Build any report. Attribute every sale.
A report builder over your live data — the records themselves or a chart of them — plus attribution with five models, ROI and ROAS, down to the ad that started the conversation.
A report builder for the questions only you have
A report reads as a sentence — Show a dataset, Where conditions hold, As a table or a summary — and the answer runs live beside you while you build it. Ask for the records themselves, not only the totals.
- Business datasets — contacts, deals, sales, products and cycles, orders, quotes, bookings, events and attendance, tasks, inquiries, calls, conversations, response-time cycles, collected revenue, email and WhatsApp sends, newsletter subscribers, list growth, forms, landing pages, popups, automation runs and Google Analytics
- Two shapes: a table of the matching records — sortable, filterable and paged — or a grouped summary with a chart
- Filter and sort by whichever date field fits the question — including a combined "Created or updated" anchor that matches whichever happened more recently, so "what changed this week" is one filter instead of two
- Conditions reach past the record itself: a contact's sales, and the cycle behind those sales — plus counts, sums and averages of related records on every row, with amounts converted into your workspace currency
- Connected records in the table itself — a contact's sales, a product's cycles, an order's items — listed inside the row or on separate lines, narrowed by conditions of their own and grouped under a heading that counts them
- A summary row under any table report: a total, average, minimum, maximum or count per column, computed over the whole filtered result — not just the page on screen — and changed right from the footer cell
- Reports is a page of its own: save a report, share it with the workspace, pin it to your dashboard, or have it emailed to you on a schedule
- A shared report stays yours to explore: change its filters, dates, columns and chart to answer your own question without touching the original — or duplicate any report you can see into a private copy of your own
- Download any result as CSV or Excel — a large export runs in the background and waits for you as a file
- Reports respect permissions — an agent sees only the records they are allowed to see, on every relation the report touches
Attribution: five models, real revenue
oToK captures the customer's journey from the first click and connects it to what they actually paid — so marketing is measured in revenue, not impressions.
- Journey capture built in: UTM, ad click IDs — including TikTok and LinkedIn, tracked as their own channels — tracking pixel, forms and email clicks
- The journey itself, not just where it started: campaign messages, email sends, automation runs and event registrations on every contact's timeline
- Sales, inquiries, new contacts, meetings booked, event registrations and quotes (sent and accepted) are each attributed to the touch that actually brought them — not only closed deals
- Five attribution models — compare first touch, last touch and everything between
- Revenue ROI and ROAS per channel and campaign — including Click-to-WhatsApp ad performance
A closed loop with your ad accounts
Connect the platforms you advertise on, and send real conversions back — so their algorithms optimize toward customers who actually pay.
- Connectors for Meta Ads, Google Ads, GA4 and WhatConverts
- Closed-loop conversion export — revenue flows back to the ad platforms
- Ad data available inside automations — greet a lead by the campaign that brought them
Dashboards for the daily pulse
Beyond custom reports, ready-made dashboards keep the whole team oriented at a glance.
- Campaign, deal, newsletter, automation and event stats — ready out of the box
- Deliverability monitoring and sender-reputation tools alongside the numbers
- Sales forecasting and goals with live progress — on the deals board
- Customer-ticket reports: backlog, median and 90th-percentile response times, overdue and reopened tickets, by agent, category and source — available on Growth and up
Insights that tell you where to look
Reports answer the questions you ask. Insights raise the ones you didn't — watching your key metrics and flagging what needs attention, measured against benchmarks for your industry and against your own history.
- A built-in reports gallery: ready-made, live reports you open in one click — deal loss reasons, list growth, newsletter churn, landing-page conversion, response-time trends and more
- An insights feed that flags a metric slipping against your industry benchmark or your own 90-day norm — in plain language, with a link straight to the fix
- The most important warnings surface on your Dashboard; salespeople see their own response-time, goal and stalled-deal flags on the Deals board
- Set your own target for any metric and your business industry, then get notified in-app, by push or in your email digest — quiet by default
- Each insight shows the metric value, comparison threshold, measurement period and evaluation time, following your business clock
Ready to upgrade your customer communication?
Get started with oToK — connecting a WhatsApp number takes minutes.
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