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Reports
See what your team did: build live reports from your CRM, freeze a snapshot, and export to PDF or CSV.
Reports show whether Fondaro is working for you: who called, how fast new leads got an answer, and what closed. A report is a page of charts, each one a measure over a period you choose. The numbers are live every time you open it.
Find your reports
Open Reports in the icon bar. The sidebar lists All reports, Your reports and Shared with the agency. Open a report and the sidebar lists its widgets and its snapshots instead; go back up with Reports in the top bar.
Build a report
- Press New report.
- Press Add widget. It opens on Popular; pick an area on the left to see the rest, or search.
- Point at a measure to preview it, then click it or Add to report.
- Click a widget's gear to change its chart, what it groups by, its size, its filters or its own period.
- Drag widgets to reorder them, and click the title to rename the report.
Everything saves as you go. To start from a conversation instead, press New report › Build it with Ask Fondaro.
Choose the period and the people
- The period picker in the toolbar sets the period for every widget (last 7, 30 or 90 days, this or last month or quarter, year to date, or your own dates) and how it is grouped (by day, week, month or quarter).
- Owner (admins) picks whose work the report counts: everyone, some people, or a team. Team members always see their own work, even on a report an admin shared.
Filter a widget
Open a widget's gear and use Filters to count only leads with certain Tags, a Source or a Status. Filters trim what is counted; Group by splits it into series.
Share a report
In the toolbar, set Visibility to Private (you and admins) or Organization. An organization report is a template: each teammate who opens it sees their own numbers.
Freeze a snapshot
Press Freeze to keep today's numbers exactly as they are. Snapshots are listed under Snapshots in the report's sidebar and open read only. A snapshot keeps the people it was frozen with, so an admin's snapshot of the whole team shows the whole team to everyone who can open the report.
Snapshots last 180 days. Use Renew in a snapshot's menu to keep it longer, or Delete it.
Export a report
- Export › Print to PDF opens a clean, white print layout. Save it as PDF from your browser.
- Export › Download CSV downloads the whole report. A widget's download icon exports just that widget.
Delete a report
Deleting a report also deletes its snapshots, and asks first. Deleting a snapshot removes only that copy.
What you can measure
| Area | Measures |
|---|---|
| Leads | New leads over time, leads by status, source, language, market and tag, lead to potential rate, the status funnel, days in each status, Growth spend over time, time to first answer |
| Deals | Deals created, open pipeline by stage, win rate, won vs lost, revenue won, average deal size, days to close, lost reasons, time in stage, stalled deals, commission won over time |
| Tasks | Done over time, completion rate, not done, done vs not done |
| Calls | Calls over time, calls by outcome, answer rate, average duration, call cost, lead interest, top objections |
| Emails and messages | Emails sent over time, emails by status, messages by channel |
| Team (admins) | Rep leaderboard, activity by team member, time to first answer by team member |
Time to first answer is the middle time from a lead writing to the first call, email or message back. Emails count when you send them from Fondaro or, with your inbox connected, from your own Gmail or Outlook.
Admins also get Commission breakdown, Commission by agent and Commission due vs paid by agent. Team members do not see them.
On your phone
The iPhone app reads your reports under Account › Reports, with live numbers and your snapshots. Building, freezing and exporting stay in the dashboard.