Reporting & Platform

From Performance Visibility to Revenue Control — Built on an Open Platform

Elevate performance with robust out-of-the-box reporting, real-time analytics, and deep platform integrations designed to help revenue teams move from insight to action.

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Our customers say it best

"Convoso is loaded with features that don't exist out-of-the-box in other systems. It allows you to understand your data sources and look at list conversions in real-time on a dashboard. There’s the agent monitor screen that alerts you when there are problems, the ability to self-generate leads, and the reporting. The lead reporting is unbelievable. You can ask any question you want to know about that whole database and query it in a lead report."
Heather Griffin Founder & CEO, Jenova Solar

“I’m a report fanatic. My favorite part of Convoso is all of the reports that it allows you to run. Our main issue was really just managing productivity. I was super excited to launch Convoso so we could pull up different reports that give us the ability to see how certain lists and agents are performing. It’s the dialer, but it’s also the leads. Sometimes some sources are doing better on a specific day, in a specific time. Convoso really makes it easy for us to figure those things out.”
Owner, Health Insurance Agency

“I love the reporting, how quickly we can get to information about our lead aggregators, what statuses those leads are in, how quickly we're calling those leads. And how much of the raw that we're getting in is coming in by different markets and products. I can get that in seconds with Convoso. It's easy to pull, it's easy to look at, and it's easy to put into a spreadsheet and send it out.“
Director of Call Centers, Long Home Products

Turn Performance Visibility Into Measurable Revenue Impact

Go beyond just tracking metrics. Reduce overhead, eliminate manual analysis, and lower total cost of ownership with reporting and optimization tools designed to improve revenue efficiency.

Real-time Performance Visibility:

Track and compare agent, list, and campaign success in real time, so you can protect and improve revenue while there's still time to act.

Built-in Accountability:

Automatically schedule and distribute performance reports to stakeholders. Keep leadership aligned with consistent, reliable data.

Historical Trends:

Analyze trends across hours, days, weeks, or quarters to understand the difference between long-term performance drivers and daily fluctuations.

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The leading AI-powered sales platform for fueling growth

Elevate call center efficiency with visibility and optimization

Embrace data-driven decision making

Manage the metrics that matter most with real-time and historical analytics. Every Convoso customer receives robust reporting and customizable dashboards designed to provide immediate operational clarity.

For teams ready to go further, Advanced Analytics adds a real-time optimization workspace that mirrors all standard reports and introduces six additional performance-focused views — helping you move from reviewing performance to managing it forward.

Go beyond reporting and drive growth in real-time

With Advanced Analytics, you can quickly surface top-performing agents and high converters, uncover geographic trends as they emerge, measure disqualified numbers and their impact, and bring data-backed accountability to lead vendors. The result is faster decision-making and the ability to turn performance visibility into real-time revenue control.

Integrate seamlessly and maintain compliance with confidence

Our open APIs make it easy for you to integrate our dialing platform with any major third-party applications. Secure call recording storage solutions ensure easy data accessibility and compliance.

Drive agent productivity and accountability

Ensure agents meet and exceed performance standards with real-time monitoring and feedback tools. Intuitive admin and agent experiences simplify onboarding, improve accountability, and reduce management overhead.

The Convoso difference

Continuous innovation and a commitment to building the very best sales contact center solution means you get more. More conversations, more conversions, more revenue. That’s what our customers love about Convoso.