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Per-module reports (CRM, Payments, Sales and more)

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

Beyond the core support reports, each ConversaLabs module brings its own analytics, usually inside the module's own area (and, in some cases, also consolidated in Reports). This way you track not only conversations, but the whole business cycle: pipeline, billing, targets, cadences, bookings and products.

The modules with the most relevant analytics are:

  • CRM: deal progression through the pipeline/kanban, values and conversion per stage.
  • Payments: charges by status (pending, paid, overdue), revenue and subscriptions.
  • Sales & Gamification: targets, commissions, ranking/leaderboard and the live wall panel (TELÃO).
  • Follow-ups: cadence funnel, enrollments, progress and exit.
  • Calendar: bookings made, canceled and rescheduled.
  • Catalog & Commerce: products and orders generated in conversations.

Prerequisites

  • Permission to access reports and the matching module.
  • The module must be enabled for the account (many are optional/per-plan or depend on a permission/feature).
  • In modules with owner-based isolation (for example, Sales), you'll only see the data you have access to according to your role.

Step by step

  1. Open the module you want in the sidebar (CRM, Payments, Sales, Follow-ups, Calendar or Catalog).
  2. Find the reports/dashboards area inside the module (summary views, charts or filterable lists).
  3. Set the date range and the module's own filters (for example, charge status, pipeline stage, sales rep, sequence).
  4. Read the consolidated metrics and, when available, open the per-item details.
  5. Export the data (when the module offers it) for external analysis.

Settings & options

  • CRM: filters by pipeline, stage, owner and period; values and deal counts.
  • Payments: slices by status, gateway and period; revenue and charges/subscriptions.
  • Sales & Gamification: targets and target-on-target, commissions, ranking and the real-time wall panel (TELÃO).
  • Follow-ups: enrollment funnel, completed steps and exit reasons.
  • Calendar: bookings by event type and status.
  • Catalog & Commerce: products sent and orders registered in conversations.

Use cases

  • Forecast revenue by tracking the CRM pipeline and the charges in Payments.
  • Motivate the sales team with ranking, targets and the live wall panel.
  • Measure how effective Follow-up cadences are at recovering opportunities.
  • Assess Calendar occupancy and Catalog performance in conversations.

Tips, limits & best practices

  • Each module has its own metrics and filters — standardize the date range when comparing with the core support reports.
  • In Sales, remember owner-based isolation: managers and reps may see different slices.
  • Combine the module numbers with the conversations/agents reports to understand cause and effect (support volume × business result).
  • Export CSV when you need to consolidate data from several modules into a single report.

Troubleshooting

  • I don't see the module: it may not be enabled for the account or your role — talk to an administrator.
  • The numbers don't match expectations: check the date range, filters and owner-based isolation.
  • No export option: not every module offers CSV; use the filters and views available on screen.
  • Empty data: there may be no activity in the period (charges, deals, bookings) or the filters are too narrow.

See also