Results reports
Cycle: The company’s results cycle and weekly review: where it wins, where it gets stuck, and each action turned into a task for the owner in one click.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
| Report | What it shows |
|---|---|
| Cycle | The company’s results cycle and weekly review: where it wins, where it gets stuck, and each action turned into a task for the owner in one click. Admins only. |
| Overview | Conversations, AI service, response time, and satisfaction. |
| Sales | Revenue by pipeline and by source, conversion by stage, and stalled deals. |
| By sales rep | Performance of each person on the sales team. |
| Marketing | What was published and the contacts and sales that came from each channel and campaign. |
| Schedule | Utilization, no-shows, and cancellations by professional and service. |
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Where to find it in Cognizy