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Prebuilt support and sales reports or tailor-made views powered by volbor's query language. Select a date range, duplicate a template, and adjust filters. No SQL, no bottlenecks, and no full-time data analyst required.
Who It's For
You own queue health, response times, and shift performance. Standard conversation and SLA reports open in seconds. When you need an exact breakdown like "agents by queue yesterday" that isn't prebuilt, simply duplicate an existing report and keep the exact columns you need.
You need lead-to-deal conversion rates, win rates, and lost reason breakdowns—not vanity metrics. Pull up a pipeline report, isolate the date range and funnel, or craft a targeted query to answer board-level questions instantly.
You don't need a dedicated data analyst or weekend spreadsheet wrangling. Start with prebuilt reports, clone and tweak them as needed, and share the exact live view with co-founders or investors via a single link.
Daily Workflow
Core operational metrics are ready out of the box: conversation overviews, wait times, first response time (FRT), SLA compliance, volume by agent, queue, and channel, routing operations, sales overviews, conversions, win rates, pipelines, stage velocity, and product performance. Pick a week, month, or custom range and review clean metric cards and tables—not messy raw dumps.
When an out-of-the-box template is almost right but has extra columns or needs a different grouping, just duplicate it, tweak the dimensions and filters, and save. The original template stays untouched, preserving shared team baselines while giving you the exact view you need.
"Which evening shift agents are handling the bulk of the queue?" "At what stage do deals stall for over a week?" "Which lost reason is spiking in this pipeline?" Describe your metrics, dimensions, and conditions using volbor Query Language—without writing SQL or waiting on a BI ticket until Friday.
Date range, time zone, and active filters are encoded directly in the report URL. Colleagues see the exact same interactive data slice—not a blurry chat screenshot or an outdated spreadsheet.
How to Build
No need to fear the blank screen: starting from an existing template is almost always faster. Our query language reads like plain English, not cryptic database code: specify data source, choose fields and metrics, and set conditions. Every report in the catalog serves as a ready-to-use template.
Browse the report catalog and find the closest match by name or keyword search.
Inspect the out-of-the-box report or start a fresh query if nothing matches.
Duplicate the template or write a query: select fields to display, group by dimensions, and filter conditions.
Define the date range and apply relevant filters (queue, pipeline, product, or agent).
Save your report and share the live URL with your team.
Beyond Basic Dashboards
Standard analytics dashboards answer "how are we performing overall today?". The Custom Report Builder answers "I need this specific data slice to take action right now". Select precise metrics, dimensions, and filters: conversations by agent, SLA breaches, lead conversion rates, or deal loss reasons. The query isn't database SQL or a bloated CSV dump—it's volbor QL: what to aggregate, how to slice it, and what to filter out.
Analytics DashboardFor standard operational questions, you never start from scratch. The catalog provides ready-made reports for support, routing, and sales—complete with search, date ranges, interactive tables, and CSV exports. Custom reports are there when prebuilt views aren't enough, not as an unnecessary hurdle.
Use Cases
You manage queues and shifts, not vanity charts. Conversation reports show incoming, resolved, and abandoned volume. Agent reports show who closes tickets and who reassigns them. SLA and first response time reports highlight where bottlenecks occur. When you need a slice like "evening shifts × Tier-2 queue × escalated tickets only", duplicate an existing report or build your own query in seconds instead of requesting monthly BI exports.
The question isn't just "how many form fills came in?", but "which leads turned into closed deals?". Lead-to-deal conversion reports and underlying records show whether marketing traffic converts or drops off before sales engagement. A custom query isolates channels and pipelines to bring objective clarity to marketing vs. sales debates.
Win rates, lost reasons, pipeline forecasts, stage duration, and product-specific deal flow are ready whenever you need standard metrics. Custom views shine when the board asks for granular specifics: one pipeline, one product tier, and loss reasons over a specific quarter. Saved pipeline filters and live shareable links eliminate manual reporting decks.
Ecosystem
The Report Builder answers targeted questions across structured data tables. It works hand-in-hand with live shift monitoring, end-to-end attribution, and AI QA.
Why You Need ItFull-funnel attribution and UTM tracking when you need to follow customer journeys all the way to payment.
If You Don'tYour custom reports look polished, but conversation drop-off bottlenecks remain hidden.
Why You Need ItMonitor queue depth and FRT in real time. Custom reports analyze historical periods, not live spikes.
If You Don'tYour morning report reveals queue failures, but the shift collapsed hours ago at 10:15 AM.
Why You Need ItSLA breach metrics originate from live ticket countdown timers and lifecycle rules.
If You Don'tYour SLA column sits empty or is based on rough guesswork.
Why You Need ItSpeed and volume without sentiment and response quality provide an incomplete picture.
If You Don'tReports claim high ticket throughput while service protocols and customer satisfaction deteriorate.
Why You Need ItWin rates and pipelines rely on structured deal stages that an inbox alone cannot provide.
If You Don'tSales and management argue over conflicting spreadsheets again.
FAQ
The volbor Report Builder combines a catalog of prebuilt support, routing, and sales reports with the flexibility to duplicate views or create custom queries using volbor QL. Analyze historical periods, interactive tables, and metric cards directly in the platform—without needing an external BI system.
Standard dashboards show high-level operational health. The Report Builder is designed for granular analysis: custom groupings, compound filter logic, and deep links to share specific datasets with teammates. One workspace, two distinct objectives.
You select what metrics to calculate, how to group dimensions, and what conditions to filter by. It uses volbor QL—an intuitive query language, not database SQL. You can open any prebuilt report, clone and edit it, or write a new query from scratch if no catalog template fits.
Open the Reports section in your dashboard. Select the closest template from the catalog or click create new. Set your date range, apply optional queue, pipeline, or product filters, save your report, and copy the shareable link.
No SQL is required. Queries are constructed using volbor QL: choose the dataset source, fields to display, and matching criteria. It reads like a logical business rule, not developer code.
Both workflows are fully supported. For standard questions, use prebuilt reports. If a template is close, duplicate it and adjust columns. If you need a unique view, write a custom query and save it to your library.
Simply copy the URL and send it to your team. Date ranges, time zones, and active filters are encoded in the link, ensuring your colleague sees the exact same interactive data slice—not an outdated static export.
The catalog includes: conversation overview, conversations by queue, agent, and channel, wait times and first response time (FRT), SLA compliance, routing operations, sales overview, lead-to-deal conversion, win rate and lost reasons, pipeline forecasts, stage duration, and product performance.
The dashboard provides an executive overview of core KPIs with jump links to deeper views. The Report Builder allows you to work inside the data: duplicate templates, author queries, change timeframes, and share custom URLs. They are two complementary tools, not redundant views.
Analytics DashboardNo. Contact segments group individual customers for targeted broadcasts and outbound flows. The Report Builder aggregates operational metrics across conversations, queues, and deal pipelines. They serve completely different purposes.
Yes. Support and routing reports export as clean CSV/tabular data, while sales reports include relevant CRM deal attributes. Live deep links remain the fastest way to share interactive data without dealing with static files.
Launch a prebuilt report or write a tailored query with volbor QL. Custom timeframes, precise filters, and shareable links—all in one workspace.
