Your Automated Sales Command Center.
Weekly Performance Reporter
Receive a perfectly crafted, data-rich summary of your team’s sales performance delivered to your inbox every Monday morning. Stay informed without ever having to build a report again .
See it in action
Weekly Performance Reporter
The Reporting Nightmare
As a sales leader, you spend hours every week manually pulling data, wrestling with spreadsheets, and trying to build reports. The data is often outdated by the time you present it, and you lack a consistent view of team performance.
Weekly Performance Reporter
Key Features
Automated Data Aggregation
Automatically pulls key metrics from your CRM, such as leads created, calls made, meetings booked, deals won, and pipeline generated.
AI-Powered Insights & Trend Analysis
The agent highlights key trends (e.g., “Team A’s call volume is down 15% WoW”) and surfaces noteworthy achievements.
Customizable & Deliverable Reports
You choose the metrics that matter most, and the agent delivers the beautiful, easy-to-read summary to your inbox on your preferred schedule .
Use Cases
Use-Cases for Weekly Performance Reporter
A Fast-Growing Tech Startup
The sales VP saved 4 hours of manual work each week, using the time for one-on-one coaching, which contributed to a 10% increase in team quota attainment.
A National Real Estate Firm
Distributed automated regional reports to their team leads, creating a culture of accountability and friendly competition that boosted overall listings by 15%.
A Manufacturing Company
Used the weekly summary to spot a decline in outbound call activity, allowing them to address a motivation issue before it impacted the quarterly numbers.
More Agent Template
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Financial services: KYC reminder workflows
Sends reminders for pending KYC documentation and tracks completion.
LinkedIn prospect scraping & outreach
Pulls contact data from LinkedIn profiles and automates outreach messages.
Scrape LinkedIn for relevant prospects
Extracts relevant prospects from LinkedIn based on filters and keywords.
Qualify leads automatically using public data
Uses public data to assess lead quality and fit.
Remind sales reps to call leads at optimal times
Sends reminders to call leads at times with highest engagement potential.
Schedule multi-step follow-up sequences
Plans and executes multi-step follow-up campaigns.
Pull inbound leads from website forms into CRM
Automatically syncs inbound leads from website forms into CRM.
Upsell/Cross-sell Agent
Identifies upsell and cross-sell opportunities based on customer data.
Weekly Performance Reporter
Value Proposition
Save hours of manual reporting work every week.
Get consistent, accurate, and timely insights
Make proactive, data-driven coaching decisions.
Keep the entire leadership team aligned with a single source of truth.
FAQ
Yes, you can fully customize the report metrics. Our tool allows you to drag, drop, and prioritize KPIs that matter most to your business goals. Whether you’re tracking sales performance in the USA, marketing campaigns in India, or regional branch growth, you can personalize dashboards for maximum clarity.
Absolutely. You can create different reports and distribution lists for managers, clients, or departments. For example, a sales team in New York can receive a detailed lead report, while executives in London can get a high-level performance summary. This ensures collaboration across teams and geographies without manual forwarding.
Yes. The Weekly Performance Reporter automatically includes week-over-week, month-over-month, or year-over-year comparisons. This makes it easy to spot trends, track growth, and identify performance gaps. Businesses in competitive markets (like e-commerce in the US or service providers in Asia) use this feature to optimize decisions faster.
The report is delivered as a visually rich email that is easy to read on desktop and mobile. You can also export reports to PDF for presentations, client sharing, or compliance needs. This flexibility helps both local small businesses and enterprise teams across multiple locations stay on the same page.
The system can pull data from any time frame available in your CRM or analytics tool. Whether you need last week’s sales data, last year’s revenue performance, or multi-year historical trends, the report adapts to your needs. This is especially valuable for businesses managing seasonal sales cycles or tracking regional market growth over time.
Automate with AI
Start your free trial today.
Stop building reports and start driving results. Get automated, intelligent sales summaries delivered to you. Activate your Reporting Agent today.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
