Intelligence

Analytics & Reporting

Understand your booking performance and conversion rates.

1Analytics dashboard

The Analytics page shows key metrics:
  • Total appointments — bookings over the selected time range.
  • Conversion rate — percentage of meetings resulting in a positive outcome.
  • Revenue — when outcomes include revenue data.
  • No-show rate — percentage of booked meetings where the prospect didn't attend.

2Salesperson dashboard

Sales reps see a personalized dashboard with:
  • Urgent alerts for unannotated past meetings.
  • Today's upcoming schedule.
  • Individual close rate vs. team average.
  • Individual no-show rate vs. team average.
  • Activity counts (calls this week, month, all-time).

3Admin & manager dashboard

Admins and sales managers see a high-level team view with:
  • Team-wide metrics and comparisons.
  • Per-rep performance tables (filterable by date range).
  • AI-generated coaching suggestions for each rep.
  • Close rate breakdowns by event type.

More in Intelligence

Meeting Notes & AI Analysis

Review AI-generated summaries, transcripts, and coaching.

Ask Anything Across Calls

Search all your call transcripts with natural language questions.

Pre-Meeting Briefs

Get AI-generated preparation notes before every meeting.

Stale Account & Deal Alerts

Get notified when prospects are going cold or competitors surface.

Account Timeline & Summaries

See the full interaction history for any prospect.

Competitor Mention Tracking

See which competitors prospects mention in calls and how often.

Shareable Call Snippets

Clip and share key moments from calls for coaching and onboarding.

Coaching & Feedback Requests

Request and receive coaching from your sales manager on any call.

Pipelines

Track prospects through multi-stage workflows.

MeetMatch Video & Auto-Recording

How automatic call recording, transcription, and AI analysis work.

Sales CRM: Contacts, Pipelines & Stripe

Track contacts, build visual pipelines, connect Stripe for payment tracking, and manage your sales process.

CRM Recording Intelligence

Auto-sync call recordings to CRM contacts with AI summaries, suggested tasks, and draft follow-up emails.

Crash-Proof Recording

Recordings are saved automatically even if you close the tab or lose connection.

Automatic No-Show Detection

MeetMatch detects no-shows automatically from meeting room activity.

Video Recording Quality Improvements

Smoother video during recordings with reduced CPU usage.

Training Library

Build a curated library of best call moments organized by skill and objection type.

Dimension-Based Call Scoring

AI scores each call across 7 key sales skill dimensions.