Reports & dashboards

Every KPI your managers need — and a Monday email.

Live dashboards, regional reports, rep scorecards and automatic weekly digests.

From the executive view to each rep's personal scorecard, Alphorix reports conversion, speed-to-lead, SLA and deposits — and emails the highlights every Monday.

See it in action
Reports & dashboards
What's included
Live sales dashboards

Conversion, contact rate, deposits and SLA by team, region and source.

Region & rep drill-downs

Date-range filters on every region and rep detail view.

Monday management emails

Executive summary, regional comparison and top-10 reps per region.

Funnel deep-dive

Speed-to-lead, idle leads, stuck leads and lost reasons.

Rep scorecards

Private weekly scorecards with regional rank for every sales rep.

Leaderboards

Live leaderboards that keep the floor competitive.

How it works
  1. 01
    Open Reports or the Dashboard
  2. 02
    Filter by date, region or team
  3. 03
    Turn on Monday digests for managers and reps
Read the guides
Related features
Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

Abu Dhabi office
Abu Dhabi
United Arab Emirates
London office
Level 1, One Mayfair Place
Mayfair, London, W1J 8AJ
United Kingdom
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Trading forex and CFDs carries a high level of risk and may not be suitable for all investors. You could sustain a loss of some or all of your initial investment; therefore, you should not invest money that you cannot afford to lose. Before deciding to trade, you should carefully consider your investment objectives, level of experience, and risk appetite. Past performance is not indicative of future results.

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