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Reports & AI performance reviews

Numbers your whole team agrees on.

Dashboards for every role, a funnel you can drill into, reports you build in a minute — and AI reviews that cite the records behind every point.

One metrics engine: the same number on web, mobile and PDF You define every formula — versioned and audited AI explains the numbers; it never calculates them
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Dashboard
Sample data
Sat Sun Mon Tue Wed Thu Fri
AI explains this weekconfidence 84% · simulated
METRICFigures from the metrics engine, formula v3
Key capabilities

Everything you need to run on numbers

From the agent’s morning list to the board pack — one source of truth, built on definitions you control.

Dashboards per role Agents, team leaders and managers each open the view that fits their job — permissions decide what they can see.
Funnel with drill-down See where leads drop, then click any stage to break it down by source, campaign or agent.
Custom report builder Pick a metric, group it, filter it and save it to a dashboard — no spreadsheet exports.
Metric definitions you own Write the formula once. Every chart, export and review uses the same version.
Scheduled reports Daily, weekly or monthly PDF and CSV reports delivered by email and in-app.
AI performance reviews Evidence-linked coaching drafts that managers approve and employees can dispute.
Funnel & drill-down

Find the leak, then find the reason

Every stage shows volume and step conversion. Click a stage to split it by source, campaign, agent or any custom field — and jump straight to the leads behind the number.

Stages come from your own pipelines Break down by any field, including custom fields Every number opens the exact list of records
Explore reports
Lead funnel · this monthSample data
Select a stage to drill down by source.
count · to next stage
Custom report builder

Answer your own questions in a minute

Choose a metric and how to group it. The chart updates instantly, using the same definitions as every dashboard. Save it, share it or schedule it.

Metrics, group-by, filters and date ranges Bar, line, table and funnel views Save to any dashboard or schedule as PDF
Open the full builder
Report builderTry it
METRIC
GROUP BY
Sample data
METRIC
Metric definitions

Define it once. See the same number everywhere.

Arguments about whose number is right end here. Admins build each metric from clear building blocks, set the time window and exclusions, and publish a new version when the business changes.

Formula chips anyone can read Versioned with an approval trail Used by dashboards, exports, mobile and AI reviews
Contact rateMETRIC
Leads with a connected call ÷ Leads assigned × 100
Window: first 48 hours after assignment Excludes duplicates and wrong numbers Version 3 · approved by Hossam · 2 Oct 2026
Conversion rateMETRIC
Won deals ÷ Qualified leads × 100
Window: lead created in the selected period Grouped by first-touch campaign Version 2 · approved by Hossam · 14 Aug 2026
Same number everywhere
Dashboard68.2%Formula v3 ✓
Mobile app68.2%Formula v3 ✓
Weekly PDF68.2%Formula v3 ✓
Scheduled reports

The right report lands before the meeting starts

Schedule any report or dashboard. Recipients get a clean PDF or CSV by email and in-app — filtered to what their role is allowed to see.

Daily, weekly, monthly or custom times in your time zone PDF, CSV and in-app delivery Respects roles and permissions per recipient
Scheduled reportsSample data
AI performance reviews

Coaching with evidence — and a human in charge

AI drafts a review from the metrics engine and the activity log. Every observation links to the records it is based on. Managers approve before anyone sees it, and employees can dispute any point.

Monthly performance reviewconfidence 82% · simulated
KHKarim H.Sales agent · 1–30 Sep 2026
METRIC66%Contact rate
METRIC91%Follow-ups on time
METRIC9Won deals
AIStrength Clear next steps: 84% of his calls end with a booked follow-up or viewing. Based on 118 calls · open records
AITo improve Leads from evening Meta forms wait 3× longer for a first call than daytime leads. Based on 22 leads · open records
HOW A REVIEW MOVES
METRIC The metrics engine calculates Deterministic formulas you define and version Identical numbers across every screen and export Auditable: every figure traces back to records
AI AI explains Summarises trends and likely reasons in plain language Suggests coaching points with linked evidence Shows confidence and is labelled “simulated” in demos
See AI performance in the app
How it works

From raw activity to decisions in four steps

Most teams have their first dashboards live on day one.

01 Define your metrics Start from ready-made definitions or write your own formulas.
02 Build role dashboards Drag widgets into views for agents, team leaders and managers.
03 Schedule and share Send reports automatically to the people who need them.
04 Review with evidence Use AI drafts to coach — approved by managers, open to dispute.
Use cases

Built for the meetings you already have

Each role gets the view it needs, from the same trusted numbers.

Sales manager
Weekly pipeline review Open the funnel, drill into the stage that dropped and assign actions in the same screen. Review time down by 50%
Team leader
Daily stand-up Overdue follow-ups and unassigned leads per agent, ready at 8:30 every morning. Overdue follow-ups down by 40%
Marketing
Campaign ROI Cost per lead and revenue by campaign and ad set, from first touch to won deal. Budget moved to the best 3 campaigns
Owner / CEO
Monthly board pack A scheduled PDF with pipeline value, conversion and team performance. Board pack ready in 5 minutes
Expected outcomes based on typical results — not a guarantee.
FAQ

Questions about reports & AI reviews

Can’t find your answer? Our team will walk you through it.

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See your own numbers in Subul CRM

Book a 30-minute demo and we will build your first role dashboards with your stages and sources.