---
description: Track and report on sales activities and agent performance.
title: How to Analyze Reports for Sales
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---

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4. How to Analyze Reports for Sales

# How to Analyze Reports for Sales

![Avatar](https://assets2-proxy.respond.io/ph8r57dk1q9w/4IHLTWbmWN0uXBc5x4jthC/59252fcdb357304ce07be76043047b7a/Susan_Swier_Avatar.svg)

Susan Swier

· 04 Apr 2025

2 min read

> In this article, you'll explore methods for effectively tracking and monitoring the activities and performance of your sales agents.

The Reports module provides insights on trends and team performance on the platform. Use it to generate reports for the management team’s planning purposes and keep track of sales agents’ activities and performance.

## Benefits of Reporting for Sales

Use reporting for sales to:

* Get insights on where leads are coming from.
* Track and monitor sales agents’ activities and performance.

## Methods for Reporting for Sales

1. Analyze lead trends and agent performance on the platform.
2. Export historical data to a CSV file from the Workspace Settings.
3. Send real-time data to a Google Sheet or external data warehouse using Workflows.

### Analyze lead trends and agent performance on the platform

> Use this method to view general trends and monitor day-to-day sales activities.

**Method Objectives**

* Track number of new leads.
* Track which Channels leads are coming from.
* Monitor agents’ sales activities.

**How-to**

> Learn more about the [Reports module here](https://respond.io/help/dashboard-reporting/reports-overview).

#### Track number of new leads

Compare New vs. Returning Contacts to see how many new leads have come in and how many conversations are with existing leads or customers.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/4ZwJ83M5tfMnFxZdXlRaTH/69517592733df5a0ece03bfee7c90443/reporting-4-sales-track-no-new-leads.png?fm=avif&w=1000) 

Go to Reports module > Conversations > Conversations Opened > select **Contact Type** in the _Group By_ drop-down list > select the date range.

#### Track the Channels that leads are coming from

Find out where the majority of leads are coming from by tracking messaging Channel sources. You can view this in the Messages report tab.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/5dtqQNVzTHCHzXOBX6BK4g/6ded66cdd4563d18a73489b9c06d6487/reporting-4-sales-track-channels.png?fm=avif&w=1000) 

Go to Reports module > Messages > Incoming Messages. View all Channels or use the filter to select the Channels that you want to display.

#### Monitor Agents’ Sales Activities

> Learn more about [Closing Conversation Summaries here](https://respond.io/help/sales-use-case/track-productivity-by-closing-conversations).

Use the information from Conversation Categories and Summaries to track relevant sales activities and gauge agent productivity. You can see how many conversations agents are having and what the result of those conversations are, e.g. _qualified lead_, _deal won_, _deal lost_.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/1yscuNp2lAt8rmjdF0GdJU/4224b6998c38b9e81e54de5d8305041f/reporting-4-sales-monitor-agents.png?fm=avif&w=1000) 

Go to Reports module > Conversations > Conversation List. View the agent and lead names, how many messages were sent, the conversation category and the summary of sales activity completed.

### Export historical data to a CSV file from the Workspace Settings

> Use this method to get historical sales data.

**Method Objective**

* Export historical data on Conversations and Messages.

**How-to**

#### Export historical data on Conversations and Messages

> Learn more about [exporting data here](https://respond.io/help/workspace-settings/data-export).

Use the Data Export feature to export Conversations and Messages for in-depth analysis.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/5YiZltONs3CRc5eMG0YoeK/61d6acb49e7c6e5ec94eed3cd2cacc2f/data-export-reporti.png?fm=avif&w=1000) 

Go to Settings module > select Data Export under Workspace Settings > choose the data to export > set the date range in the drop-down list (only available for **Conversations**, **Messages**, and **Failed Messages** data) > click **Export Data** to be begin the process. Once it’s ready, download the file from the Data Export History table anytime within 7 days.

#### Messages Data Details

By downloading Messages data, you’ll get records of all messages sent from the Workspace within the selected date range. Messages data includes Date & Time, Sender ID, Sender Type, Contact ID, Message ID, Contact Type, Message Type and Content of the message.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/4tXfGUUc1EfMbxqWisLyuo/2d704af7316b3f200b3539af32d24807/3-a-messages-data.png?fm=avif&w=1000) 

#### Conversations Data Details

By downloading Conversations data, you’ll get records of all closed conversations from the Workspace with the selected date range. Conversations data include Conversation ID, Date&Time Conversation Started, Date&Time Conversation Resolved, Contact ID, Assignee, Number of Outgoing Messages, Number of Incoming Messages, Date&Time First Response, Resolver, First Response Time, Resolution Time, Category and Summary of the conversation.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/H0bD0UGWGx0uJsrrxy5tW/40c1fd344f5b5953e79bda183b5e5c83/3-b-conversation-data.png?fm=avif&w=1000) 

### Send real-time data to a Google Sheet or external data warehouse using Workflows

> Use this method to get real-time report on Conversations and send to a data warehouse.

This method allows you to export selected real-time data updates for closed conversations in the Workspace. Export the data automatically to a Google Sheet or an external data warehouse using Workflows for consistent and uniform data collection based on your business needs.

**Method Objective**

* Update information about closed conversations with leads in real time and export it for analysis.

**How-to**

#### Update information about closed conversations with leads in real time and export it for analysis

> Learn more about [Workflow Trigger Variables here](https://respond.io/help/workflows/workflow-triggers#trigger%5Fconversation%5Fclosed).

Automatically save and export information when a conversation is closed using Trigger Variables from Workflows. For sales, you may want to look at the _conversation category_ and _conversation summary_.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/3b0ORxerp2w5hS6rGk5wGG/a377703c903ac1430751e72f8edc5d47/reporting-sales-trigger-2.png?fm=avif&w=1000) 

Set Trigger to Conversation Closed > select the preferred Trigger Conditions > use the Trigger Variables list in the toggle as a reference for specific data you choose to export based on your business needs.

Apply the relevant Trigger Variables in the configuration of the Add Google Sheets Row Step or HTTP Request Step to automatically send selected closed conversation data to a Google Sheet or a data warehouse.

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## 

Related articles 👩‍💻

* [Organizing Lifecycle Stages for Accurate ReportingLearn how to correctly move Lifecycle Stages to ensure accurate reporting in respond.io. ](/help/reporting-and-analytics/how-to-move-an-existing-lifecycle-stage-from-primary-to-lost)
* [How to Supervise Sales AgentsSupervise and manage sales agents on the respond.io platform. ](/help/reporting-and-analytics/supervising-sales-agents)
* [How to Track Productivity by Closing ConversationsUse the Close Conversation feature to track sales agent productivity. ](/help/reporting-and-analytics/track-productivity-by-closing-conversations)
* [How to Analyze Reports for SupportKeep track of all the metrics relevant for your support performance and conversations. ](/help/reporting-and-analytics/reporting-for-support)
* [How to Supervise Your Support AgentsAllow managers to identify issues on a daily basis and task agents to solve the issues. ](/help/reporting-and-analytics/supervising-your-agents)

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2025-12-05T03:58:13.470Z

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