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Overview

Tips & Best Practices
Navigasi Reports

Reports translate Cognivo activity into metrics, trends, and detailed breakdowns for operational review. Managers and agents can use them to understand lead health, conversion, revenue, win-loss outcomes, and sales performance.

Available report areas

  • Leads covers lead volume, status and aging, conversion rate, funnel performance, team performance, and lead scoring.
  • Sales covers revenue overview, growth trends, closed deals, win-loss analysis, loss reasons, and performance by representative or team.
  • Customer, Contact, Task, Activity, Performance, and Analytics report areas are marked as coming soon.

Choose the business question first, then open the relevant report. Set the date range and filters before reading KPI cards, charts, or tables. Compare like-for-like periods and keep filter criteria consistent when sharing a result. Use row details or interactive elements to investigate a metric, then export the filtered dataset when further analysis or distribution is required.

Interpreting the data

Reports reflect the quality and timing of operational updates. Missing owners, stale pipeline stages, inconsistent lead scores, or delayed status changes can distort results. Treat unusual metrics as a prompt to inspect the underlying records before drawing a conclusion.

Next steps

Use Reports navigation to find a view, then explore Leads Report or Sales Report. See Common report features for filters, exports, interactive mode, and row details.