Help centerDecision maker

Reading results (for observers)

Watch the funnel and reports without operating: what each number means and how to ask for a report.

If you only watch results — a traffic manager or a partner — you follow the funnel without operating anything.

What you see

  • Pipeline — the lead funnel as a board (kanban)
  • Leads — captured contacts with their source (site, Telegram, WhatsApp)
  • Reports — period numbers: entered, became conversation, taken over, won

What the numbers mean

  • Entered: contacts the Agent captured (top of funnel)
  • Qualified: who the Agent engaged and qualified
  • Taken over: conversations that needed a person — many handoffs may signal a knowledge gap
  • Won / Lost: the commercial outcome, where you read channel ROI

Observer guide

Observer guide (PDF)A short guide to reading the funnel and reports without operating: what each number means and how to ask for a report.