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QuantixOne
Reporting & Analytics

Data-Driven Intelligence for Scaling CRM Operations

Unlock actionable insights across your sales funnel, contact databases, workflow automations, and support response matrices with clean visual reporting.

Main Overview
The Bottleneck

Operating blind prevents revenue growth.

Without cross-channel correlation, finding which campaigns deliver actual conversions is highly complex.

Siloed data prevents cross-channel marketing analysis

Unknown sales leaks in the opportunity pipeline

Difficult to track team performance and response times

Features

Comprehensive Insights Dashboard

Contacts & Growth Reports

Real-time contact KPIs, list growth trends over time, and breakdown segmentation by source and status.

Opportunities & Sales Funnels

Analyze deal stages, conversion velocities, source attributions, and pipeline loss-reason breakdown metrics.

Omnichannel Conversation Volumes

Track total messages volume, daily active dialogs, and channel breakdown (WhatsApp, Web Chat, and Voice).

Task KPIs & Agent Leaderboards

Monitor task completion rates, overdue tickets, completion timelines, and visual agent performance scoreboards.

How It Works

1

Filter Timeframes & Channels

Refine your view using the calendar date-picker and channel filters (like WhatsApp, Web Chat, or Voice).

Filter Timeframes & Channels Preview
2

Explore Dynamic Dashboards

Watch your dashboard populate with visual graphs mapping contact growth, sales funnels, and agent productivity.

Explore Dynamic Dashboards Preview
3

Download & Schedule Reports

Click the export button to download clean CSV datasets or configure automated email reports for stakeholders.

Download & Schedule Reports Preview

Intelligence Tailored to Your Funnel

Executive Decision Making

Harness multi-tenant data pipelines to construct visual campaign overview decks and budget allocations.

Custom Visual Charts

Conversion Optimization

Spot bottlenecks in lead scoring or form submissions and refine auto-responders to elevate booking ratios.

Bottleneck Identification

Scheduler & Meeting ROI

Audit calendar bookings, evaluate meeting show-up rates, and distribute round-robin lead allocation models.

Performance Audits

Start Monitoring Your CRM Metrics

Integrate omnichannel data tracking and construct decision-grade dashboards in minutes.

Frequently Asked Questions

Frequently Asked Questions

Yes. Dashboards update instantly as events occur (e.g., when an opportunity moves stages, a form is filled, or a call completes).

Absolutely. All metrics and tabular data can be exported to CSV or PDF formats directly from the dashboard.

Yes, reports can be filtered by organization, sub-account, specific date ranges, conversion goals, or assigned team members.

Yes, our advanced tier allows you to build custom cohort metrics to track customer retention and recurring lifetime value (LTV).