Understand what the work produced
Reporting
Connect activity to appointments, opportunities, communication, and sources without rebuilding the story in a spreadsheet.
Give operators and leaders a shared view of movement, conversion, and follow-through.
- Appointment and show-rate visibility
- Source-to-opportunity conversion context
- Email and SMS performance reporting
Capability 01
Appointment outcomes
Review bookings, cancellations, completed meetings, and no-shows by calendar and host.
Capability 02
Conversion context
Follow source through contact, meeting, opportunity, and outcome using consistent fields.
Capability 03
Communication performance
Understand delivery and engagement without separating the numbers from the customer workflow.
How it works
A clearer way to use reporting.
1
Collect
Record source and activity as work happens.
2
Connect
Link communication, meetings, and opportunities.
3
Improve
Use the evidence to strengthen the process.
Put reporting to work in AgentFlow.
Start with one workspace, connect the tools you already use, and build the process that fits your team.
No card required to start.