Kolva's analytics give you a clear picture of sales performance across your team. From interactive charts to automated weekly reports, you have the data you need to make informed decisions and demonstrate ROI.
Analytics Dashboard
Navigate to Analytics from the sidebar. The dashboard displays interactive charts and metrics that update in real time:
- Revenue trends — Bar or line charts showing daily, weekly, or monthly revenue with comparison to previous periods.
- Visit activity — Heatmaps and bar charts showing visit frequency by day, time, and rep.
- Pipeline funnel — Visual breakdown of deals by stage with conversion rates between each stage.
- Client coverage — Percentage of clients visited within the last 30, 60, and 90 days.
- Use the time range selector to switch between today, this week, this month, this quarter, or a custom date range.
- Apply filters by rep, territory, client segment, or product category to drill down into specific slices of data.
- Click on any chart element to see the underlying data in a detailed table view.
Pro tip
Compare the current period to the previous one to spot trends quickly. A 10% drop in visit frequency this week compared to last week might signal a scheduling issue worth investigating.
Weekly Reports
Kolva generates comprehensive weekly reports that summarize your team's performance:
- Navigate to Reports from the sidebar.
- Click Generate Report to create a new weekly summary.
- The report includes visit counts, orders placed, pipeline changes, revenue closed, and key highlights.
- Download the report as a PDF or share it directly with stakeholders via a link.
View the full history of generated reports from the Reports page. Each report is stored and accessible for future reference.
Lost Deals Analysis
Understanding why deals are lost is just as valuable as knowing why they are won. The lost deals analysis section provides:
- Loss reasons breakdown — A chart showing the distribution of loss reasons (price, competitor, timing, no budget, product fit, etc.).
- Loss by stage — Which pipeline stage sees the most deals fall out, helping you identify where your process breaks down.
- Loss by competitor — When a deal is lost to a specific competitor, track which competitors are winning the most deals from you.
- Trend over time — Are you losing more or fewer deals compared to previous periods?
Note
Loss reason data is only as good as what reps enter. Encourage your team to always select a reason when marking a deal as lost. The more accurate the data, the more useful the analysis.
Custom Reports
Build your own reports by combining the metrics that matter most to your business:
- Go to Analytics > Custom Reports.
- Select the metrics you want to include (visits, orders, revenue, pipeline value, win rate, etc.).
- Choose your grouping dimensions (by rep, by territory, by client segment, by product).
- Set the time range and save the report for future use.
ROI Tracking
The ROI view helps you understand the return on your field sales investment:
- Revenue per visit — Average revenue generated per client visit.
- Cost per visit — Estimated cost including time, fuel, and overhead.
- Visit-to-order conversion — Percentage of visits that result in an order.
- Client acquisition cost — Average cost of converting a prospect to a paying client.
Pro tip
Use ROI data to justify field sales investment to leadership. If your revenue per visit is $2,000 and your cost per visit is $150, you have a clear 13x return that speaks louder than any qualitative argument.