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Reporting & Analytics at a Glance

This page shows where the numbers come from and how they flow through Pragma Reporting β€” from raw data to CSV export. No technical knowledge required.

Data flow in reporting​

What does each section show?​

Overview (KPI tiles)​

The most important numbers at a glance β€” total leads, hot leads, sync rate, AI coverage and more. You can rearrange the order via drag & drop and pin tiles as favourites so they always appear at the top.

Conversion funnel​

Shows how many leads reach each pipeline stage:

100 leads β†’ 60 qualified β†’ 30 proposals β†’ 12 won
                                           β†’ 12% conversion

Immediately visible: where you lose the most leads.

Revenue forecast​

Pragma calculates three scenarios from the current pipeline:

ScenarioMeaning
Weighted forecastValue Γ— close probability per stage
Best caseAll open deals are won
Confirmed (quarter)Only deals already marked as won

GTM attribution​

Where do your best leads come from? Pragma shows which campaign, UTM parameter, or partner delivers leads with the highest score and highest CRM sync rate.

Pivot table​

The most flexible tool in reporting. Drag dimensions and metrics freely into rows, columns, or filters:

  • Dimensions: lead source, language, score range, pipeline stage, assigned person…
  • Metrics: count, sync rate, avg AI score, follow-up rate…

The configuration is saved in the browser so you don't have to rebuild your view every time.

KPI alerts​

Define rules like "notify me when the sync rate drops below 50%" β€” and Pragma sends you an alert via in-app notification, email, or Slack.

CSV export​

All raw data in a structured file:

ExportContains
Leads & contactsAll fields, AI score, stage
DealsValue, stage, assigned, date
MessagesChannel, direction, timestamp
Automation runsSequence, step, result
Audit logWho changed what when
TimelineAll activities chronologically

Further guides​