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Reports

Understand results and decide what to change.

See clear metrics with their definitions and date filters, and trace every number back to the records behind it.

Try ReportsUse with my AI

Sample example

Illustrative sample — not a live account or real customer data.

  1. Input

    Question: which campaign produced the most booked meetings last month?

  2. Work

    Filter by date, group by campaign, count bookings linked to each.

  3. Result

    Report: campaign | sent | replies | meetings — each count opens the underlying records.

What you can do

  • Campaign and communication results
  • Pipeline and team activity
  • Date ranges and report filters
  • Usage and sending visibility

How it works

  1. Pick a report and a date range.
  2. Metrics are calculated from your workspace records.
  3. Open any number to see the records it counts.

Worked example

Paste this brief into your own AI assistant once it is connected to forwardslash, or use it as a checklist inside your workspace.

Example brief
Help me understand last month's results in forwardslash. Verify my workspace and grants. Read campaign, reply and booking reports for the date range I give. Return: metric | value | definition | what changed | suggestion. Read-only.

Connect your AI from Settings → Apps after you sign in. The brief contains no keys or account data.

Start with your own work.

Sign in or create a workspace. Nothing runs, sends or spends until you choose to.

Try ReportsAll features