Payments (see [Module reports](#module-reports)). The list shows each report's name, category, when you last viewed it, and who created it. Search by name, or filter by **Category** and **Created by**. Pin a report to keep it at the top of your list; pins are personal. ## Build a report A new report opens the report builder. Its right-hand panel has two tabs: **Freeform**, where you pick fields, and **Query**, where you write the report as a short query (see [Report queries](https://workstation.repzo.com/docs/analytics/report-queries)). Switching tabs keeps the report: the builder turns into a query and back. The **Freeform** tab has four parts: | Part | What it does | |---|---| | **Metrics** | What to measure, such as Deals, Revenue (Won Deals), Average Deal Value, or Completed Activities | | **Dimensions** | How to group the numbers, such as stage, owner, source, or created date | | **Visualization** | How to show the result. A recommended option is suggested based on your data. | | **Filters** | Which records to include | Start by adding a metric. Metrics and dimensions are grouped by object: Deals, Accounts, Contacts, Activities, Price Offers, Invoices, Tickets, Projects, Milestones, Jobs, Appointments, Requests, Orders, Carts, Line Items, Products, Product Variants, Subscriptions, Listings, Campaigns, Articles, Forms, Suppliers, Inbox Conversations, Inbox Messages, Agent Runs, Goals, and Widget Analytics. Every object's data visibility applies. Reports on orders, carts, line items, products, product variants, suppliers, subscriptions, listings, campaigns, articles, forms, and goals also need that object's view permission and a plan that includes its module; see [Objects](https://workstation.repzo.com/docs/analytics/repzoql/objects). Custom properties from [Properties](https://workstation.repzo.com/docs/administration/properties) show up as dimensions and filters next to the native fields. Some dimensions come from a related record, for example a deal's account name. Filters in the builder apply to the report's main object, which is the object of the first metric. To filter or group by a related record, such as a deal's account industry or a contact's lead source, write it as a [query](https://workstation.repzo.com/docs/analytics/report-queries#related-records), or filter by a [segment](https://workstation.repzo.com/docs/marketing/segments). ### Ask Fox Instead of picking fields by hand, describe the report in the box above the chart. For example: "top 5 won deals by owner this quarter". Once a report is open, use the same box to refine it, such as "group by month" or "only deals over $10k". Fox writes a [report query](https://workstation.repzo.com/docs/analytics/report-queries), and shows it above the chart, so you can see exactly what it built and change it. ### Visualizations | Type | Best for | |---|---| | **Display metric** | One number, with its change against a comparison period | | **Gauge** | One number against a target, either a fixed number or another metric | | **Line** and **Area chart** | Trends over time | | **Vertical** and **horizontal bars** | Comparing groups, in simple, stacked, or grouped form | | **Donut** and **Pie chart** | Share of a total | | **Funnel** | Movement through stages | | **Bar and line** | One metric as bars and another as a line | | **Breakdown bar**, **Treemap** | Share of a total | | **Waterfall** | How each period adds up to the total | | **Heatmap**, **Calendar heatmap** | Patterns across two groupings, or across days | | **Scatter plot**, **Bubble chart**, **Radar** | Several numbers per group | | **Histogram** | How values are spread | | **Display table**, **List by metric**, **List by dimension** | Exact values | Cohort grids and retention curves come from [cohort queries](https://workstation.repzo.com/docs/analytics/repzoql/cohort). For charts over time, **Running total** adds each period to the ones before it. Charts also show a data table below them; with a comparison, each value shows the comparison value and the change under it. Use **Items shown** to limit how many groups the chart draws; the table still shows every row. ### Date range, comparison, and currency The toolbar above the chart controls the time period: - **Date range**: a preset or custom range. For objects with more than one date, choose which date the range uses, for example a deal's create date, close date, or won date. - **Comparison**: the previous period, the previous year, the previous year matched by day of week, or a custom range. - **Currency**: the currency used for money values. When you group by a date, choose the grouping: day, week, month, quarter, or year. ## Save and share Click **Save** and give the report a name, an optional description, and a category. After you change a saved report, the toolbar shows **Unsaved**; click **Save** to keep the changes, **Discard** to undo them, or **Save as new** to keep the original. Workstation reports and reports shared with you can't be changed directly. Use **Save as new** to make your own copy. Click **Share** on a report you own to choose who can open it: | Access | Who can open it | |---|---| | **Only me** | Just you | | **Selected users** | The people you pick | | **Everyone in the organization** | All members with Reports access | Only you can edit the original. People you share with still need Reports access, and they only see records their own [data visibility](https://workstation.repzo.com/docs/administration/departments) allows. Use **Copy link** to send a direct link. ## Use a report elsewhere - **Add to dashboard** adds the report to your [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) as a **Chart**, a **Table**, or **Chart + Table**. - **Export** downloads the result as **CSV** or **XLSX (Excel)**. A report returns up to 1,000 rows. Narrow the date range or add filters if you need more detail. ## Module reports Some modules have their own **Reports** tab next to **Records** in the module header. Today these are [Invoices](https://workstation.repzo.com/docs/commerce/invoices) and [Payments](https://workstation.repzo.com/docs/commerce/payments). A module report uses the same filters and columns as the module's list, so its totals match what you see there. On a module's Reports tab you can: - Start from a template, such as **Invoice overview**, **By account**, **Outstanding invoices**, **Payment overview**, or **By payment method**. - Filter, choose columns, and **Group by** a field to get one summary row per group. - Show **Summary cards** and a **Chart**. Pick the chart measure and what to group it by. Date charts can show days, weeks, or months. - Click a bar or a group to see the records behind it. - **Export** the records or the summary. - **Save report** to add it to the report library. Opening it from the library takes you back to the module's Reports tab. From the Invoices list you can also click **Create report from view** to turn your current filters into a report. Module reports need both the module's view permission and Reports access. ## Other reports - [KPI Reports](https://workstation.repzo.com/docs/performance/kpi-reports) track goal and KPI performance. - [Accounting reports](https://workstation.repzo.com/docs/commerce/accounting/reports) cover the ledger, trial balance, and financial statements. Accounting data is not part of this module. - [Point of Sale](https://workstation.repzo.com/docs/pos) has its own sales reports. ## Permissions Reports need `reports.view`. Report data always follows each person's [data visibility](https://workstation.repzo.com/docs/administration/departments), so two people opening the same report may see different totals. ## Related pages - [Report queries](https://workstation.repzo.com/docs/analytics/report-queries) - [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) - [Radar](https://workstation.repzo.com/docs/analytics/radar) - [Properties](https://workstation.repzo.com/docs/administration/properties) - [Pipelines](https://workstation.repzo.com/docs/sales/pipelines) --- # Report queries > Write reports as short queries in RepzoQL: getting started, running queries, related records, and the full reference. A report query describes a report in a few lines of text. The language is called **RepzoQL**. It's another way to build the same reports as the [report builder](https://workstation.repzo.com/docs/analytics/reports): every query fills the builder, and every builder report can be shown as a query. If you have used ShopifyQL or SQL, it will feel familiar. ```sql FROM deals SHOW count, won_value GROUP BY owner WHERE stage = "Proposal" OR stage = "Negotiation" DURING this_quarter COMPARE TO previous_quarter ``` ## Getting started Each step answers a question by adding one clause to the query before it. **How many deals do we have?** Start with the object and what to count. See [FROM and SHOW](https://workstation.repzo.com/docs/analytics/repzoql/from-and-show). ```sql FROM deals SHOW count ``` **How much did we win this quarter?** Add a metric and a period. See [SINCE, UNTIL, DURING](https://workstation.repzo.com/docs/analytics/repzoql/since-until-during). ```sql FROM deals SHOW count, won_value DURING this_quarter ON won_at ``` **Who won it?** Split the numbers by a field. See [GROUP BY](https://workstation.repzo.com/docs/analytics/repzoql/group-by). ```sql FROM deals SHOW count, won_value GROUP BY owner DURING this_quarter ON won_at ``` **Only deals from the website?** Filter the records. See [WHERE](https://workstation.repzo.com/docs/analytics/repzoql/where). ```sql FROM deals SHOW count, won_value GROUP BY owner WHERE contacts.source = "Website" DURING this_quarter ON won_at ``` **Better or worse than last quarter?** Compare periods and sort. See [COMPARE TO](https://workstation.repzo.com/docs/analytics/repzoql/compare-to) and [ORDER BY](https://workstation.repzo.com/docs/analytics/repzoql/order-by-and-limit). ```sql FROM deals SHOW count, won_value GROUP BY owner WHERE contacts.source = "Website" DURING this_quarter ON won_at COMPARE TO previous_quarter ORDER BY won_value DESC ``` ## Running queries ### In the report page Open **Analytics → Reports** and start or open a **Freeform** report. The query sits above the chart; while the report is empty it's just the Ask Fox box, and the arrow (or **⌘ E**) opens the editor. It updates as you change the builder on the right, and the builder follows the query when you run it with **⌘ Enter**. **Controls** at the top hides the right-hand panel to give the chart the full width. The editor helps as you type: - Suggestions open on a new line, after a space, and after you pick one, with a short description under each. The selected one shows faded after the cursor; **Tab** or **Enter** takes it. - Mistakes are underlined, with a fix such as "Did you mean `count`?". - The book icon lists the metrics and fields of each object; click a name to add it. - The **?** icon opens this documentation. **Cohorts** is the report page's second mode, for retention reports without writing a query. See [COHORT](https://workstation.repzo.com/docs/analytics/repzoql/cohort#in-the-report-builder). ### Ask Fox Describe a report in the box under the query, such as "average won deal by owner, only owners with at least 3 deals". Fox writes the query, explains what it built in one sentence, and runs it. Ask again to change it, for example "split it by month" or "compare with last year". Fox in the side panel answers number questions the same way, with your own permissions and data visibility. ### Saving, sharing, and links A report written as a query is saved with its query. When it's opened, the query runs again, so `me` means the person viewing it and `-30d` means the last 30 days from today. The same is true for dashboard widgets added from the report: on a shared dashboard each person sees their own numbers. The address of a report keeps its query (`?q=`), so you can send the link to a colleague. ### Using queries from the API Integrations can run a query with `POST /api/v1/reports/query` and the `reports:read` scope. See [Developer API](https://workstation.repzo.com/docs/configuration/developer-api) for keys and scopes. ```json { "query": "FROM deals SHOW count, won_value GROUP BY owner DURING this_quarter WITH TOTALS" } ``` The response has the compiled report, its rows, the comparison rows when the query compares periods, and the totals. A mistake returns a validation error with its line, column, and suggestions. Queries also build saved reports and dashboard widgets (`reports:write`): | Call | Body | |---|---| | `POST /api/v1/reports` | `{ "name": "Won by owner", "query": "FROM deals SHOW won_value GROUP BY owner" }` | | `POST /api/v1/dashboards` | `{ "name": "Sales", "template": "sales" }` (or `blank`, `default`) | | `POST /api/v1/dashboards/{id}/widgets` | `{ "title": "Revenue trend", "query": "FROM deals SHOW won_value TIMESERIES month DURING last_12_months", "ownPeriod": true }` | A widget follows the dashboard's date range unless `ownPeriod` is set, in which case it uses the query's own `DURING` and `COMPARE TO`. `GET /api/v1/dashboards/{id}` lists each widget with its query, so you can run it with `POST /api/v1/reports/query`. The [Repzo CLI](https://workstation.repzo.com/docs/configuration/developer-api) has the same commands. ## Related records Reports can mix objects that are linked to each other. Write the related object's name and a dot: ```sql -- Deals by their account's industry, for contacts from the website FROM deals SHOW count, value GROUP BY accounts.industry WHERE contacts.source = "Website" ``` ```sql -- Contacts with their deals and orders side by side FROM contacts SHOW count, deals.count, deals.won_value, orders.total GROUP BY source ``` A related object follows every link between the two records. To follow one specific reference, use its field name instead, for example `GROUP BY decision_maker.title` on deals. Deals, contacts, accounts, activities, price offers, invoices, tickets, projects, appointments, requests, orders, carts, subscriptions, listings, and campaigns can be combined. Products, product variants, line items, articles, forms, and suppliers are reported on their own. Each object keeps its own permissions and [data visibility](https://workstation.repzo.com/docs/administration/departments). See [Objects](https://workstation.repzo.com/docs/analytics/repzoql/objects). ## Parts of a query | Clause | What it does | |---|---| | [FROM and SHOW](https://workstation.repzo.com/docs/analytics/repzoql/from-and-show) | The object, and the numbers to show | | [WHERE](https://workstation.repzo.com/docs/analytics/repzoql/where) | Only count matching records | | [GROUP BY](https://workstation.repzo.com/docs/analytics/repzoql/group-by) | Split the numbers by fields | | [TIMESERIES](https://workstation.repzo.com/docs/analytics/repzoql/timeseries) | Split by time, with no gaps | | [SINCE, UNTIL, DURING](https://workstation.repzo.com/docs/analytics/repzoql/since-until-during) | The period, and which date it uses | | [COMPARE TO](https://workstation.repzo.com/docs/analytics/repzoql/compare-to) | A second period to compare with | | [WITH](https://workstation.repzo.com/docs/analytics/repzoql/with) | Totals, percent change, running totals, currency, time zone | | [HAVING](https://workstation.repzo.com/docs/analytics/repzoql/having) | Keep only groups whose numbers match | | [ORDER BY and LIMIT](https://workstation.repzo.com/docs/analytics/repzoql/order-by-and-limit) | Sort and page the rows | | [COHORT](https://workstation.repzo.com/docs/analytics/repzoql/cohort) | Follow people from their first record | | [VISUALIZE](https://workstation.repzo.com/docs/analytics/repzoql/visualize) | Pick the chart | The [syntax overview](https://workstation.repzo.com/docs/analytics/repzoql/syntax) covers names, values, comments, and errors; [Functions](https://workstation.repzo.com/docs/analytics/repzoql/functions) covers `sum()`, math, and date functions. ## Related pages - [Reports](https://workstation.repzo.com/docs/analytics/reports) - [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard) - [Properties](https://workstation.repzo.com/docs/administration/properties) - [Developer API](https://workstation.repzo.com/docs/configuration/developer-api) --- # Syntax overview > How a RepzoQL query is put together: clauses, names, values, comments, and errors. A RepzoQL query is a few lines of text, one clause per line. It starts with `FROM` and the object to report on; the other clauses can come in any order, and each is used once. ```sql FROM deals SHOW count, won_value GROUP BY owner WHERE stage != "Lost" DURING this_quarter COMPARE TO previous_quarter ORDER BY won_value DESC LIMIT 10 VISUALIZE won_value TYPE horizontal_bar ``` ## Clauses | Clause | What it does | Reference | |---|---|---| | `FROM` | The object to report on | [FROM and SHOW](https://workstation.repzo.com/docs/analytics/repzoql/from-and-show) | | `SHOW` | The numbers to show | [FROM and SHOW](https://workstation.repzo.com/docs/analytics/repzoql/from-and-show) | | `WHERE` | Only count matching records | [WHERE](https://workstation.repzo.com/docs/analytics/repzoql/where) | | `GROUP BY` | Split the numbers by fields | [GROUP BY](https://workstation.repzo.com/docs/analytics/repzoql/group-by) | | `TIMESERIES` | Split by time, with no gaps | [TIMESERIES](https://workstation.repzo.com/docs/analytics/repzoql/timeseries) | | `SINCE`, `UNTIL`, `DURING`, `ON` | The period and the date it uses | [SINCE, UNTIL, DURING](https://workstation.repzo.com/docs/analytics/repzoql/since-until-during) | | `COMPARE TO` | A second period to compare with | [COMPARE TO](https://workstation.repzo.com/docs/analytics/repzoql/compare-to) | | `WITH` | Totals, percent change, running totals, currency, time zone | [WITH](https://workstation.repzo.com/docs/analytics/repzoql/with) | | `HAVING` | Keep only groups whose numbers match | [HAVING](https://workstation.repzo.com/docs/analytics/repzoql/having) | | `ORDER BY`, `LIMIT`, `OFFSET` | Sort and page the rows | [ORDER BY and LIMIT](https://workstation.repzo.com/docs/analytics/repzoql/order-by-and-limit) | | `COHORT` | Follow people from their first record | [COHORT](https://workstation.repzo.com/docs/analytics/repzoql/cohort) | | `VISUALIZE` | Pick the chart | [VISUALIZE](https://workstation.repzo.com/docs/analytics/repzoql/visualize) | ## Names Objects, metrics, and fields are written by name. Names come from each object's catalog and from [Properties](https://workstation.repzo.com/docs/administration/properties), so custom properties work too. - A field is written as its name: `stage`, `owner`, `close_date`. - A custom property can be written as its label in snake case (`customer_tier`) or in double quotes (`"Customer tier"`). - A related object's metric or field takes the object name and a dot: `deals.won_value`, `accounts.industry`. See [Related records](https://workstation.repzo.com/docs/analytics/report-queries#related-records). The [Objects](https://workstation.repzo.com/docs/analytics/repzoql/objects) page lists every object. The editor's book icon lists each object's metrics and fields. ## Values | Kind | Examples | |---|---| | Text and options | `"Won"`, `"Website"`, `"Sam Seller"` (always in double quotes) | | Numbers | `1000`, `12.5` | | Dates | `2026-01-31`, `-30d`, `startOfMonth(-1m)`, `last_month` | | Yes / no | `IS TRUE`, `IS FALSE` | | The viewer | `me`, as in `owner = me` | Option values use the option's name. A stage name used by several pipelines matches all of them; write `"Won (Sales)"` to pick one. ## Keywords and comments Keywords can be upper or lower case. Line comments start with `--`; block comments go between `/*` and `*/`. ```sql FROM deals -- every deal /* won value by owner, this quarter only */ SHOW won_value GROUP BY owner DURING this_quarter ``` ## Errors The editor checks the query as you type. A mistake is underlined, the card shows the line and a short explanation, and close matches are offered as fixes: "Did you mean `count`?". The same message, with its line and column, comes back from the [API](https://workstation.repzo.com/docs/analytics/report-queries#using-queries-from-the-api). ## Related pages - [Report queries](https://workstation.repzo.com/docs/analytics/report-queries): getting started - [Functions](https://workstation.repzo.com/docs/analytics/repzoql/functions) - [Objects](https://workstation.repzo.com/docs/analytics/repzoql/objects) --- # FROM and SHOW > Choose the object to report on and the numbers to show: metrics, related metrics, math, and functions. Every query starts with `FROM` and the object to report on, followed by `SHOW` and the numbers you want. ```sql FROM deals SHOW count, value, won_value ``` ## FROM ```sql FROM