Lead → win, source attribution, and budget: the reports owners ask for.
Campaigns · Budget · Reports · Lead → Win
Performance turns quote requests into honest funnels: contact rate, quote start rate, win rate, source attribution, and budget snapshot, exportable when you need the file.
Pipeline metrics from your real quote requests.
KPIs, lead → win funnel, source table, and budget snapshot sit on one Reports board, with drill-downs for team activity, producer scoreboard, won/lost reasons, and retention.
- Contact rate and quote start rate on the board
- Source attribution with contact and win %
- Export CSV / print when finance asks
What Performance is for.
Defend the spend
Budget snapshot shows allocated vs reserve next to outcomes.
Funnel honesty
Requests → contacted → quote started → won.
Producer scoreboard
Individual production without a custom BI project.
Retention performance
Keep service outcomes in the same reporting home.
Every key program in the app has a page.
Customer CRM, Sales & Pipeline, Service Desk, Executive, Team, Performance, Marketing Studio, CallMaster, and more. Same operating system.
Today / Agency home
Agency snapshot, quote queue, open tasks.
02Customer CRM
Customer 360, households, X-date renewals.
03Executive
Start My Day production and agency health.
04Sales & Pipeline
Quote pipeline stages and sales floor.
05Quote Desk
Intake, ownership, next action.
06Service Desk
CSR queue, policy work, claims, comms.
07Marketing Studio
Month plan, mailer, email, social.
08Team
Staff activity, coaching, scoreboards.
09Lead Accountability
Ownership, contact rate, stalled work.
10CallMaster
AI training, duos, challenges, rewards.
11Agency Admin
Onboarding, roles, integrations.
12Speed to Lead
First-touch timing as an operating habit.
13What We Replace
Tool stack replace map.
Want reports that match what staff actually did?
See Performance Reports with live pipeline metrics in a QuoteMasters HQ demo.