Reports and the Overview

#Daily reports

No more typing up the day. At 7:30 pm (your workspace's time), Compass drafts a report for every counsellor and sales manager who isn't on leave. It counts:

• calls: dialled, received, missed, connected (30 seconds or more), talk time and people reached;
• call outcomes logged, follow-ups done and overdue, and stage moves;
• messages sent, new leads and any past their first-call deadline, and money booked and collected.

With AI on, a short summary is added: hot leads, promises made, what was missed and what to do first tomorrow. Any number the AI writes that isn't in the counts is rejected. Names are hidden from the AI.

The counsellor opens Reports → Daily reports, reads it, adds a note and submits. Sales managers switch between My day and Team to see everyone's reports.

#Overview

Insights → Overview is the director's page, for administrators and sales managers:

• Headline numbers: new leads, contacted, qualified, demos, enrolled, money booked and collected, and the median time to the first call, each compared with the period before.
• Leads per day by source, the funnel, the pipeline now (with deals untouched for 14 days or more), revenue booked against collected, sources and counsellors.
• Periods from today to the last 90 days.

Changes show an arrow and a percentage, never colour alone.

#Morning brief

Turn on the daily brief in Settings → Briefs to get yesterday's numbers and today's risks every morning by email, and on WhatsApp if you set up a template.

#Reports and dashboards

Reports has ready-made views: sales, insights by source and campaign, counsellor scorecards, ad spend, delivery and placement, plus the daily reports and briefs. Dashboards let anyone build a page of the charts they care about, and they can be emailed on a schedule.