CRM Reports

Activity and pipeline reporting

Exact-forward activity metrics from `crm_activity_events`, plus live pipeline snapshots from `crm`.

Filters

Calls Attempted

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Emails Sent

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LinkedIn Sent

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Replies

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Interested

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Quoted

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Signed

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Closed Lost

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Pipeline Snapshot

Data Quality

Daily Trend

DayCallsEmailsLinkedInRepliesInterestedQuotedSigned

Funnel

Productivity

Average touches per lead

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Average first-touch hours

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Touches per owner

Sequence Health

Stalled > 3d

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Blocked by Instantly

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Pause reasons

Event Drilldown

TimeOwnerTypeChannelLeadBeforeAfter