What reports you will receive and how often?

One of the core commitments of JM Virtual Solutions is keeping you informed at all times. Here is a breakdown of every report you will receive and how often you will receive it.

Daily — End-of-Day (EOD) Report:

Delivered at the end of every working day via your agreed communication channel.

What it includes:
- Total calls, chats, and emails handled
- Leads qualified or updated in the pipeline
- Tasks completed and tasks carried over
- CSAT scores and customer feedback received
- Escalations raised and their current status
- Blockers or issues that need your attention
- Priorities for the following day

Weekly — Weekly Summary Report:

Delivered every Friday, covering the full week.

What it includes:
- Weekly totals for all key metrics (calls, emails, leads, revenue influenced)
- CSAT average for the week
- Quota attainment vs target
- SLA compliance rate
- Key wins and highlights
- Challenges and how they were handled
- Priorities and focus areas for the following week

Monthly — Monthly KPI Report:

Delivered on the last working day of each month.

What it includes:
- Monthly totals and averages for all tracked metrics
- Month-over-month comparison
- Pipeline summary — leads added, qualified, closed won, closed lost
- Revenue influenced for the month
- Performance vs monthly targets
- Recommendations for the following month

Ad hoc reports:

Available on request for specific needs such as:
- Pipeline deep-dives
- Customer satisfaction analysis
- Task and project status updates
- Social media performance summaries

Report format:

All reports are delivered in your preferred format — email summary, Google Sheets, Excel, or a shared dashboard, depending on what works best for your workflow.

To discuss your reporting preferences: https://calendly.com/jerinecua/discovery-call