Reports overview and how the numbers are counted

The reports

• Reports › Performance (Team performance): registered, held, walk-ins, follow-ups logged, client visits, partner meetings, due and overdue follow-ups, qualified, dumped and booked per person. See Team performance and the Response breakdown.
• Response breakdown, a tab on the same page: clients by the last response logged on them, per person and team, with drill-down to the client list.
• Reports › Marketing analysis (also Marketing › Marketing reports): leads, qualified, visits, bookings, cost and response time per campaign and source. See Marketing analysis.
• Sales and revenue figures: the dashboard cards and the booking and finance pages. See Sales and revenue figures.
• Channel partner firms see their own Reports section instead: Revenue, Brokerage and Performance, plus Bills pending and Sub-broker bills for admins, CRM and accounts. A firm’s Performance page has no partner columns or partner cards.

Who sees what

• Admins and executives see the whole company. A manager sees themselves and everyone who reports up to them. A sales executive sees only their own figures; the Performance page says which at the top (“everyone in the company”, “you and everyone reporting up to you” or “your own work”).
• Only active team members get a row. Someone who has left but still holds clients appears in the Response breakdown with an inactive tag.
• Reports never show phone numbers or emails; open the client from a drill-down list if you need to contact them.

How a lead becomes a number

• Leads / Registered: an enquiry counts on the day it was created, credited to the person who created it. A repeat enquiry from a phone number that already has an open enquiry is not a new lead; it is added to the existing one as a remark.
• Holding: enquiries currently assigned to the person, whatever their age.
• Qualified: the enquiry’s current stage is Qualified, Visit scheduled, Visit done or Negotiation. Booked: Booked or Closed. Dumped / Lost: Dumped. These look at the stage now, not the stage in the period.
• Follow-ups logged: every activity recorded in the period (calls, WhatsApp, meetings, visits).
• Client visits: site visits in the period, one per client per day, credited to whoever holds the client now. A visit is either a logged Site Visit activity or a response whose sub-response contains “visit done”.
• Partner meetings: channel partner visits where the person is recorded as the one met. Builders only, like Via partner.
• Due today / Overdue / Completed: open follow-ups due today, open follow-ups past their time, and follow-ups completed in the period.

Response time

Avg response (“first rep action”) is the time from the enquiry being created to the assigned rep’s first own action on it: the first activity they log, or a site-visit check-in they make themselves. A visit logged by the front desk does not count. The time is set once and never moves, so re-assigning a lead later does not reset it. The average covers only leads that have had a response; untouched leads are left out, which is why the Untracked and New counts matter alongside it.

Which “today” a report uses

Your company has a time zone under Settings › Company settings › Company (India Standard Time unless you change it). The phone app’s Team › Today screen, the dashboard’s “today” counts, front-desk pages, site visits and follow-up reminders all use that company day.

The report pages are simpler: Last 7 / 30 / 90 days on Team performance and Marketing analysis are rolling windows ending now (7 × 24 hours back from the moment you open the page). The Response breakdown’s period starts at midnight in your browser’s own time zone. Team performance’s Due today and Overdue columns use the server’s day, which runs on UTC; between midnight and 05:30 IST they can still show the previous day.

Exporting

Report pages have no download button. See Getting report data out for what can be exported today.