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1. Introduction

Definition

Reports is the Leeloo.AI section that aggregates and visualizes the key performance metrics of your company across dialogs, sales plans, lead-generation tools (LGT), sales tunnels, smart mailings, and sales. It is the central instrument of the Analyze stage of the customer lifecycle: it does not create new data — it turns events from other platform modules into manageable metrics.

The Reports section is a read-only consumer of the Analyze stage: it reads the data about client actions and transitions accumulated at the Manage stage and turns them into managerial slices.

The section is tightly connected with the whole platform ecosystem: Analytics, Dialogs, Sales Plans, Lead Generation Tools (LGT), Sales Tunnels, Smart Sender, and Orders. Every subscriber action in these modules becomes a data point that the report later collects into a managerial table.

B2B operator (department head, business owner, marketer) uses Reports to evaluate the performance of the support and sales departments, compare managers, identify bottlenecks in tunnels and mailings, and make decisions on hiring, training, or redistributing the workload.

B2C client does not interact with the Reports section directly, but every action — a message sent, a service rating, a button click in a mailing, a paid order — becomes a data point that feeds managerial slices.

Primary events (dialogs, requests, ratings, orders, clicks) are written to Client's Card, and Reports read these events in aggregate — by period, by manager, by sales plan, by lead-generation tool.

After reading you will understand:

• which 6 report types are available in Leeloo.AI and what problem each one solves;

• how the Dialogs report is structured — which metrics it shows and how to interpret them;

• how the Sales Plans Statistics report is structured — which groupings are available;

• how to read performance dynamics (green/red arrows) and use sorting to quickly compare managers;

• how to create a new report yourself in 6 steps via Analytics → Reports;

• how to export the report to CSV for further analysis in Excel or Google Docs;

• what to do if the Reports tab is not displayed in the interface.

Purpose

Reports is the key managerial-control instrument in Leeloo.AI. Its USP is that it automatically collects data from all platform modules (dialogs, sales plans, LGT, tunnels, mailings, orders) into a single manageable slice — without manually exporting and merging data from different sources.

At the Analyze stage, Reports act as the final read-only consumer of data: they read accumulated events from Client's Card and other modules, aggregate them by the chosen period and grouping, and visualize the dynamics of change compared to the previous period. The job is to turn the raw history of interactions into managerial conclusions: where the company earns, where it loses, which manager is more effective, which lead-generation tool pays off better.

At the Manage stage, Reports indirectly support the department head: decisions on workload redistribution between managers, training employees with low metrics, and adjusting scripts in tunnels and mailings are made on their basis. The job is to provide management with data for operational decisions within sales plans and support-department work.

2. Report Types

Six report types are available in Leeloo.AI, each focused on its own business question:

• Dialogs — a report on the performance of your support department: the number of closed dialogs over a period, first response time, average response time, and service-level rating.

• Sales Efficiency — the most comprehensive report on the company's performance based on sales plans: conversion rate, number of leads in the sales plan, number of leads by status, additional payment amounts, etc.

• Lead Generation Tools Statistics — a report on the effectiveness of LGT: views, clicks, subscriptions, orders, sales, gross revenue, and expenses.

• Funnels Statistics — a report on the effectiveness of sales tunnels: the number of block sends, button clicks within tunnel blocks, orders, and sales.

• Mailing Statistics — a report on the effectiveness of smart mailings: the number of recipients, received messages, messages read, button clicks of different types, orders, and sales generated through smart-mailing buttons.

• Sales Statistics — the company's efficiency in terms of offers and their categories, and payment systems.

3. Dialogs Report

With the addition of the "Dialogs" chat extension, the need to evaluate the efficiency of request processing by the support department arose. To address this, dialog reports were developed. You can build a report either by users (managers) or by accounts (clients).

The user-based report reflects the performance of your support managers:

The account-based report shows dialog statistics for your clients:

Key metrics of the Dialogs report:

1. Created — the number of dialogs created over a certain period.

2. Closed — the number of dialogs moved to the "Closed" status over a certain period.

3. Activated — the number of dialogs moved to the "Active" status.

4. Paused — the number of dialogs moved to the "Paused" status.

5. Number of messages — in user-based reports: manager messages in closed dialogs; in account-based reports: total messages in closed dialogs (both manager and client).

6. Average number of messages — total messages in "Closed" status / number of dialogs in "Closed" status.

7. Average account rating — sum of client ratings / number of ratings.

8. Average service-level rating — sum of service-level ratings / number of ratings.

9. Average first response time — sum of intervals between the first client message in a dialog and the manager's first response in closed dialogs / number of closed dialogs.

10. Average response time — sum of intervals between client messages and subsequent manager responses in closed dialogs / number of closed dialogs.

3.1. Performance Dynamics

Next to every metric an arrow is shown that compares the value with the previous period:

• if the metric has grown — a green upward arrow is displayed;

• if the metric has decreased — a red downward arrow;

• if the metric has not changed — a dash is shown.

3.2. Sorting

To quickly see which managers are most effective in handling dialogs, the report includes a sorting function. To find out which support manager has closed the most dialogs, sort the display in descending order — from highest to lowest. Click the downward arrow next to the "Closed" metric: the top of the table will show the manager with the highest number of closed dialogs.

To find out who responds fastest to client requests, sort the display in ascending order — from lowest to highest. Click the upward arrow next to the "Average Response Time" metric: the top of the table will show the manager with the shortest response time.

4. Sales Plans Statistics Report

This report type is the most convenient way to evaluate the efficiency of lead processing by sales-plan managers. Three groupings are available: by sales plans, by users, and by sales plans broken down by manager.

The sales-plan-based report displays general information for each sales plan:

Based on this data, you can track the efficiency of an individual sales plan compared to others.

The user-based report displays statistics for each user (manager), regardless of how many sales plans they are assigned to:

In this report you can see how many requests each sales-plan manager has processed.

The sales-plan-based report by manager provides complete statistics for each sales plan with the ability to drill down to per-manager detail.

By default the list of all sales plans for the selected period is displayed. Clicking the "+" icon next to the desired sales plan opens a menu with data for each manager working on it.

In the "Selected Fields" tab you can set the order and number of fields for filtering the data.

4.1. Performance Dynamics

If you have opened the per-manager data, colored arrows appear next to the metrics:

• if the metric has grown compared to the previous period — a green upward arrow;

• if the metric has decreased — a red downward arrow;

• if the metric has not changed — a dash.

4.2. Sorting

To quickly see which managers are most effective in handling sales plans, the report includes a sorting function. To find out which manager has closed the most leads, sort the display in descending order — from highest to lowest. Click the downward arrow next to the "Closed Amount" metric: the top of the table will show the manager with the highest number of closed requests.

5. How to Create a Report

To create a new report, go to the Analytics → Reports section and click the "Add New Report" button:

A new window opens:

1. Give the report a name.

2. Select the "Report Type". For example, "Sales Efficiency".

3. Choose how the data should be grouped in the report.

4. Choose the sales plan(s) — start typing the plan name.

5. Choose the time period for which the report will include data. If no period is selected, data will be considered for the entire history of the company.

6. After filling in the details, click the "Create Report" button.

Grouping parameters vary depending on the report type. In the selected report type there are two options: "By Sales Managers" and "By Sales Plans". Let's select "By Sales Plans".

We get a report in which data is grouped by sales plans:

5.1. Exporting the Report to CSV

The Sales Efficiency and Dialogs reports can be exported in CSV format — click the "CSV" button in the report interface. The file opens in Excel or Google Docs. Other report types cannot be exported at this time.

5.2. Report Lifetime (24 hours)

Reports are automatically deleted 24 hours after creation. You can always generate the report again. Manual report deletion is currently unavailable.

6. The "Reports" Tab Is Not Displayed

Related Instructions

Key Terms