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.

Book a demo

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.

Outcome
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.

Outcome
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.

Outcome
< 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
CUSTOMER STORY
"

I used to pull five exports every Monday. Now the Executive Dashboard updates under a minute, and the Daily Call Target Tracker tells me which telecaller is off pace by 11 am — one screen, one truth.

HS
Meera Iyer · Sales ops · SaaS inside sales · Chennai
RESULTS
Executive Dashboard refresh
< 1 min
weekly exports replaced
5 → 0
off-pace rep flagged
By 11am
FAQ

Analytics & reports — common questions

Can't find your answer? Write to us at hello@cratio.co.

Leads, calls, follow-ups, team performance, and revenue — all in one place.

Never miss a sales lead again.

Automate. Track. Close. One platform, three capabilities.

Book a demo