Can I create custom reports?

Yes — all reports support custom filters by team member, date range, source, status, and more. You can save filter presets for quick access.

Can I export reports?

Every report in Joby can be exported to CSV. Commission reports can also be shared via secure link with field workers.

How often do dashboards update?

Dashboards refresh in real time. As your team makes calls, closes leads, and logs activity, the numbers update automatically.

Can I send reports to my team automatically?

Yes — you can schedule daily, weekly, or monthly reports to be emailed to any team member.

Insights & Reports

Data-driven decisions, not guesswork.

Real-time dashboards that show what's working and what's not — calls, conversions, revenue, and office agent performance. Export anything to CSV.

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Dashboard — Performance Overview

This Month

Feb 1 – Feb 21, 2026

Total Leads

342

+12%

Closed Jobs

+8%

Revenue

$47.2K

+15%

Avg Close Time

2.3 days

-18%

Top Office Agents

Alex M. — 28 closed

Sarah K. — 24 closed

Mike R. — 19 closed

Key features

Call reports — volume, duration, missed calls, and answer rates by office agent

Lead statistics — conversion funnels, source ROI, and time-to-close

Commission reports — calculate and share earnings with office agents and field workers

Revenue analytics — revenue by job type, time period, and team

Time tracking — team activity and productivity over any period

Custom filters — slice data by team member, source, status, date, and more

CSV export — download any report for accounting and payroll

Real-time updates — dashboards refresh as your team works

Capabilities

Call Reports

Duration, volume, answer rates, and missed calls by office agent or group.

Lead Statistics

Conversion funnels, source performance, and pipeline velocity.

Commission Reports

Office agent and field worker commission calculations.

Revenue Analytics

Revenue by job type, time period, source, and team.

Time Tracking

See team member online hours, call time, and productivity metrics.

Custom Dashboards

Filter and combine metrics to build the view you need.

CSV Export

Export any report to CSV for external analysis or payroll.

Scheduled Reports

Get reports delivered to your inbox on a recurring schedule.

Shareable Links

Send commission reports directly to subs via secure link.

How teams use it

Owner

See the big picture — total revenue, close rates, and which ad sources deliver the best ROI. Make data-driven growth decisions.

Dispatcher

Track call answer rates and office agent availability. Identify bottlenecks and redistribute workload in real time.

Office Agent

See your own performance — leads closed, commission earned, and calls made. Stay motivated with transparent metrics.

Frequently asked questions

Ready to get started?

Start your 14-day free trial. Credit card required.

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