Reports Module

Every number.
Live.

Reports that update in real-time. 12 report types covering every dimension of your operation. Export in one click. Schedule automated delivery to any inbox.

REPORT TYPES 12 LIVE DATA
Live Preview — Reports Dashboard
Report Types
Agent Performance
Conversion Rate
Broker FTD Report
Revenue Summary
Shift Efficiency
Lead Sources
Task Completion
Call Analytics
Affiliate ROI
Campaign P&L
Security Audit
Custom Report
Agent Performance
Live — updates every action
Sarah
Daniel
Anna
Mike
Lisa
AgentCallsConv.FTDsRevenue
Sarah M.23418.4%43$48,200
Daniel R.19815.1%30$31,700
Anna K.18713.9%26$27,400
Mike T.14512.4%18$18,900
What's included

Everything the Reports module does

Live Updating Reports
Every number on every report reflects the current state of the system. No delayed batch jobs, no stale data.
Custom Date Ranges
Any date range, any comparison period. Weekly, monthly, quarterly or fully custom. Compare periods side by side.
12 Report Types
Agent performance, broker FTD, revenue summary, shift efficiency, lead sources, campaign P&L and more.
CSV / Excel Export
Export any report, any filter, any date range to CSV or Excel with one click. Compliance-ready output.
Automated Email Reports
Schedule any report to be emailed daily, weekly or monthly to any list of recipients automatically.
Role-Based Visibility
Control which report types each role can access. Agents see their own data. Managers see team data.
Request Access →See All Modules
Reports · MAESTRO CRM

Every KPI. Automated daily. Zero spreadsheets.

Every KPI automated. Agent rankings, campaign P&L, FTD counts, broker comparison — delivered daily without a manager building a spreadsheet.

Request Access → Calculate Your ROI
$149
per seat / month
14
modules included
2 wks
to full deployment
INTEGRATES WITH

Reports works alongside these modules

Finance
Explore module →
Gamification
Explore module →
View All 14 Modules
One system, one login, no fragmentation