Reporting & Analytics

Reporting That Actually

Ties to Revenue

Stop guessing. From first click to renewal, see which campaigns, channels, and reps are driving growth — and which aren’t.

Most platforms bury you in vanity metrics. You end up stitching spreadsheets together and still don’t know where growth is coming from. RevMax gives you clear, full-funnel reporting across marketing, sales, retention, and support. Every action is tracked, attributed, and tied back to revenue — so you can finally trust your numbers.

Answers That Drive Action

Track Attribution from Click to Close

See exactly where leads come from, what campaigns convert, and how CAC and LTV actually play out.

Visualize Performance at Every Stage

Dashboards, widgets, and cohort views show how your funnel performs in real time — from traffic to pipeline to retention.

Report on the Metrics That Matter

Revenue, conversion rates, churn, rep activity, call volume, subscription performance — all in one place, without spreadsheets.

Slice and Segment Any Way You Need

Filter by funnel, channel, custom field, tag, or timeframe. Spot bottlenecks, find winners, and double down on what’s working.

Features at a Glance

  • Revenue Attribution Reporting

  • Conversion Funnel Tracking

  • Custom Dashboards

  • Email & SMS Performance Reports

  • Call Tracking Reports

  • Form & Funnel Analytics

  • Campaign ROI Tracking

  • Contact & Lead Source Breakdown

  • Segmentation Filters

  • Time-Based Reports

  • Affiliate & Referral Tracking

  • Forecasting & Goal Tracking

  • Dashboard Sharing & Permissions

  • Activity & Engagement Timelines

Built for Growth Teams Who Own Results

RevMax reporting isn’t built for vanity metrics — it’s built for operators. Every team gets the clarity they need to drive revenue.

See which campaigns and channels actually deliver

Track deal velocity, rep performance, and conversion rates

Monitor ticket volume, resolution times, and satisfaction

Know What’s Driving Growth—and What Isn’t

Finally, reporting you can trust — answers, not noise.

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