Reports Hub

Generate, schedule, and customize business reports

Scheduled Reports
Automated report delivery
2 Active

Weekly Pipeline Summary

Active
Weekly (Monday 9am)1 recipientPDF

Next run: 1/13/2025, 9:00:00 AM

Monthly Commission Report

Active
Monthly (1st of month)2 recipientsExcel

Next run: 2/1/2025, 9:00:00 AM

Revenue Reports

Pipeline Summary
Overview of revenue pipeline and active opportunities
PDFExcelCSV
Commission Report
Detailed commission breakdown by provider and deal
PDFExcelCSV

Leads Reports

Lead Activity Report
Detailed lead interactions and engagement metrics
PDFExcelCSV

VCSP Reports

VCSP Performance
Provider performance metrics and commission tracking
PDFExcel

Analytics Reports

Pricing Intelligence
Market pricing trends and competitive analysis
PDFExcel
Conversion Funnel
Lead-to-deal conversion analysis and bottlenecks
PDFExcel