Reports in Kickscale help you analyze numerous conversations—ranging from hundreds to thousands—to uncover strategic insights based on specific questions or use cases. Reports enable you to make informed, data-driven business decisions by identifying patterns such as common objections, competitor mentions, customer pain points, and more.
What You Can Analyze with Reports
Kickscale reports can help you gain insights into:
Objections raised during customer meetings
Competitor mentions across your sales conversations
Customer pain points expressed by prospects or customers
Coaching opportunities by analyzing specific team members' meetings
Deals analysis linked to conversations, with detailed pipeline insights
Available Filters for Reports
Kickscale offers multiple filter options to help you precisely define your report:
Meeting Filters
Date or Time Range
Meeting Owner (user)
Meeting Type
Meeting Tags
Keywords or Competitor Mentions
Deal Filters
Close Date
Deal Volume
Deal Stage
Deal Pipeline
How to Create a Report
You can create reports in two ways:
1. Using a Predefined Template
Kickscale offers convenient templates such as:
Competitor Report
Objections Report
Customer Pain Points Report
2. Creating a Custom Report
Follow these simple steps for a custom report:
Name Your Report: Give your report a clear and descriptive title.
Set Your Filters: Choose specific meeting and/or deal filters (e.g only meetings with type "Onboarding").
Define Your Query: Ask any specific question relevant to your analysis, e.g., "What questions did arise in our onboarding calls?"
Kickscale provides an estimate of the number of meetings to be analyzed and the approximate analysis time.
Viewing Your Results
After creating a report, you'll see two tabs with detailed insights: Summary and Categories.
1. Summary Tab
This tab gives you a comprehensive overview of your analysis:
High-Level Summary: Brief overview highlighting key insights.
Occurrences Table: Lists top categories (e.g., objections) with their frequency.
Detailed Insights: Provides specific examples from conversations.
Conclusion & Recommendations: Actionable insights and suggestions based on the findings.
2. Categories Tab
This tab provides a detailed breakdown and interactive exploration:
Category Cards
Each category is summarized on an easy-to-read card, providing essential insights at a glance.
Progress Indicator: Shows the percentage of meetings where the category appeared.
Meeting Counts:
First number: How many meetings included this category.
Second number: Total number of analyzed meetings.
Expand Categories
Click the expand icon on a card to view detailed meeting lists contributing to this category.
Hover over individual meetings for a quick preview of insights.
Drill Down to Meeting Details
Click on any meeting listed to directly access the full Meeting Detail View.
Tips & Best Practices
Consistently analyze objections to proactively handle customer concerns.
Monitor competitor mentions to sharpen your competitive strategy.
Regularly use coaching reports to provide targeted feedback to your team.
Link reports with deal analysis to track conversation impact on your sales pipeline.
Troubleshooting
Report taking too long? Consider narrowing your filters or date range to speed up analysis.
Missing data or unexpected results? Verify your filter selections or query phrasing.
Need Additional Help?
If you have further questions or need assistance, please reach out to our support team at support@kickscale.com.