Reporting

Every number in one report - and every number drills down

The Sales & Marketing Performance workspace brings revenue, pipeline, quotes, SMS campaigns, calls, acquisition and attribution into one honest view - in your time zone, on the Jalali or Gregorian calendar, exportable to CSV or Excel.

One performance report

Revenue, pipeline and quotes together - with the numbers kept honest.

  • Booked, invoiced, collected and outstanding shown as four distinct amounts - never blended into one figure
  • Open pipeline value, won and lost, and quote-to-sale conversion
  • Choose daily, weekly, monthly or yearly periods
  • Filter by salesperson, campaign, channel, product, category, pipeline, stage, lead source and customer type

SMS campaign reporting

Delivery you can trust, based on the provider's own reports.

  • Sent, delivered, failed and pending - delivery reflects provider delivery reports, not just what you submitted
  • Delivery rate, message segments and sending cost
  • Breakdowns by provider and by campaign
  • Missing cost is shown as missing, never invented

Call-center reporting

Answered is not the same as successful - so we show both.

  • Inbound and outbound volumes, answer rate and missed calls
  • Outbound success by the basis you choose (answered, minimum talk time, or disposition)
  • Volumes by extension and by user
  • Calls on an unmapped extension are surfaced, never guessed

Salesperson performance

Leaderboards that respect sample size.

  • Rank by won value and by conversion rate
  • A minimum-volume threshold keeps tiny samples from topping the board
  • Sample size shown next to every ranking
  • A top performer appears only when someone actually qualifies

Campaign attribution - described honestly

Evidence, clearly labelled - never correlation dressed up as cause.

  • Direct, indirect-influence, source-attributed, same-period-correlation and unattributed, each counted separately
  • Same-period activity is labelled correlation, never presented as campaign-caused
  • Every classification carries a plain-language definition
  • No invented return-on-investment where the evidence isn't there

Build the report you were about to ask for

A report builder for the questions nobody shipped an answer to.

  • Pick a source - customers, deals, invoices, tickets, orders and more
  • Choose columns, filters, grouping and sort, and see the result as you build
  • Your own custom fields are available as columns and filters, like any other
  • Save it, name it, and run it again whenever you need it
  • What a report may read is bounded by what you may read - never more

Dashboards you assemble yourself

Put the numbers your team opens every morning on one screen.

  • Drag widgets onto a grid and size them how you want
  • Point a widget at a saved report, a KPI or a chart
  • More than one dashboard - one per team, or one per question
  • Right-to-left correct, in Persian, Arabic and English, light and dark

Data quality and exports

Know what to trust - and take it with you.

  • Built-in warnings flag missing amounts, mismatches and duplicates, with the affected records
  • Every KPI, table and chart drills down to the underlying records
  • Export any report or drill-down to CSV or Excel
  • Persian-first, right-to-left and left-to-right, with dark mode

Frequently asked questions

Which calendar and time zone does the report use?

Both the Jalali and Gregorian calendars are supported, and every figure is computed in your chosen time zone with correct daylight-saving handling.

Can I trust that the numbers aren't inflated?

Yes. Distinct money concepts are never added together, correlation is never labelled as attribution, empty results are shown as empty rather than as zero, and every number links to the records behind it.

Can I export reports for a management meeting?

Any report summary or drill-down can be exported to CSV or Excel with a single click.

Where to go next

The modules teams usually reach for alongside this one, and the industries that lean on it hardest.

This capability, in your industry

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Sales & Marketing Performance Reporting · Cliento Pro