Sales reports
Sales reports for lead management: see what really brings buyers
SalesCord's ready-made sales reports turn your lead management data into clear answers. See how fast your team replies, which sources and campaigns bring buyers, and where enquiries drop out, for any date range.
- 9 ready-made reports
- Compare with previous period
- CSV, print and PDF
In the app: Reports → Overview · Customer enquiries · Ad campaigns · Team activity
What you can do
Reports, feature by feature.
Highlights first
Every report opens with Highlights: the biggest gain, what needs attention, and your top source, campaign and salesperson.
Reply speed (Customer enquiries)
Track the median time to first contact and the % of leads contacted within 1 hour, plus arrivals by hour and weekday.
Where customers come from
Find your biggest source and your best-converting source, with results by platform, form and tag.
Ad campaigns report
Leads, conversions, revenue and conversion rate by campaign, ad set and ad.
Team activity
For each salesperson: leads owned, contacted, converted, revenue, first-contact speed, calls, notes and reminders.
Enquiries to sales
See the stages leads reach, why leads were closed, and every stage change.
Calls and Reminders reports
Calls logged, outcomes and calls per lead. Reminders created, completed, completed on time and overdue.
WhatsApp messaging (Admins)
Sent, delivered %, read %, received and failed for each WhatsApp campaign.
Save, download and print
Filter by owner, source, campaign, stage or form. Download CSV, print or save as PDF, and keep reports in the Saved reports library.
How it works
Up and running in a few steps.
- 01
Pick a report
Start with Overview, or open the report that answers your question.
- 02
Choose dates and filters
Pick any date range, compare with the previous period and filter by owner, source, campaign, stage or form.
- 03
Read the Highlights
See what improved and what needs attention, then go deeper with charts and sortable tables.
- 04
Save or share
Save the report, download CSV or print to PDF for your team meeting.
One loop, not five tools
Works with the rest of SalesCord.
Every module shares the same customer record, so each one hands the customer to the next.
Lead Management
Reports are built from the stages, calls and reminders your team records every day.
Learn moreAI Ads
Spend and cost per result live in Manage ads; the Ad campaigns report shows which campaigns turned into sales.
Learn moreConversion Tracking
The same stages and deal values that feed your reports also go back to Meta and Google.
Learn more
FAQ
Questions we often hear.
Good to know
- Revenue means the deal values your team enters when converting a customer.
- Ad spend, ROAS and cost per lead are not in Reports. Spend and cost per result are shown in Manage ads.
- Reports are viewed in the app. Scheduled or emailed CRM reports are not available.
- Salespeople see reports only for the customers they are allowed to see.
Can I see which campaign brings real customers?
Yes. Every Meta lead carries its campaign, ad set and ad, and the Ad campaigns report shows leads, conversions and revenue by campaign.
Can I see how fast my team replies?
Yes. The Overview shows the median time to first contact, and Customer enquiries shows the % of leads contacted within 1 hour.
Can I compare salespeople?
Yes. Team activity shows each salesperson's leads, contacts, conversions, revenue, first-contact speed, calls, notes and reminders.
Can I export reports?
Yes. Download any report as CSV, print it or save it as a PDF, and keep useful views in Saved reports.
Does it show ad spend or ROAS?
No. Reports use your CRM data. Spend, cost per result, CTR and CPC are shown in Manage ads under Run ads.
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