
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.

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

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 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
Vanillasoft’s reporting has made it much easier for remote management. The custom and “pop out.
Integrations and Partnerships
Vanillasoft’s ecosystem of partners can enhance your experience

Sales Engagement plus gamification from SalesScreen drives faster response times, peak sales performance, and agent motivation.
Reps can access Gong insights directly from Vanillasoft with support for multiple users.
Automatically send call recordings for analysis without disrupting user workflows.

Quickly complete enrollments and monitor follow-ups throughout the year in a streamlined, compliant environment.
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.
Customer average
Customer average
One of a Kind Sales
Hear It From Our Users
See what our customers have to say about the benefits of Vanillasoft’s sales reporting and analytics.

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


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


"Great, clean, customizable software."

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.
Common Questions and Answers
How do I track team performance with the Vanillasoft sales reporting dashboard?
Can I analyze call recordings to improve sales conversations?
How do I create custom sales reports in Vanillasoft?
What types of sales reporting and analytics can I build in Vanillasoft?
Can I export reports for external stakeholders?
How does Vanillasoft help me monitor lead and campaign performance?
How does reporting support compliance monitoring?
Can I track the effectiveness of scripts and messaging?
How does the reporting dashboard work?
Is reporting included with all Vanillasoft licenses?
Related Resources

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.

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

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.