Report chart index
Find the shared charts configured for a report. Availability depends on returned columns and data; chart measures follow the source table.
See Report tables and charts for search, chart switches and export scope.
| Report | Configured charts and measures |
|---|---|
| Agent Response Time | Response Coverage — Compare assigned and responded leads by user; measures: Total Leads, Responded Leads Response Time — Average and median response time by user; measures: Avg Response, Median |
| Average Deal Size | Deal Value by Owner — Compare average deal value and closed volume; measures: Average Deal Size, No. Of Deals |
| Conversion Rate | Lead Conversion — Total versus converted leads by owner; measures: Total Leads, Converted Leads Conversion Rate — Conversion-rate comparison by owner; measures: Conversion Rate |
| Opportunity Win Rate | Opportunity Outcomes — Won and lost opportunities by owner; measures: Won, Lost Win Rate — Win-rate comparison by owner; measures: Win Rate |
| Quota Attainment | Target vs Achievement — Compare target, achieved revenue, and pipeline by owner; measures: Period Target, Achieved Revenue, Pipeline Value Attainment Rate — Quota attainment by owner; measures: Attainment |
| Sales By Contact Method | Contact Method Performance — Won deals and value grouped by contact method; measures: Won Deals, Total Deal Value |
| Sales Cycle Length | Sales Cycle Duration — Average and median sales-cycle days by owner; measures: Avg Days, Median Days Cycle Range — Minimum and maximum cycle duration by owner; measures: Min Days, Max Days |
| Sales Productivity | Activity and Outcomes — Leads, activity, tasks, and won deals by owner; measures: Leads, Outbound Activities, Completed Tasks, Won Deals Revenue Productivity — Won value and invoice revenue by owner; measures: Won Deal Value, Invoice Revenue |
| Sales Revenue | Uses the report’s own charts. |
| Sales Growth | Uses the report’s own charts. |
| Dialer Agent Productivity | Agent Activity — Attempts, connections, and callbacks by agent; measures: Attempts, Connected, Callbacks Agent Outcomes — Interested outcomes and CRM promotions by agent; measures: Interested, Promotions, No Answer |
| Dialer Batches | Batch Progress — Pending, completed, callback, and promoted items by batch; measures: Pending, Completed, Callbacks, Promoted Batch Status Mix — Current batch distribution by status. |
| Dialer Conversion | Conversion by Batch — Interested and promoted outcomes by batch; measures: Interested, Promoted, Completed Promotion Rate — Promotion efficiency by batch; measures: Promotion Rate |
| Dialer Department Performance | Department Throughput — Pending, completed, and connected work by department; measures: Pending, Completed, Connected Department Outcomes — Callbacks, interested outcomes, and promotions; measures: Callbacks, Interested, Promoted |
| Dialer Dispositions | Disposition Mix — Volume by dialer disposition. Disposition Impact — Callbacks and promotions by disposition; measures: Callbacks, Promoted |
| Dialer Import Jobs | Import Throughput — Processed, valid, duplicate, and failed rows by job; measures: Processed, Valid, Duplicate, Failed Import Status Mix — Import jobs grouped by current status. |
| Dialer My Activity | Daily Dialer Activity — Attempts, connections, and callbacks over time; measures: Attempts, Connected, Callbacks Daily Outcomes — Interested outcomes and promotions over time; measures: Interested, Promotions |
| Dialer My Callbacks | Callback State — Open callbacks grouped by due state. Callback Attempts — Attempt load by callback batch; measures: Attempts, Promoted |
| Invoice Agent Monthly Sales | Monthly Invoice Revenue — New, repeat, and total invoice amount by month; measures: New Amount, Repeat Amount, Total Amount Agent Invoice Volume — Total invoice volume by agent; measures: New Invoices, Repeat Invoices, Total Invoices |
| Invoice Team Sales | Team Revenue — New, repeat, and total invoice value by team; measures: New Amount, Repeat Amount, Total Amount Team Invoice Mix — New and repeat invoice counts by team; measures: New Invoices, Repeat Invoices |
| Invoice Product Sales | Product Revenue — Billed amount and quantity by product; measures: Amount, Quantity Invoice Reach — Invoice count by product; measures: Invoices |
| Invoice Country State Sales | State Revenue — Gross invoice amount by state; measures: Gross Amount Country Reach — Invoices and customers by country; measures: Invoices, Customers |
| Invoicing Gateway | Payment Status Mix — Orders grouped by payment-gateway status. Gateway Value — Order amount processed by gateway. |
| Engage Date Wise Hits | Traffic trend — Daily hits, visitor counts, and paid traffic across the returned date range. |
| Engage Traffic | Traffic Performance — Key traffic measures across the selected Engage report; category candidates: Date, Page, VUK, Source, Domain, Provider, Dated; measures are inferred numeric columns |
| Engage Popular Pages | Most-viewed pages — Top 10 pages by hits, with visitor counts; measures: Hits, Visitors Paid traffic by page — Top 10 pages by paid hits; measures: Paid Hits |
| Engage Visitor Bounces | Bounce mix — Single-page versus multi-page visitor/website rows. Visitor depth — Top 10 visitor and website rows by pageviews; measures: Pageviews, Unique Pages |
| Engage Paid Sources | Paid source performance — Top 10 source and website rows by hits; measures: Hits, Visitors CPC campaigns — Top 10 campaigns by clicks; measures: Clicks, Visitors |
| Engage Unusual Patterns | Pattern concentration — Top 10 VUK or IP groups by hits. Expand a label for its full value; measures: Hits, Pages, Paid Hits |
| Engage Cpc Conversions | Conversion sources — Conversions and unique contacts by source; measures: Conversions, Unique Contacts Attribution by source — CPC click attribution and paid-hit fallbacks by source; measures: CPC Click Attribution, Paid Hit Fallback |
| Engage Vuk Contact Mapping | Mapped contact activity — Top 10 mapping rows by hits, with VUK context; measures: Hits, Pages, Paid Hits Lead Status Mix — Mapped contacts grouped by CRM status. |
| Engage Visit Details | Visit events by website — Recorded visit events grouped by website. Paid Source Mix — Visits grouped by paid source. |
| Engage Chats | Contact identification — Sessions linked to a CRM contact versus anonymous sessions. Chat Sessions Over Time — Daily chat-session volume. |
| Engage Chats Copy | Contact identification — Sessions linked to a CRM contact versus anonymous sessions. Chat Sessions Over Time — Daily chat-session volume. |
| Engage Chats Logs | No explicit chart blueprint; chat log adds message counts when messages exist. |
| Facebook Campaign Performance | Campaign Delivery — Spend, clicks, and lead volume by object; measures: Spend, Clicks, Meta leads, CRM leads CRM Outcomes — Qualified, won, and revenue outcomes by object; measures: Qualified, Won, Revenue |
| Facebook Lead Detail | Campaign Mix — Lead records grouped by campaign. Routing Mix — Lead records grouped by routing result. |
| Facebook Diagnostics | CAPI Queue Status — Events grouped by delivery state. Synchronization Work — Objects, pages, API calls, and errors by run; measures: Objects, Pages, API calls, Errors |
| Facebook Leads | Lead Capture Trend — Facebook leads captured over time. Lead Status Mix — Captured leads grouped by current CRM status. |
| Facebook Conversions | Uses the report’s own charts. |
| Uses the report’s own charts. | |
| Deal Health | Risk Band Distribution — Active deals grouped by health band. Owner Risk Load — Rescue, at-risk, and overdue deals by owner; measures: Rescue, At Risk, Overdue |
| Deal Loss Analysis | Loss Reason Mix — Lost deals grouped by captured reason. Lost Value by Reason — Lost deal value grouped by reason. |
| Deal Revival | Revival Ownership — Candidates grouped by owner. Revival Priority — Priority and revival score across candidates; measures: Priority, Revival Score |
| Project Management | Stage Throughput — Open, completed, overdue, and SLA-breached work by stage; measures: Open, Completed, Overdue, SLA Breached Owner Workload — Open, blocked, overdue, and SLA-breached work by owner; measures: Open, Blocked, Overdue, SLA Completion Trend — Completed volume and average cycle time; measures: Completed, Avg Cycle Time |
| Project Management List | Task Status Mix — Tasks grouped by current status. SLA Status Mix — Tasks grouped by SLA outcome. |
| Subscriptions | Subscription Status — Subscriptions grouped by status. Value by Billing Term — Recurring value grouped by billing term. |
| Submitted Forms | Submission Status — Forms grouped by workflow status. Current Workflow Step — Forms grouped by current step. |
| Timeclock Activity | Activity Composition — Records grouped by the primary workforce signal. Workforce Activity Trend — Activity volume over the selected period. |
| Tasks | Task Outcomes — Total, completed, and pending tasks by owner; measures: Total, Completed, Pending |
| Tasks List | Task Status Mix — Tasks grouped by completion status. Task Type Mix — Tasks grouped by activity type. |
| Deals | Pipeline Value — Deal value across stages or owners in the active report view; category candidates: Stage Name, User Name, Company Name; measures are inferred numeric columns Pipeline Mix — Deals grouped by stage or owner. |
| Sales Invoice | Invoice Value — Net, tax, and gross invoice value across the active view; measures: Net Amount, Taxes, Gross Amount |
| Lead Status | Lead Status by Owner — Compare dynamically configured lead statuses across owners; measures are inferred numeric columns. |
For the Engage Traffic selector, the selected Daily, Pages, Visitors, Paid or Patterns view uses the corresponding Engage blueprint. Charts can be omitted when required fields or chartable rows are missing.