Can QBase show agent activity?

Yes. QBase can help teams review activity such as tasks, communication, appointments, and pipeline updates.

Can reporting help with lead quality decisions?

Yes. Source visibility helps owners compare vendors and campaigns against actual follow-up and pipeline movement.

Which plans include advanced reporting?

QBase Professional and higher plans are better fits for agencies that need deeper reporting, automation, and performance tracking.

Does reporting replace a manager?

No. It gives managers better visibility so coaching, routing, and budget decisions are based on clearer information.

REPORTING + ANALYTICS

CRM reporting and analytics from lead source to outcome.

CallsInQ connects lead source, contact activity, pipeline movement, and the recorded result so operators can see where work is progressing and where it is getting stuck.

Or call (877) 793-6277

REVENUE TRACE

SOURCE TO OUTCOME

01

Demand source
Campaign, search, referral, or list

SOURCE

02

Lead captured
Call, text, form, or contact

CAPTURE

03

Contact activity
Responses and attempts recorded

CONTACT

04

Pipeline movement
Stage, owner, and next step

PIPELINE

05

Outcome
Appointment, sale, or closed reason

OUTCOME

WHAT BECOMES VISIBLE

Reporting should support the next operating decision.

The useful view connects activity to ownership and outcomes, not just a collection of charts.

Source and capture

See where the inquiry originated and how it entered the system.

Activity and pipeline

Review contact attempts, conversations, ownership, stage movement, and upcoming work.

Outcomes and exceptions

Track recorded results, stalled opportunities, missing ownership, and the places where the process needs attention.

REPORTING SETUP

Define the question before the dashboard.

We start with the decisions the team needs to make, then identify the events and fields required to support them.

Reporting fit

Best for teams already generating meaningful lead and conversation volume but lacking a reliable view from source through outcome. Reporting quality depends on consistent process and data capture.

01 Choose the operating questions

Define what leadership and the front-line team need to know about sources, contact, pipeline, and outcomes.

02 Connect the required data

Standardize fields and events, then connect the systems that contain the source, activity, and result.

03 Review and correct

Use the report to find missing data, weak handoffs, and process changes that should be made.

Turn activity into an operating view.

Tell us which decisions are hard to make with the reporting you have now.