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Analytics & Dashboards

Access reporting and dashboards to measure performance across Revenue.io products.

In-App Analytics live in the Revenue app under Insights. Use these reports to analyze Conversation AI, Moments™, RingDNA, and Revenue Intelligence activity.

Access Insights

  1. Log in to the Revenue app.
  2. Click Insights in the left menu.
The Revenue app left navigation with Insights selected.

All available reports appear on the Insights landing page. Each card includes a short description and is grouped by product. Use the Search, Filter by category, and Filter by product fields to find a report.

Favorite a report

Click the star icon on a report card to add it to your favorites. Favorites help you reopen reports you use most without searching.

A report card with the star icon used to add the report to favorites.

In-App Analytics

Salesforce Reports and Dashboards

Use Salesforce reports and dashboards for RingDNA for Salesforce package metrics and Advanced Solutions data.