Real-Time Actionable Reporting

Reports designed to highlight marketing and sales performance so you can optimize lead flow, rewarding your best sales performers and increase lead volume from your best lead sources.

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Marketing and Sales Performance Dashboard
Daren Autry
Daren Autry

Director, Montrose Travel

“We doubled sales head count in less than 60 days. We are up double digits in gross sales as a result of the ClickPoint & RingResponse solution.“
Sales Performance Report

Improve Sales Performance with Actionable Reporting At Your Fingertips

Real-time reporting on each salesperson, team, or branch by the distribution strategy, with marketing source, lead source, and campaign results.

Add your custom sales statuses to each report, to refine results that are specific to your sales process.

Marketing performance analytics

Improve Lead Quality with Insights Into Marketing Performance

Knowing which marketing sources are converting is critical to your sales and lead program.

With built-in goals, it is easy to spot top performing lead source, so you can double down while cutting the ones that are not converting.

Sales achievement charts and scoreboards

Highlight Sales Achievement with Live Scoreboards

Configure stunning scoreboards that highlight sales achievement.

Add any scoreboard animation to a web-browser, viewable on a TV on the sales floor.

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Real-time sales performance dashboards

Share Sales Information Across Your Organization with Sales Dashboards

Configure dashboards, share them across your organization, and view updated sales and marketing metrics in real-time.

  • Leads by Marketing Source
  • Leads by State
  • Top Calls by Salesperson
  • Top Sales by Salesperson
  • Most Appointments by Salesperson
  • Contacted Leads by Salesperson

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+30% Reduction in Lead Cost with automated multi-touch prospect follow up
+66% Average Improvement in salesperson activity with guided selling and lead prioritization
+80% Average increase in contacted leads with text sms vs. email
+60% Contact rate improvement with local presence outbound dialing solution

Real-time Sales and Marketing Reporting Advantages


Real-time interactive sales scoreboards highlight team achievement and keep your team on track.

Custom Dashboards

Create your own sales dashboard that updates in real-time, then share it with anyone on your sales team.

Marketing Source Reports

Quickly spot underperforming marketing sources, highlight contact rate, contact to close, and more.

Distribution Reports

View the performance of your lead routing campaigns with real-time, actionable information to help guide decisions that will get the most out of your leads.

Sales Performance Reports

View sales performance by individual, teams, or branch locations, with filters for specific lead sources, distributions, and statuses.

Marketing Automation Reports

View email open rates, text SMS response rates, and inbound call response from numbers purchases or ported to RingResponse.