Octiv Reporting is a way to discover, analyze, and take action on real-time sales data. Octiv Reporting delivers the information you need to make data-driven decisions faster. With this powerful platform functionality, you can spend less time reporting and more time driving business forward.

KEY CAPABILITIES

  • View Standard Reports: Choose from commonly used sales reports.
  • Filter Reports: Analyze data by time frame, by document type, and more.
  • Exporting Reports: Export and share reports in a CSV.
  • Mobile: View reports on a mobile device for anytime, anywhere decision making.

COMMON USE CASES

Octiv Reporting can be used to analyze and report on real-time data. Here are just some of the common use cases:Document Engagement Report: What deals are more likely to close?Template Usage: Is the sales team using our templates?Page Usage: What content is used most and least?User Report: How effective are my sales reps?

NAVIGATE TO OCTIV REPORTING

From your Octiv Dashboard, click on the “Reporting” tab. You’ll see the Octiv Reporting Dashboard, where you find standard reports.

STANDARD REPORTS

Out of the box, Octiv comes with access to reports that have already been built out for you and your team. Octiv’s ability to track content usage, customer engagement, and effectiveness of sales assets at the aggregate and user level provides quick, easy access to essential information on your team’s success.

  • Document Engagement: A list of all recently viewed sales documents.
  • Template Activity: See which templates are being used and viewed the most.
  • Page Activity: See which content has the most customer engagement.
  • User Activity: See a list of recent user activities.
  • Background Jobs: See a list of recent errors.

Each standard report includes pre-built filters to analyze data by time frame and document type and downloaded offline. You’ll find these options at the top of each page.


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