Individual and team reports in Autoklose.

Adam Price avatar
Written by Adam Price
Updated over a week ago

Detailed reports are available for both individuals and team managers. Using the reporting feature you can get insights into what is working and what is not. 

  • Log into Autoklose with your account 

  • Click on the Reports link on the main menu

  • You can filter reports by team members or by campaigns. You can also specify the date range and include only certain team members or campaigns in statistics.

  • CSV export is available in case you want your data in Excel format.

By Members
This section shows you campaign statistics sorted by team members. You can compare the relative performance of your team based on the overall campaign statistics.

If you want to include or exclude certain team members, please use the Member dropdown.
Go more into detail with the Campaign Statuses dropdown.

Specific periods can be selected in the Choose Date field.

All or only selected statistics can be exported using the "Export to CSV" button.

By Campaigns
Once you found out which team members have the best campaigns, it is worth comparing individual campaign data and drill down into what works. You can do this by selecting the best converting campaigns on this tab and ordering them by the appropriate column of interest.

If you want to include or exclude certain campaigns from certain members of the team, please use the filters on the right side.
Filters can be combined, and there is an option to see and compare statistics from one or all campaigns, from one or multiple team members. Date range filter can be used to narrow down the search and selection. Export to CSV option is available for this reporting option too.

If you have any questions do not hesitate to initiate a live chat. 

Happy klosing! :)

Your team!

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