Person Working at Desk with Data Charts

Reporting and Analysis

From data to insight. All-in-one.

Turn business data into better decisions

Business data is only valuable when it drives action. Capture trusted information, analyze performance with AI-powered tools, and communicate insights through reports and dashboards that keep your organization aligned and focused on what matters most. Keep data analysis and input into lead routing and prioritization in one ecosystem for seamless performance and execution.

Email automation

Data management

Build the trusted business data that powers every stage of your sales organization. Capture information across every customer interaction, create custom and calculated business metrics, standardize data collection, and put business data to work through reporting, analysis, automation, and sales execution.

  • Build trusted business data

  • Capture and enrich customer information

  • Standardize and automate data management

  • Power reporting, analysis, and sales execution

screenshot of reporting

Data analysis

Transform business data into actionable insight with AI-powered analysis tools. Measure sales performance, evaluate campaigns, understand customer conversations, and uncover the trends, opportunities, and business intelligence needed to make smarter decisions across your organization.

  • Analyze performance with AI-powered insights

  • Optimize campaigns and business outcomes

  • Understand customer conversations at scale

reporting

Reporting and visualization

Turn business insight into clear, actionable information that everyone can understand. Create meaningful reports, visualize performance with interactive dashboards, and automatically share insights across your organization to keep teams informed, aligned, and focused on what matters most.

  • Create meaningful business reports

  • Visualize performance with interactive dashboards

  • Share insights across your organization

  • Keep teams informed and aligned

Ryan Pereus

Vanillasoft’s reporting has made it much easier for remote management. The custom and “pop out.

Explore Vanillasoft Reporting

Watch our product and success team leaders talk about Vanillasoft sales engagement reporting and analysis.

Drive ROI With Data Visualization

Vanillasoft's dashboard is dynamic: It updates in real time and gives insight into key metrics. When clients use these tools effectively, they can track vendor performance and lead spend, and agents get better leads more consistently. More control means better results.

Access Success With Reporting Tools

Transcription and summary are critical for success. Leaders can quickly and effectively see what language is resonating with clients and tap into what successful agents are saying. Vanillasoft enables managers to quickly add that wording into scripts, so all agents can access what's working.

Metrics

Here's how our customers have high-quality conversations with their most valuable leads...faster.

35%
Increase in call connection

Customer average

3x
More actions per hour

Customer average

500%
Increase in activity

One of a Kind Sales

Customer Testimonials

Hear It From Our Users

See what our customers have to say about the benefits of Vanillasoft’s sales reporting and analytics.

illustration2

“Vanillasoft’s platform is so easy to use and integrates with any system.”

g2 logo
Scott McWilliam
Operations
illustration4

“Vanillasoft is so user friendly, anyone can use it.”

g2 logo
MaryJo Clement
SDR
illustration1

"Great, clean, customizable software."

g2 logo
Verified User in Higher Education

Consult an expert

See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walkthrough today.

FAQs

Common Questions and Answers

Related Resources
Sales Reporting: Sales Manager Reports for Team Success
Reporting & Analytics
May 31, 2023

Sales Reporting: Sales Manager Reports for Team Success

Learn more about different types of sales reporting and creating data-driven sales reports that will help you speed up your sales cycle.

Read more
How to Identify and Measure the Sales Metrics That Matter
Reporting & Analytics
June 2, 2025

How to Identify and Measure the Sales Metrics That Matter

Learn how to elevate your sales team’s performance by identifying and measuring key sales metrics that truly drive success and profitability

Read more
Tips for Managing a High-Performance Inside Sales Team
Sales Tips
November 25, 2025

Tips for Managing a High-Performance Inside Sales Team

Read on to find some tried-and-true tips for managing a high-performance inside sales team and boosting their productivity.

Read more
View All Resources