Report e dashboard
Crea report raggruppando qualsiasi oggetto per qualsiasi campo, con conteggio, somma o media, grafici a barre/torta/tabella ed esportazione CSV. Programma riepiloghi via email e costruisci dashboard a modo tuo.
- Raggruppa e aggrega qualsiasi oggetto
- Grafici, tabella ed esportazione CSV
- Consolidazione multivaluta nella valuta di base
- Service analytics: ready-made reports that become your own, findings with cause and action, milestone compliance and a volume forecast that refuses to forecast without history.
Gratis in Sellio, paghi solo la macchina
BI e reportistica avanzata di solito sono componenti aggiuntivi a pagamento. Qui sono inclusi: paghi solo per la macchina.
Report su qualsiasi oggetto
Raggruppa, conta, somma e calcola la media di qualsiasi dato del CRM, inclusi gli oggetti che hai creato tu stesso.
Grafici che comunicano all'istante
Barre, torte e tabelle trasformano i numeri grezzi in una risposta che la dirigenza coglie con uno sguardo.
Numeri globali senza confusione
La consolidazione multivaluta somma le operazioni tra valute in un unico totale coerente per decisioni solide.
Il report arriva da te
I riepiloghi via email programmati recapitano i tuoi indicatori nella casella di posta senza aprire il sistema.
Porta i dati ovunque
Esporta in CSV in qualsiasi momento: i tuoi numeri sono tuoi, senza vincoli.
Report su qualsiasi oggetto, inclusi quelli personalizzati
Consolidazione automatica di più valute in quella di base
Report via email programmati, condivisibili con il team
Age runs on the clock and the target runs on business hours: two readings with different names, never two numbers with the same name.
Dal dato alla decisione
Scegli l'oggetto, il raggruppamento, la metrica e i filtri. Visualizzalo come barre, torta o tabella ed esporta con un clic.
Consolidazione multivaluta
Le trattative in valute diverse vengono convertite nella valuta di base usando i tassi che imposti, così il totale non mescola valute.
Riepiloghi in automatico
Programma un riepilogo periodico del CRM via email e condividi i report salvati.
Ready-made service reports
Whoever handles support used to open the reports screen facing a blank sheet and had to know by heart that the object is called ticket and the field is group, not team. Now there is a library of ready-made reports on the ticket: cases by status, open by priority, by channel, by category, open by team, a month-by-priority pivot, a week-by-channel pivot and a resolution cohort (of the cases opened each month, how many did I close). One click turns a preset into a report of your own, named in your language; from there it is an ordinary report, editable, shareable, exportable and schedulable like any other, with no separate engine behind it. "Open" in the presets is the same definition as the panel backlog, status outside the resolved set, so the two never disagree. CSAT, NPS, calls and incidents deliberately do not become presets: they live in tables the generic report cannot reach, and a preset that opened empty would be worse than none; their reading is the analytics tab of the console.
Service analytics · findings, milestones and forecast
The analytics tab of the console answers what no screen answered before: how long the queue has been sitting, how much of each promised milestone was met, how much escalated, what voice, bot and messaging have been doing, what incidents cost in tickets, where the volume is heading and, at the end, what to do. Every number arrives calculated by the server, so no two screens quietly disagree about the same figure. Two readings that look alike and are not: age runs on the clock, calendar time since the ticket was created, and the target runs on business hours, the SLA promise with pauses discounted. The findings (SLA below target, more coming in than going out, an aging queue, reopenings, escalation, a channel below average, a recurring root cause, a knowledge gap) come with the numbers that support them, a likely cause and an action, ordered by weight, and every detector requires a minimum base: three tickets are not a drop in satisfaction, they are three tickets. Compliance is per milestone, first response, next reply and resolution, not resolution alone: next reply is every time the customer comes back after already being answered, and only cases that had a target enter the count. Queue age comes in bands (under a day, one to three, three to seven, over a week), overall, per queue and per agent, with the oldest case in sight. Bot containment has three outcomes, not two: contained without a human, handed off to a human, and asked for a human and nobody came, which is an abandoned queue and used to hide inside the containment number. Escalation only counts what has the trace of a time rule, an unavailability or a reassignment; a manual change of owner does not count, because guessing would inflate the rate. Voice, messaging and incidents each get their own reading, because a WhatsApp conversation is not a ticket and an incident is measured by what it cost in cases and by the root cause that keeps coming back, with incidents lacking a root cause shown as explicit debt. The volume forecast is trend plus a day-of-the-week index, so Saturday is not projected as if it were Tuesday, and it requires two full weeks of history: without them it declares itself unreliable instead of drawing a confident line through noise. Where there is no base the screen shows a dash, not 0%: nobody met the target and there was nothing to meet are different statements.
- 1
Scegli un oggetto e definisci raggruppamenti e metriche.
- 2
Scegli il grafico: barre, torta o tabella.
- 3
Attiva la consolidazione multivaluta quando serve.
- 4
Programma l'invio via email o esporta in CSV.
La dirigenza vuole il numero ogni lunedì
Programma un riepilogo via email e gli indicatori arrivano pronti, senza lavoro manuale.
Operazioni in più Paesi
La consolidazione multivaluta somma tutto in un totale che puoi davvero confrontare.
Capire il funnel per origine
Raggruppa le trattative per origine e un grafico a barre mostra all'istante dove investire.
SLA dropped and nobody knows why
The findings point out whether it was a channel below average, an aging queue or more coming in than going out, each with the numbers and an action. Whoever supervises acts on the heaviest one instead of opening five reports.
Come funziona la creazione di un report?
Scegli l'oggetto, il raggruppamento, la metrica (conteggio, somma o media) e i filtri, e il risultato viene mostrato come barre, torta o tabella.
Posso creare report sugli oggetti che ho creato io stesso?
Sì. I report funzionano su qualsiasi oggetto del CRM, inclusi quelli personalizzati che hai creato.
Quali tipi di grafico sono disponibili?
Barre, torta e tabella, più l'esportazione CSV in qualsiasi momento.
Posso esportare i dati del report?
Sì, l'esportazione CSV è disponibile in qualsiasi momento, i tuoi numeri sono tuoi.
Come funziona la consolidazione multivaluta?
Le trattative in valute diverse vengono convertite nella tua valuta di base usando i tassi che imposti, così il totale non mescola mai le valute.
Posso ricevere i report via email automaticamente?
Sì, puoi programmare un riepilogo periodico via email.
Posso condividere i report con il mio team?
Sì, i report salvati possono essere condivisi con il team.
Quali metriche di aggregazione posso usare?
Conteggio, somma e media su qualsiasi campo dell'oggetto scelto.
Can I try it for free?
Yes. Every new account gets 14 days of full access, no card. After that, features follow the per-user plan you choose; the full matrix is on the Plans page.
Why does the volume forecast sometimes not show up?
Because it requires at least two full weeks of history for the day-of-the-week index to have a base. With less than that, the panel declares itself unreliable instead of forecasting over noise.