Performance and attribution
Decide with your team's numbers
Daily reports by role, leaderboards, sales with attribution and a funnel by source, without spreadsheets.
Sales
Real attribution for every sale
Each sale splits its amount between closer, triager and source using the percentages you set. If a participant is missing, their share is redistributed among the others.
Workspace split
Participants
- Closer · Nora€3,600.00 60 %
- Triager · Iker€1,200.00 20 %
- Source · instagram€1,200.00 20 %
A simulation with sample data and the same rules the CRM applies.
Configurable split
60 / 20 / 20 by default, adjustable to how your team works.
Recalculate by period
Apply a new split to a period's sales to keep reports comparable.
Daily reports
Everyone's EOD, in a minute
Setters, triagers and closers report their day from a personal link, no account needed. The data feeds leaderboards and metrics automatically.
- 01
Everyone reports
Setters, triagers and closers send their EOD from their personal link in a minute.
- 02
The sale is logged
With its amount, lead, closer and triager; the source comes from the lead itself.
- 03
It's attributed
The amount is split between closer, triager and source by your workspace's percentages.
- 04
It's compared
Rankings by role, a funnel by source and the day's summary against yesterday and last week.
Hi, Nora
Today's report
Analysis
From lead to sale, by source
A daily summary compared with yesterday and last week, a conversion funnel by source, and team expense tracking.
- A form per role. Each role reports the metrics that matter for it.
- Personal link. Everyone has a private link; if it's shared by mistake, it can be regenerated.
- Leaderboards by period. Compare each role by day, week or month.
- Daily summary. The day's leads, calls, sales and cash, with their change.
- Funnel by source. Which source converts at each stage, from intake to sale.
- Team expenses. Record expenses and their settlement status (admins only).
Also included
- No account to report
- The EOD is sent from a personal link; the team doesn't need a user.
- Regenerable link
- If a link is shared by mistake, regenerate it and the old one stops working.
- Day, week or month
- Rankings and metrics are compared over the period you choose.
- Automatic source
- A sale's source comes from the lead's UTM, its booking source or its funnel.
- Exact to the cent
- The parts of every sale add up exactly to its amount, with no lost rounding.
- Recalculate by period
- Apply a new split to a period's sales to keep reports comparable.
- Team expenses
- Log expenses and whether they're settled; only admins see them.
- Export
- Sales, bookings and expenses as CSV, or live in your spreadsheet.
Performance and attribution
Frequently asked questions
What if a sale has no triager?
Their percentage is spread over the participants who are there, in proportion to their share. The sale is always attributed at 100%.
Can I change the split?
Yes. Admins set it in the workspace settings (it must add up to 100) and can recalculate a period's sales with the new split.
How is a sale's source decided?
In order: the lead's UTM source, its booking source and its funnel. If there's none, it counts as direct.
Does the team need an account for the EOD?
No. Everyone has a private link; the data feeds rankings and metrics instantly.