If You Can't See It Daily,
You Can't Fix It Fast Enough.
Most ops teams wait for weekly reports that are already stale by the time they arrive. We build daily reporting dashboards that surface contact rate, CPA, agent performance, and pipeline velocity — so problems get caught and corrected in hours, not at the end of the week.
3x Daily
Reporting Cadence We Build To
Since 2012
Building Revenue Operations
100+
Active Clients
48hr
Setup to Launch
Dashboards That Show Revenue — Not Activity
Default CRM and dialer reports show dials and talk time. We build dashboards that show what’s making money and what’s leaking it.
Daily Performance Dashboards
A weekly report on a Monday tells you what went wrong last Tuesday. Too late to fix it.
We build mid-day snapshots, end-of-day rollups, and weekly trend summaries — so your ops team has visibility at every stage of the day. Performance gaps get identified while there’s still time to adjust agent behavior, swap lists, or change pacing before the day closes.
Contact Rate & Outbound Metrics
If your contact rate report is a single number, you can’t see where the problem is.
We build dashboards that break contact rate down by list segment, agent, calling window, and lead source — so you can see exactly which combination is underperforming. Dials, connects, contact rate, transfer set rate, show rate, and disposition breakdown — all segmented and visible in real time.
Agent Performance Reporting
Individual agent dashboards covering logged-in hours, dials, contacts, talk time, transfer set rate, and show rate — compared against team benchmarks. Underperforming agents are visible by name before a manager has to pull a manual report. Coaching conversations start with data, not intuition.
CPA & Pipeline Velocity
If you don’t know your cost per acquired customer by lead source, you’re allocating budget blind.
We build full-funnel cost tracking — cost per lead, cost per qualified lead, cost per transfer, and cost per closed deal — broken down by lead source, vertical, and campaign. Pipeline velocity shows how fast deals move through each stage so bottlenecks are visible before they compound into missed revenue.
CRM & Dialer Integration
Reporting that requires manual exports isn’t reporting — it’s a spreadsheet problem.
We connect your dashboards directly to your CRM and dialer — HubSpot, GoHighLevel, Salesforce, Five9 — so data flows automatically. No manual exports. No copy-pasting between platforms. Your dashboards reflect the live state of your operation at any point in the day.
Weekly Trend Summaries
Daily data tells you what happened. Weekly trends tell you where you’re heading.
Weekly trend summaries cover performance trajectory across contact rate, CPA, transfer volume, show rate, and agent productivity — with ramp recommendations for the following week. Leadership gets a clear picture of whether the operation is improving, plateauing, or declining — and what to do about it.
What does your current reporting actually show you?
If you can’t see contact rate by list segment, agent performance by name, and cost per acquired customer in under 30 seconds — your dashboards aren’t built right. We audit your current reporting setup and show you exactly what’s missing.
HubSpot · GoHighLevel · Salesforce · Five9 · Any CRM or dialer