Know what is working at every location.
See the result across the business, then open the location, lead source, campaign, owner, and conversation behind it. Every number leads back to the work that produced it.
RevDesk reports from activity and outcomes created by conversations and agents.
Start at the group level
See shared activity and outcomes across the organization before drilling into one location.
- Organization view
- Location filters
- Rooftop drill-down
Find the source of the result
Filter the work by source, campaign, owner, result, and channel.
- Source
- Campaign
- Owner and outcome
Keep outcomes connected
Reporting links back to the activity, customer, and opportunity that produced the result.
- Activity detail
- Customer record
- Next step
Use RevDesk to manage outcomes.
RevDesk reporting covers activity and outcomes recorded in the platform. It is not audited accounting or DMS financial reporting.
Activity and conversation outcomes
Source, campaign, owner, and location filters
No audited accounting or DMS financial statements
Managers see the result, then open the work behind it.
- ManagersSee what needs attention today.
- Multi-location teamsCompare locations using the same definitions.
- Revenue teamsConnect outreach to actual next steps.
Before you decide.
What can RevDesk report on?
RevDesk can report on supported activity and outcomes by source, campaign, owner, channel, result, and location.
Available dimensions depend on the data recorded in your RevDesk workspace and connected systems.
Can we compare locations?
Multi-location teams can start with an organization view, filter locations, and drill into one location or conversation.
Shared definitions help managers compare the same outcomes across the business.
Can we open the record behind a number?
Supported reporting links activity and outcomes back to the customer, opportunity, conversation, owner, and next step.
Managers can investigate the work instead of stopping at a chart.
Is this financial or DMS reporting?
No. RevDesk reporting is designed for customer conversations, follow-up, activity, and operational outcomes.
It is not audited accounting or dealership financial reporting.
Trusted by growing businesses
Every rooftop
One shared view
Every lead
Answered and logged
DeMontrond Auto Group
Automotive
20
Warm provider leads
1 week
Campaign length
Somo Financial Group
Provider outreach
$44
Per qualified lead
12,000
Conversations handled
Bluegrass Lending Group
Commercial lending
Every weekend
Walk-throughs booked
Same day
Every reply
Camperland RV
Specialty vehicles
More bids won
On projects worth building
One thread
Per customer
Coastal Builders
Home improvement
More founders
Reached to signup
Same day
Answers for applicants
UC Berkeley SCET
Education
Trace every result back to the work that created it.
Bring the locations, sources, campaigns, and outcomes you manage. We’ll show the group view and the conversation behind the number.
- Group and location views
- Source and campaign performance
- The record behind each result
