THE PROBLEM
Real-time reporting on leads, calls, and revenue
Vanity metrics do not pay the bills. Cynlie shows exactly how much revenue your AI generated, with clear attribution and live performance you can act on.
WHAT IT DOES
Analytics that drive action
Revenue attribution
See exactly which channel and conversation generated each booking and dollar.
- Automated data pipelines
- Real-time dashboards
Saved-revenue tracking
Measure the dollars recovered from after-hours and previously missed calls.
- Invoice and payment workflows
- Internal approvals and routing
Live performance
Track calls, bookings, and revenue signals in near real time, powered by your auto-built CRM data.
- Internal copilots for finance teams
- Document processing (contracts, invoices)
HOW IT WORKS
See it in action
Move from vanity metrics to hard numbers you can use.
Revenue by channel
- Cleaner leads. Faster handoff.
Conversion funnel analysis
- Faster triage. Cleaner queues.
Team and location performance
- Fewer errors. Faster close.
RESULTS
The results you can expect
What you get:
performance view
Data refreshes in near real time.
in dollars
Attribution down to channel and time period.
Knowing exactly how much revenue your AI generated today beats guessing that it is probably working.
Why revenue metrics beat vanity metrics
- Intelligent KYC/KYB
Lead source breakdown by channel
- Underwriting Automation
Call volume, duration, and missed-call metrics
- Predictive Fraud Prevention
Conversion funnel with drop-off points
- AP/AR Workflow Orchestration
Custom dashboards per role
- Liquidity & Cash Forecasting
Custom date ranges and CSV export
- AI-Powered Support Triage
Real-time updates during peak hours
See Cynlie in action
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Explore related features
Dashboards & Reporting questions, answered.
Frequently asked
What does it measure?
Outcomes, not vanity metrics: calls answered, appointments booked, revenue generated, conversion rate, and source attribution.
How does revenue attribution work?
Cynlie ties each booking and dollar back to the channel and conversation that produced it.
What is saved revenue?
The dollars recovered from after-hours and previously missed calls that Cynlie captured.
Do I need to set up a CRM first?
No. Reporting is powered by your automatically structured CRM data, with no manual tagging.
How soon do I see useful reporting?
Almost immediately, and dashboards update in real time as activity comes in.