Grow and run
Reports and leaderboard: who sells, calls, follows up
Every number is computed from your real calls and leads. Compare agents, sources and campaigns, schedule reports to your inbox, and keep the team motivated with a live leaderboard.
Live
from real call and lead data
Scheduled
email delivery
CSV + PDF
export formats
Report gallery
Ready reports for daily questions
Start with reports for calls by agent, leads by source, conversion by stage, follow-up compliance and response time. Open one, filter by date, team or campaign, and drill down from a number to the leads behind it.
- Calls, leads and conversion
- Drill down to lead rows
- Filter by team and campaign
Calls, leads and conversion
Drill down to lead rows
Filter by team and campaign
Leaderboard
A live ranking people care about
Rank agents by calls, talk time, follow-ups done or deals won for today, this week or this month. Display it on a wall screen or in the app. Pick the metrics yourself so the board rewards what matters.
- Choose ranking metrics
- Day, week and month
- TV-friendly full screen
Choose ranking metrics
Day, week and month
TV-friendly full screen
Source ROI
Know which source pays
Compare lead sources by volume, contact rate and conversion, and add your spend to see cost per lead and per sale. Cut the source that fills the list without producing deals, and put the money where it works.
- Contact and conversion by source
- Manual spend entry
- Cost per lead and sale
Contact and conversion by source
Manual spend entry
Cost per lead and sale
Scheduled email
Reports that arrive on their own
Schedule any report to land in selected inboxes every morning or Monday. Owners get the numbers without logging in, and agents receive their own summary, so the weekly review begins with data already in hand.
- Daily, weekly, monthly
- Per-recipient filters
- PDF or CSV attachment
Daily, weekly, monthly
Per-recipient filters
PDF or CSV attachment
Export
Take the data out when you need it
Export any report or filtered list to CSV or PDF for accounts, audits or board packs. Exports respect the viewer's role and are logged, so sensitive lead data does not leave without a trace.
- CSV and PDF
- Role-aware exports
- Export history logged
CSV and PDF
Role-aware exports
Export history logged
Custom reports
Build the view you need
Pick fields, group by owner, source or stage, and save the report for your team. Custom fields you created appear as columns, which means the details your business tracks can be counted, not just stored.
- Group and filter any field
- Save and share
- Custom fields as columns
Group and filter any field
Save and share
Custom fields as columns
How it works
- 1
Open a report
Choose from the gallery and set the date range and team.
- 2
Drill into numbers
Click a figure to see the leads and calls behind it.
- 3
Schedule and share
Send the report by email on a schedule or display the leaderboard.
Works with
Used in these industries
Frequently asked questions
Are the numbers real-time?
Most reports update as calls and leads change, with a short delay on heavy reports. The leaderboard refreshes frequently during the day.
Can agents see the leaderboard?
Yes, if you enable it. You can show names or hide others' details depending on the culture of your team.
Can I add my ad spend?
Yes, by manual entry per source and period. Automatic spend import depends on the connected ad account.
Can I limit who sees which reports?
Yes. Report access follows roles, and team leads see only their own teams.
Can I send data to Google Sheets?
Yes, through the Google Sheets connection, so you can build extra charts or share with accounts.
See Gandiv on your own leads
Start free, or book a short demo and we will set it up with your pipeline.