Reports — what it is

Reports is a small, purposeful hub — and each report is labeled by the question it answers, so an owner always knows which one to open.

Status Report answers “who are we meeting, and when?” Activity Report answers “how hard is the team working, and what’s converting?” and the Coverage Map answers “where can we build a list next?” Each opens with its own filters and exports to CSV for a pipeline review or a commission run.

No dashboards to configure, no metrics to define — just the three questions a sales owner actually asks, each one click away. The two report screens each have their own guide.

Feature guide — the screen shown is a faithful mock-up with made-up restaurants and reps (no client data). How the underlying data is gathered and kept current is Edgebrook’s proprietary process, intentionally not detailed here.