ANALYTICS & REPORTS

Numbers that help you close. Not just dashboards.

Track leads, calls, team performance, and revenue — all in one place. Know what's working, what's slowing you down, and what to fix — instantly.

Trusted by 1,000+ Indian SMBs

Executive overview · Updated < 1 min ago
Total leads
7,842
↑ 28%
Converted
1,243
↑ 18%
Revenue
₹48.7L
↑ 32%
Activities
12,875
↑ 24%
New29%
Contacted20%
Qualified13%
Won15%
Lead inflow · 12 weeks
W-12W-1

Why it matters

Find your top performer, your weakest source, and your biggest pipeline leak — in 30 seconds. Then act on it.

30 sec

Find your top performer before your Monday meeting

Open the Sales dashboard. Team Performance tab. See who's ahead, who's behind, and by how much — before your coffee is cold.

By source

See which portal wastes your budget

Lead Analytics breaks conversion rate by source — IndiaMART vs 99acres vs Facebook vs WhatsApp. The weakest source reveals itself, not after a quarter of spend, but this week.

< 1 min

Numbers you can act on, not a stale screenshot

The Executive Dashboard shows 'Updated < 1 min ago' — a specific UI indicator, not a marketing phrase. Your Monday review starts with current numbers.

How Cratio analytics works

Everything you need to track sales — built in. No BI tools. No setup.

01 · DASHBOARDS

See your business clearly from day one

Pre-built dashboards for every role — no setup, no blank screens.

  • Sales & lead dashboard — pipeline, conversion, source performance
  • Call analytics — telecaller activity, connection rate, outcomes
  • Team performance — tasks, follow-ups, response time
  • Works from day one — no configuration needed

Login on Monday. Numbers ready.

Sales dashboard · Live
Total leads
7,842
↑ 28%
Converted
1,243
↑ 18%
Revenue
₹48.7L
↑ 32%
Tasks
12,875
↑ 24%
Sales pipeline
New
2,432
Contacted
1,982
Qualified
1,243
Proposal
843
Won
512
Leads by source
IndiaMART24%
Google Ads21%
Website16%
Facebook14%
Call analytics
↑ 16%
1,982 connected
Team performance
AK
PR
RV
MJ
KT
SN
02 · REPORTS

Get answers in seconds, not spreadsheets

Ready reports for leads, calls, revenue, and tasks — already structured.

  • Lead source performance and conversion
  • Revenue tracking and pipeline view
  • Call reports and team activity
  • Task and follow-up tracking

Filter, view, and export when needed.

Reports · 10 ready-made
Reports
All Reports
Leads
Calls
Revenue
Tasks
Team
Report NameTypeDate Range
Lead Source PerformanceLeadsMay 1 – May 31
Revenue & Pipeline ReportRevenueMay 1 – May 31
Call Activity ReportCallsMay 1 – May 31
Team Activity ReportTeamMay 1 – May 31
Task & Follow-up ReportTasksMay 1 – May 31
FilterViewExport
03 · CUSTOM REPORTS

Build exactly what you want to see

Create your own reports without technical knowledge.

  • Choose data: leads, calls, tasks
  • Filter by date, team, source, or status
  • Track conversion, response time, pipeline value
  • Save and reuse your reports

No SQL. No external tools.

Custom report builder
Choose Data
Leads
Calls
Tasks
Revenue
Users
Date RangeMay 1 – May 31
TeamAll Teams
SourceAll Sources
StatusAll Status
Conversions over time
Pipeline value
Save report
04 · LIVE INSIGHTS

Data that helps you act, not just review

Track performance in real-time and take action immediately.

  • See response time and follow-up delays
  • Identify top performers and bottlenecks
  • Drill into any number to see details
  • Export data when needed

Know what to fix — before it impacts revenue.

Live insights · Real-time
Response Time
2m 15s
Good
Follow-up Delays
28 Leads
Needs Attention
Top Performer
Ajay Kumar
32 Conversions
Pipeline at Risk
14 Deals
At Risk
Live activity
Live
18
Activities
9 AM11 AM1 PM3 PM5 PM
Active users24
Calls today1,982
Conversations3,421

Numbers that close the loop.

Operational reporting for the manager who runs the team — not BI for the board room.

Leads this week

284

+18%

1

Live ₹ value across stages

Connected calls

1,247

+9%

Pipeline value

₹12.4Cr

+₹1.2Cr this week

2

Source ROI at a glance

Win rate

23%

+3%

3

Who's hitting the number, today

Leads by source — last 30 days

IndiaMART

85%

99acres

60%

JustDial

45%

Facebook

35%

MagicBricks

20%

Web forms

15%

Rep leaderboard

1

Priya

47 calls · ₹2.4Cr

2

Ramesh

41 calls · ₹1.8Cr

3

Fatima

38 calls · ₹1.5Cr

4

Suresh

32 calls · ₹980L

Reports for Every Business

Six ready-to-use reports — plus unlimited custom ones, no SQL needed.

Leads Pivot

Leads grouped by owner and stage, with source and won/lost breakdowns.

Lead Aging

Stale leads sorted by inactivity, with risk indicators.

Revenue Forecast

Projected revenue from active pipeline, by source and owner.

First Response Summary

Lead response time by owner — speed and missed leads.

Daily Call Tracker

Each rep's daily calls vs. target, with connection rates.

Tasks Report

Tasks by owner, due date, status, and priority — filterable.

CUSTOMER STORY · B2B RETAIL, MADURAI

I used to ask my team for numbers and get a pivot table on Friday. Cratio's manager KPIs and telecaller leaderboard show me Dialled, Connected and Connect-% per rep — by 10 a.m., on the phone. The conversation moved from 'what did you do' to 'why didn't this convert' — and that's the better one.

SS
Sandeep Sundaram · Sales Manager · Janaki Tiles & Sanitaryware, Madurai
RESULTS
Reports refreshed
Live
Coaching conversations / week
14
Pivot-table builds / week
0
FAQ

Analytics & Reports — common questions

Yes. All reports reflect live data as your team works — no scheduled refresh, no stale exports.
SEE IT IN ACTION

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