Overview AI Insights
Reports
Real-time dashboards and scheduled reports across sales, marketing, service and finance. No per-report upcharges.
Scheduled
10
+3 this month
Dashboards
5
Recipients
53
Avg Run Time
1.2s
| Report | Category | Schedule | Format | Recipients | Last Run | |
|---|---|---|---|---|---|---|
Weekly Pipeline Review | Sales | Every Monday | 8 | 2026-04-19 | ||
Marketing Attribution (30d) | Marketing | Daily | Dashboard | 4 | 2026-04-18 | |
Service CSAT & SLA | Service | Daily | 6 | 2026-04-19 | ||
MRR / ARR Snapshot | Finance | Daily | Dashboard | 3 | 2026-04-19 | |
Monthly Board Report | Executive | Monthly | 12 | 2026-04-01 | ||
Rep Performance — Quota Attainment | Sales | Weekly | 5 | 2026-04-19 | ||
Campaign ROI by Channel | Marketing | Weekly | CSV | 4 | 2026-04-19 | |
Churn Cohort Analysis | Finance | Monthly | Dashboard | 4 | 2026-04-15 | |
Agency Sub-account MRR | Finance | Daily | Dashboard | 2 | 2026-04-19 | |
AI Agent Cost & Accuracy | Executive | Daily | Dashboard | 5 | 2026-04-19 |