Keep track of the queue.
Compare opened and resolved conversations. See what remains open and what still needs an owner.
Reporting and insights
See how the work is moving.
Review response times, team workload and sales progress. Spot delays and decide what needs attention.
EXAMPLE · CONVERSATIONS THIS WEEK
More coming in than getting resolved.
13 more opened than resolved.
Illustrative dataCheck which conversations are waiting and which still need an owner.
Inside Insights
See what the numbers are telling you.
Explore response times, workload and sales progress, with an example of what to check next.
Illustrative data
Are customers waiting longer?
EMAIL · MEDIAN FIRST-RESPONSE TIMEPrevious period
18 min
Current period
31 min
- Response time increased
- Response time steady
WHAT TO CHECK NEXT
Check the email queue.
Review waiting conversations and their owners to understand what’s slowing replies.
Explore team inboxes ↗Team workload and response
See where your team needs a hand.
Compare what’s coming in with what gets resolved. Check waiting conversations, response times and how work is shared across the team.
Check response times.
Review incoming messages and median first-response time by channel to see where customers are waiting longer.
Review each teammate’s workload.
See their conversations and deals, waiting replies, overdue response targets and deals needing attention.
Where response targets are configured, the dashboard shows the percentage met, based on available response data.
Explore team inboxes ↗Sales progress
Find what’s holding up the sale.
See how deals move through your pipeline, where they spend the most time, and what changes its value.
ILLUSTRATIVE PIPELINE REVIEW
Deals spend longest in Proposal.
Start by reviewing the deals waiting at this stage.
Follow deal progress.
Compare stage conversion and median days to the next stage, with the tracked sample behind each measure.
Understand changes in value.
See the effect of new, won, lost and reopened deals, along with changes to deal values.
Check deals nearing their close date.
Compare days since the last customer message with the expected close date, deal value and priority.
Compare the forecast with your target.
Compare this month or quarter’s weighted forecast with your target. Review Commit, Best case and Pipeline deals, and check where probabilities are missing.
The daily view
Know what needs attention today.
Review deals at risk and quotes that need a follow-up. Open the details and decide what to do next.
Check the deals that need attention.
See deals closing soon, value at risk and how much depends on your largest deal. Spot missing owners, next steps, probabilities and close dates.
Follow up on outstanding quotes.
Find quotes awaiting a reply, follow-ups due, offers expiring soon and failed sends.
Also check connected channels and available delivery indicators.
Risk signals reflect the information recorded by your team.
Campaigns and quotes
See how campaigns and quotes performed.
Review campaign engagement and quote decisions. Compare results to understand what changed.
Review campaign results.
Check delivery and the engagement recorded by each channel. Compare recent campaigns and choose when to review the results.
Explore campaigns ↗Track quote decisions.
See quotes sent, responded to, accepted and rejected. Compare acceptance with the previous period.
Explore quotes ↗Metrics vary by channel. Campaign comparisons show trends, not controlled A/B results or proof that a campaign caused a sale.
Reports across WRKZY
There’s more to measure.
Track form submissions, check automation runs, understand product interest and review how your team uses AI.
Website forms
See how many visitors start and submit a form, the submission rate, and which requests are waiting or completed.
Explore forms ↗Automation runs
Review completed, waiting and failed runs. Open a run to inspect its steps or export the log.
Explore automations ↗Catalog insights
See which offers customers accept, which products they consider together, and common objections or delivery issues.
Explore catalog ↗AI usage
Owners and admins can review how often suggestions are accepted or edited, check evidence coverage, and export reports.
Explore AI assistance ↗Scope and context
Put the numbers in context.
Choose what to review and check the data behind the results.
Choose your view.
Review the last 30, 90 or 365 days. Filter by owner or pipeline where supported.
Use your workspace settings.
Reports follow your reporting timezone. Supported sales totals use your configured currency rates.
See what’s behind the chart.
Check the values in a table, when the report was updated, and any gaps in the data.
FAQ
A few useful answers.
Insights covers message demand and median first-response time, team workload, pipeline conversion and value changes, deal activity and close dates, and campaign and quote results. A summary highlights changes over the selected period.
Insights offers 30-, 90- and 365-day ranges, with owner and pipeline filters. Scope varies by report; check the labels and coverage shown with each view. Reports follow the workspace’s reporting timezone.
Insights shows when it was updated and has a refresh control. Figures reflect the activity and provider data available when the report is generated.
Insights includes data tables alongside its charts. Open the related inbox, deals, campaigns or quotes to investigate the underlying work.
Sales forecasts use the values, probabilities and expected close dates recorded on deals. They are estimates. Missing fields, currency rates and limited history can affect the figures.
Export options depend on the feature. Automation run logs and AI usage reporting have their own export controls; there isn’t a universal export button for every Insights chart.
Available views depend on workspace access and permissions. AI usage reporting is restricted to workspace owners and admins and reports aggregate activity rather than individual rankings.
Try reporting
See where to focus next.
Review your team’s workload, customer response times and sales progress in WRKZY. Decide what needs attention.
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