Conwerz
📊 Your morning chai briefing — automated

Analytics & Morning Briefing

A live in-app dashboard plus a 9 AM email every morning — to every salesperson with their personal hit list, and to the owner with a team roll-up. Nobody has to open the dashboard to know the score.

Every morning at 9 AM

Your morning chai briefing — automated

Every salesperson opens their inbox to a personal hit list. Every owner gets a team roll-up. Nobody has to log in to know the score.

9:00

AM · Mon–Sun

Hit list lands in every inbox.

Live cron
👀

Owner dashboard · Live

Today

147

Total leads

38

Contacted

23%

Conv. rate

🏆 Top agents · this month

🥇

Priya M.

14

38% conv.

🥈

Anjali K.

11

32% conv.

🥉

Rohit S.

9

28% conv.

Personal hit list

Per salesperson

Each agent gets only their leads. Overdue first, due-today next. Tap to call, tap to email — no app needed.

Team roll-up

For the owner

Total leads · contacted · conversion rate · leaderboard · unassigned bucket. All on one screen, no logging in.

Zero noise

Empty inbox? No email.

Salespeople with no due leads get no email that morning. Per-user mute and timezone control on the roadmap.

The problem

You ask "how did we do this week?" — and get three different answers.

Sales updates are anecdotal. Reports are guess-built in Excel. Salespeople forget follow-ups. Owners only find out a hot lead went cold when the customer complains. By then the deal is dead.

  • No single source of truth for performance
  • Owners flying blind — three people give three different numbers
  • Salespeople forget follow-ups · hot leads grow cold
  • No way to compare branches, pods or teams head-to-head

The solution

Live dashboard. Plus an email at 9 AM nobody has to open the app to read.

Conwerz Analytics gives owners a live dashboard with KPIs, an agent leaderboard and a Top Teams ranking. And every morning at 9 AM, every salesperson gets a personal email with their hit list — overdue leads first, then due today, all phone numbers tappable. The owner gets a roll-up. Nobody has to log in to know the score.

📈

Tenant KPI cards

Total Leads · Contacted · Converted · Conversion Rate — across your whole pipeline, owner-only view.

🏆

Agent leaderboard

Top 10 salespeople sortable by Converted, Conversion Rate or Assigned — gold-silver-bronze ranks for the top 3.

🥇

Top Teams ranking

Pair with Team Management — group your salespeople into named teams (branches, pods, regions) and watch them compete on conversion rate.

9 AM agent digest

Every salesperson gets a personal email with overdue leads + due today. Names, phones (tappable), priority, follow-up time. People with no due leads get no email.

👀

9 AM owner digest

Team total follow-ups + per-agent leaderboard + the unassigned bucket — so the owner knows exactly where to nudge.

📤

CSV export

Agent CSV + Tenant CSV from the Analytics page — for your board deck or your accountant.

How it works

From sign-up to live in under 2 hours.

1

Already on by default

Every Conwerz account has analytics live from day one. No setup, no tracking pixel.

2

Configure the digest time

We set the 9 AM cron to your local time during onboarding. New salespeople start receiving it the next day.

3

Act on the signals

Overdue leads in the digest become tappable phone calls. Funnel drop-offs show up in the dashboard.

Real scenarios across industries

How this feature plays out in the live verticals on Conwerz AI today.

Real Estate

Scenario

Owner of a 3-branch brokerage wants to know which branch closes more

Outcome

Top Teams ranking shows Pune branch leading on conversion rate, Bangalore needing more nudging.

Coaching & Education

Scenario

Sales leader wants every counsellor working their hit list before standup

Outcome

9 AM agent digest lands at 8:30 IST (configured). By 10 AM standup, every counsellor has already started calling.

Trekking & Adventure

Scenario

Owner travels frequently — wants the team report without logging in

Outcome

9 AM owner digest tells them the score on the train ride. No dashboard required.

Outcomes founding clients see

Pilot results validated with our 5 founding clients across 3 industries.

9 AM
Hit list in every inbox
Overdue first · tappable phone numbers
Live
Owner dashboard
No more weekly Excel
Zero
Login required
Email is enough to know the score

Why Conwerz AI also includes this

  • Daily digest email — most "analytics dashboards" make you log in
  • Top Teams ranking — pair with Team Management for multi-branch friendly competition
  • Salespeople with no due leads get no email — no inbox spam
  • Overdue-first ordering — the right call is the next one

Frequently asked

Will the morning email annoy my team? +

No. Each salesperson only gets it when they have actual leads due. People with an empty hit list get no email at all.

Can I change the 9 AM delivery time? +

Yes. We configure the digest to your local time during onboarding.

Can someone opt out? +

Per-user mute is on the roadmap. Today, anyone with assigned leads gets the digest. If a salesperson has zero due leads, they get no email anyway.

How is the leaderboard fair across shifts? +

Metrics include Conversion Rate, not just absolute counts — so an agent with fewer high-quality leads can still rank well.

Can I export the data? +

Yes. Agent CSV + Tenant CSV from the Analytics page — for your board deck or your accountant.

Is custom date-range filtering supported? +

Standard ranges today. Custom date-range filtering and per-user drill-down are on the roadmap.

See Analytics & Morning Briefing live in your business

14-day free trial. No credit card. Setup in under 2 hours. Founding-client pricing locked for 12 months.