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How Management Reports Work

Reporting plays a key role in every business. From driving client acquisitions to observing team performance, its imperative management understands key indicators.

Without detailed information, you can’t ensure everything runs perfectly.

Sales won’t follow up with hot leads, marketing won’t send customers emails, and soon enough you won’t know how service staff communicate with customers.

To make sure their business is running smoothly, high performing managers equip themselves with reporting tools.
DYL Advanced Workflows
  • 1. Make Strategic Decisions with Key Performance Indicators

  • 2. Find Data-Driven Results with Actionable Dashboards

  • 3. Trustworthy Opportunities Speak for Themselves

  • 4. Additional Features
That’s where DYL’s Management Reports come in.

You can see information related to sales, customer service, and marketing.

Let’s say you need to see outgoing sales calls. With our dashboards, you can see the number of calls sorted by rep.

How about when you need to see the number of leads in your sales pipeline? Get an overview in seconds.

Drive better performance, gain insight into financial health, and improve productivity with DYL’s Management Reports
DYL Workflows Dashboard DYL Workflows Dashboard

Make Strategic Decisions with Key Performance Indicators

Why are reports vital to grow businesses?

  • Over 95% of C-level executives believe data is an integral part of forming their business strategy
  • Most managers believe their role is to keep their team on track and achieve goals.
  • Many managers believe the most important part of their role is to provide direct reports with growth and development opportunities.

See a pattern?

Reports are imperative to success.

Meaning, when you invest in reporting, you can see progression.

Here’s some significant benefits about DYL’s Management reports:

  • Learn about marketing performance with email campaigns.
  • Discover sales execution with call statistic reports, upcoming appointments, and texting reports.
  • Recognize customer satisfaction with real time customer service monitoring.
  • With one click, you’ll understand how your staff fulfill duties in real time and for the long term.

Who needs DYL’s Management Reports? Business owners with sales, marketing, and customer service teams who want to drive their teams for better performance.
DYL Advanced Workflows

Find Data-Driven Results with Actionable Dashboards


Management Reports create data needed to drive sales, customer loyalty, and engagement.

Perfect for managers who want a transparent and accurate view of staff.

As a manager, you need to locate new opportunities to create results.

Want to find out how your sales team is performing?

With one click, you’ll see a picture of incoming and outgoing calls. Check in with follow-ups on our calendar function and see any upcoming appointments.

Need to fix customer satisfaction? Use DYL’s proven reporting to find quick solutions.

In a nutshell, Management Reports improves productivity and informs you with the correct data to make better decisions.
DYL Advanced Workflows
DYL Advanced Workflows

Trustworthy Opportunities Speak for Themselves

As Director of Parth & Sid Insurance in Indiana, Owner Ricky Parth wanted to improve their sales conversions.

With over 10 years in the Insurance industry, he knew exactly how to get clients and what’s the best way to convert people who were interested. But since the beginning of the year, they had a drop-off in clients.

Ricky couldn’t find exactly what was going wrong. He would hold weekly meetings, and things seemed great with his team. He changed outreach list providers, technology, but nothing really worked.

Then something clicked. It wasn’t tech or providers; it was his team. He needed to keep tabs on his reps, and he needed to do it fast.

So he researched a platform that would let him see real time performance reports. The first result? DYL’s all-in-one platform.

He realized DYL’s Management Reports were just what he needed. He could see active calls, how many calls they made a day, and how often outgoing calls connected.

After using the DYL platform, he found a few things to improve. His team wasn’t making enough calls, and their previous phone systems were skipping some numbers on their lists.

After fixing many of the problems, Parth & Sid Insurance increased their conversions from less than 1% of overall contacts to 4%. They’ve made a huge recovery and they’re looking to expand the number of reps at their agency.

DYL’s All-in-One Platform includes over 80 Customizable Features

Other tools related to Management Reports inside DYL:

agent monitoring
Agent Monitoring
agent status
Agent Status
call center dashboard
Call Center Dashboard

See if DYL is for you.