Reporting

Seedly does not have a single standalone reports section. Instead, analytics live on the main Dashboard and on each module's own analytics view, covering your contacts, pipeline health, campaign performance, and team activity. All of these views update live. The sections below group the available metrics by area.

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Available Dashboards

Contacts

Track your contact database over time:

• New contacts - How many contacts were added in a given period
• Contacts by source - Breakdown of where contacts originated (forms, imports, manual, integrations)
• Contacts by lifecycle stage - Distribution across Lead, Qualified, Customer, Repeat, and Inactive
• Engagement score distribution - How many contacts fall into Hot, Warm, Cool, and Cold tiers
• Growth trend - Contact count over time

Pipeline

Monitor your sales performance:

• Pipeline value - Total value of all open opportunities
• Opportunities by stage - How many deals are in each stage
• Win rate - Percentage of opportunities that close as Won
• Average deal size - Mean value of closed-won opportunities
• Sales velocity - Average time from opportunity creation to close
• Revenue over time - Closed-won revenue by period
• Stage conversion - Drop-off rates between stages

Campaigns

Measure your marketing effectiveness:

• Campaigns sent - Number of campaigns delivered in a period
• Delivery rate - Percentage of messages successfully delivered
• Open rate - Percentage of delivered emails that were opened
• Click rate - Percentage of delivered emails where a link was clicked
• Bounce rate - Percentage of messages that failed to deliver
• Unsubscribe rate - Percentage of recipients who opted out
• Top-performing campaigns - Ranked by opens, clicks, or engagement

Team Performance

Track your team's activity:

• Conversations handled - Number of conversations each team member participated in
• Response time - Average time to first response per team member
• Messages sent - Volume of outbound messages by team member
• Opportunities managed - Deal count and value per team member
• Tasks completed - Task completion rate by team member

Calls

Measure your team's calling activity (the Calls page covers this in full):

• Total calls - Calls placed and received in a period
• Connect rate - Share of calls that reached a person
• Talk time - Total time spent on connected calls
• Outcomes and dispositions - How calls ended and the outcome tags your team applied
• Rep leaderboard - Calls and talk time by team member

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Filtering

All dashboards support:

• Date range - Preset ranges (today, this week, this month, this quarter, this year) or a custom date range
• Comparison - Compare the selected period to a previous period (e.g., this month vs. last month)

Some dashboards also support filtering by:

• Assigned user
• Pipeline
• Source
• Tags

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Charts and Visualizations

Reports include a mix of:

• KPI cards - Single-number metrics with trend indicators (up/down from previous period)
• Line charts - Trends over time
• Bar charts - Comparisons across categories
• Pie/donut charts - Proportional breakdowns
• Tables - Detailed ranked lists (top campaigns, team leaderboard)
• Funnels - Stage-by-stage conversion visualization

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Exporting

Export report data for use in external tools or presentations. Available exports include CSV downloads for contacts, pipeline data, and campaign recipients, plus PDF or CSV exports of the appointment, invoice, and pipeline reports.

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Summary