Features · Reporting
Know what's working and what isn't.
Exactly, Easily, Quickly.
Live leaderboards, granular call breakdowns, funnel analytics, hourly activity reports, and custom dashboards — telecrm gives managers the data they need to coach their team, fix bottlenecks, and hit targets without assembling a single spreadsheet.
01 — Live Leaderboard
Your team ranked.
Updated in real time.
The leaderboard shows every rep ranked by calls made, total duration, and deals closed — refreshed live, all day. Managers see instantly who is leading, who is struggling, and who needs intervention. No waiting for end-of-day reports.
Ranked by calls, duration, and sales.See who made the most calls, who spent the most time on the phone, and who closed the most deals — all three dimensions, simultaneously. RepCallsDurationSales #1AKAhmed K.894h 12m7 #2SBSubu R.743h 44m5 #3PRPreethi R.442h 31m0
Filter by day, week, month, or year.Switch time windows instantly — today's leaderboard, this week's, this month's. Every filter is one click, no re-configuration needed. View:DayWeekMonthYear
Drill into any rep in one click.From the leaderboard, open any rep's full activity breakdown — every call, duration, outcome, and lead touched — without navigating to a separate report. AKAhmed Khan89 calls · 4h 12m · 7 salesView full report →
Always live, never delayed.The leaderboard is not a scheduled report — it reflects activity as it happens, so managers can act on what they see while the day is still in progress. Live now — last updated 14 seconds agoAuto-refreshes every 30s
Real-time reporting across all modules.Every report in telecrm — calls, leads, campaigns, pipeline — is live. No scheduled batch runs, no overnight refresh. The number you see is current to the last action taken. Call reportsLead pipelineCampaignsDashboards
02 — Per-Rep Reporting Depth
Not just who called more.
Everything each rep did.
telecrm tracks every measurable action a rep takes across calls, tasks, WhatsApp, lead movement, and lead quality — and surfaces it per person, in real time. Managers get a complete picture of each rep's day without asking for a single update.
Calls — 9 metrics per rep. First call time, last call time, all calls made, incoming, outgoing, missed, connected, attempted, and total duration — every call dimension tracked as a count, giving managers a complete picture of calling effort and reach. Call metrics — Ahmed Khan · Today 89All calls 67Outgoing 12Incoming 74Connected 84Attempted 10Missed First call9:04am Last call5:47pm Total duration4h 12m
Tasks — 4 states per rep. Every follow-up task is tracked across four states — late, pending, done, and created — so managers can see at a glance who is executing on their commitments and who is letting tasks pile up or expire. Task count — Ahmed Khan · Today 3Late 5Pending 12Done 20Created
WhatsApp — incoming and outgoing per rep. Message counts for incoming and outgoing WhatsApp conversations are tracked per rep — so managers can see who is actively engaging leads over WhatsApp and how much inbound response that's generating. WhatsApp message count — Today Outgoing34messages sent Incoming21messages received
Lead stages — full pipeline distribution per rep. For each rep, see how many leads sit in each stage — Initial (fresh leads), Active (call back scheduled, demo booked, meeting done), Closed (Won or Lost) — and for Lost leads, the exact reason: irrelevant, not interested, budget issues, language barrier, and more. Count of leads at every stage, per rep. Lead stage distribution — Ahmed Khan InitialFresh leads not yet contacted 28 Active41 Call back later · 18 Demo scheduled · 11 Meeting done · 8 Webinar booked · 4 Won7 Lost13 Budget · 5 Not interested · 4 Irrelevant · 3 Language · 1
Lead rating — quality split per rep. See how many leads each rep has rated at each quality level — 1 through 5 stars — as a count. This tells managers whether a rep is working high-quality leads or spending time on weak ones, and whether the lead pool itself is strong or diluted. Lead rating distribution — Ahmed Khan 19 14 8 5 2
03 — Granular Call Breakdown
Every call. Every rep.
Every minute accounted for.
The granular call report gives managers a full per-rep breakdown of calling activity — not just totals, but the specifics that drive coaching decisions: first call time, last call time, connected vs attempted, duration, and missed calls.
9:04am
First and last call time.Know when each rep started their day and when they made their last call — the data that reveals who is working the full shift and who isn't. AKAhmed KhanFirst: 9:04amLast: 5:47pm NKNeha KapoorFirst: 10:02amLast: 3:55pm
Connected vs attempted.Total calls attempted tells you effort. Connected calls tells you reach. The gap between the two reveals call quality and number reachability issues. 266Attempted 193Connected 72.5%Connect rate
Total talk time and average duration.Track how long reps are actually talking — short calls may indicate early hang-ups or disengaged leads, long calls may indicate strong conversations. 12h 24mTotal talk time 2m 48sAvg duration 41Missed
68%
Outgoing, incoming, and missed breakdown.See the full call type split per rep — who is proactively calling out, who is only taking inbound, and who is missing calls they should be answering. Outgoing 68%Incoming 17%Missed 15%
04 — Funnel, Pipeline & Conversion Reports
Pinpoint where
revenue is being lost.
Funnel analysis, lead conversion tracking, and sales performance reports give managers a complete view of where deals progress, where they stall, and which reps and sources are driving real revenue.
Stage-by-stage drop-off analysis.See how many leads entered each stage, how many progressed, and how many stalled or were lost — across your entire pipeline or filtered by date, source, or rep. Pipeline funnel — this month New1,247 Contacted81% Interested47% Won11%
Lead conversion reports.Track what percentage of leads at each stage convert to the next — and which reps, sources, and time periods produce the highest conversion rates across the full journey from new lead to closed deal. Overall conversion11.8% Conversion rate by rep Ahmed K.16.4% Subu R.12.3% Preethi R.7.6%
Sales performance reports.Measure each rep's contribution to revenue — deals closed, pipeline generated, conversion rate, and average deal size. Compare performance across individuals, teams, and time periods. Sales performance — this month ₹48.2LPipeline 34%Win rate 7.2dAvg close
Source quality comparison.Which source converts at the highest rate — IndiaMart, Facebook, JustDial, or Google? telecrm shows conversion rate per source so you can optimise spend with data, not instinct. Conversion rate by source Facebook14.2% IndiaMART11.8% JustDial8.4% Google6.3%
Stage velocity tracking.How long does a lead spend in each stage before progressing or being lost? Velocity data shows where deals stagnate so managers can intervene before it's too late. Avg time in stage 1.2dNew → Contacted 3.4dContacted → Interested 9.1dInterested → Won ⚠
05 — Hourly Activity Reports
See when your team is
most and least active.
Hourly activity reports show call volume hour by hour across the entire working day — so managers can identify peak windows, spot dead hours, and schedule their team's effort where it lands best.
Hour-by-hour call volume.See exactly when calls are being made — which hours are peak, which are idle, and how activity patterns shift across the week. 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm
Identify peak calling windows.Know which hours produce the most connected calls — so campaigns and follow-ups are scheduled when leads are most likely to answer. 11am–12pmPeak windowHighest connect rate2pm–4pmSecond peakGood for follow-ups
Spot dead hours and intervene.Long gaps in activity during core working hours are visible immediately — managers can check in, realign, or redistribute work before the day is lost. Dead hour detected — 1pm to 2pm: only 15 calls
Download per day with lead counts.Export the hourly breakdown for any specific date — call volume by hour alongside the number of unique leads contacted in each window. Hourly activity · 11 May 2026Download CSV
06 — Custom Dashboards & BI Analytics
Dashboards built
for your business, not a template.
telecrm's dashboard and analytics layer goes beyond standard reports — managers can build dashboards that show exactly what their team, pipeline, or business needs. BI-level analysis without a data team.
Custom dashboards per role.Each dashboard holds 6 configurable cards — chosen by the manager from the full library of available reports and plots. A sales manager picks conversion rate, pipeline value, and rep leaderboard. A founder picks revenue trend, source ROI, and target tracking. Same platform, completely different views — configured once, live always. Sales Manager Dashboard 6 / 6 slots + Add card Conversion rate 11.8% ↑ 1.4% vs last month Pipeline value ₹48.2L Across 299 active leads Top reps today 1AKAhmed K.89 2SBSubu R.74 Source conversion Facebook14.2% IndiaMRT11.8% Calls today 266 193 connected41 missed Choose a card Funnel · Tasks · Hourly · KPIs…
BI-level funnel and stage analytics.Funnel drop-off, stage velocity, source quality, rep performance — every dimension of your sales engine, visible in one place without exporting to a BI tool. Funnel drop-offStage velocitySource qualityRep performance
Rep leaderboards embedded in dashboards.Pull the leaderboard — calls, duration, sales — into any dashboard view, filtered by team, date range, or campaign. #1AKAhmed Khan89 calls #2SBSubu Rajan74 calls
Always-on, always current.Dashboards are live — not scheduled batch runs or daily email digests. The number you see reflects what happened in the last minute, not last night. Dashboard last updated 8 seconds ago
07 — Export & Download
Every report exportable.
No analysis blockers.
Every report in telecrm can be exported with custom date ranges — call reports, lead reports, campaign reports, funnel breakdowns. Download a CSV, share with your leadership, and present data that's always current.
Custom date range filters.Set any date range — today, last 7 days, last month, a custom window — and generate the report instantly. No waiting, no request to an admin. Date range:Today7 daysThis monthCustom
One-click CSV export.Download any report as a CSV file — call reports, lead reports, campaign reports. Formatted and ready to present without further manipulation. Call Report · This monthDownload CSVLead Report · This monthDownload CSVCampaign Report · This monthDownload CSV
Downloadable per day.The hourly activity report can be downloaded for any specific date — useful for reviewing team performance on a particular campaign day or event. Hourly activity · 11 May 2026Download CSV
Share with leadership in seconds.Exported reports are clean, labelled, and immediately presentable — no post-processing, no formula adjustments, no reformatting needed. Clean CSVPre-labelled columnsExcel-ready
08 — Campaign Performance Reports
Every campaign measured.
Every outcome visible.
Campaign performance reports give managers a complete view of how each calling campaign performed — who was assigned what, how many leads were attempted, what outcomes were recorded, and what drove losses. Scoped to the campaign, available in real time.
Assignee report.How many leads were assigned to each rep in the campaign — and how many they worked, skipped, or left pending. AKAhmed Khan70 assigned66 worked SBSubu Rajan114 assigned51 worked
Calling report.Total leads attempted, connected calls, pending leads, unanswered calls, and skipped leads — the four numbers that define campaign execution quality. 184Total 117Attempted 89Connected 7Skipped
Lead status report.What stage are leads in this campaign — Interested, Negotiating, Won, Lost? A real-time pipeline view scoped to the campaign, not the entire database. Interested38 Negotiating14 Won9
Lost reason report.Every lead marked lost has a reason recorded — pricing, timing, budget, competition. The campaign aggregates these so managers know what's blocking conversion in this specific list. Pricing (40%)Budget (25%)Timing (20%)Competition (15%)
Progress tracking.Live completion percentage — how many leads have been worked vs how many remain — with the option to inspect all leads in the campaign with a single filter. Campaign progress64% 117 worked · 67 remaining● Live
09 — Productivity Reports & KPI Dashboards
Agent productivity.
KPIs that actually matter.
Productivity reports give a per-rep view of working efficiency — not just how many calls were made, but when they started, how long they were active, how many tasks they completed, and how those numbers compare to team benchmarks. KPI dashboards surface the metrics that drive your specific business, configured once and always live.
Agent-wise productivity reports.For every rep — calls made, talk time, tasks completed, follow-ups sent, leads updated. A complete daily productivity picture per person, not just aggregate team numbers. RepCallsTasksActivevs Tgt AKAhmed K.89127.2h148% PRPreethi R.4444.1h73%
Active hours vs idle hours.See how many hours each rep was genuinely active — calls made, leads updated, tasks actioned — vs logged in but idle. Spot disengagement before it affects results. Ahmed Khan7.2h active / 1.3h idle
KPI tracking dashboards.Define the KPIs your business tracks — calls per day, conversion rate, average response time, deals closed per month — and surface them in a persistent dashboard that every manager sees the moment they log in. 266Calls todayTarget: 60/rep ✓11.8%ConversionTarget: 10% ✓3.1hResponse timeTarget: <2h ✗
Track vs target.Set targets for each KPI — 60 calls per day, 10% conversion rate, 2-hour response time — and see actual vs target for every rep, every day. No separate tracking sheet needed. Calls/day53 / 60Conversion11.8/10%Response time3.1h / 2h
Task completion tracking.Every follow-up task created and completed is logged per rep — so managers can see who is following up on commitments and who is letting tasks expire. 84%Tasks completed7Overdue tasks12Due today
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FAQ
Your questions, answered plainly.
What reports does telecrm provide?
Live leaderboards, call breakdowns, funnel analytics, hourly activity reports, and custom dashboards.
Do I need spreadsheets to get insights?
No — managers get the data they need without assembling a single spreadsheet.
Can I see what each rep actually did?
Yes — not just who called more, but everything each rep did, with every call and minute accounted for.
Can reporting show where deals are lost?
Yes — funnel analytics pinpoint exactly where revenue is being lost.