Sales calls report template
Compile the most important sales call KPIs in one place and transform this data into actionable insights using our sales calls report template. Turn call tracking metrics such as the number of calls made, call duration, generated sales, and other data points into stunning visual reports.
Spend more time driving better results for your clients
Connect desired platforms and gather metrics in a single location
Whatagraph easily connects with popular call center software such as Call Rail and aggregates key data in one place. Analytics will automatically be collected from the data source of your choice. Reports virtually build themselves - just drag and drop the metrics you want to see.
Have an easy time showcasing your performance metrics
Whether you're building a weekly sales call report or want to monitor daily sales team activity, Whatagraph is the perfect tool for the job. You have the option to use goal trackers to monitor team or individual call performance and create cross-channel performance reports.
Build your own reports or use our amazing templates
Use our pre-built templates or create your own sales call report templates that coincide with your needs. Drag and drop the widgets you wish to use to showcase data within your weekly sales report or have our SmartBuilder create reports for you - automatically!
It’s good to be loved! Our clients are not shy about expressing it.
I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.
Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.
The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.
We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!
We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.
The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.
Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.
Need more help with getting started?
We can set up your report campaign for you!
Ready for insights?
It's time to focus your time on the tasks that really matter, and let us worry about your marketing analytics. Start your free 7-day trial.
- Free for 7 days
- No credit card required
- Live chat support
- Cancel anytime
No credit card required