Every manager has a question no ready-made report answers: how many leads from a given project campaign became bookings? What is the answer rate of the order-confirmation queue in the afternoon? Which agent has the most tickets past their SLA?
In Klamna you build the report yourself, with no developer and no manual spreadsheet work.
On any data
Leads, contacts, accounts, quotes, invoices, tickets, tasks, calls and chats.
Simple steps
- Pick the source and the period.
- Add filters (the same filters as the lists, including your custom fields).
- Group by one or two fields (agent, team, source, queue…).
- Choose measures: count, win rate, answer rate, average talk time, tickets past SLA, paid and VAT…
- Show it as a table, bar, line or pie chart.
Share, schedule, export
- Keep a report private, or share it with the company or with selected roles.
- Schedule it by e-mail.
- Excel export in one click.
- Everyone sees only what their own permissions allow.
Custom fields
Add your own fields to leads and contacts (text, number, date, list…) and use them in forms, filters and reports. For example: project and unit type for real estate, order number for online stores, requested course for education centers, policy number for insurers.
The report builder complements the ready-made call center and quality reports.