The Reports phase has three tabs:Documentation Index
Fetch the complete documentation index at: https://docs.trailercast.io/llms.txt
Use this file to discover all available pages before exploring further.
- Top Demos
- By User
- Activity
Ranked by engagement (views × completion × rewatches). Click any row to open the demo.Useful for:
- Identifying your team’s hits, what cuts work?
- Finding under-shared demos with high engagement (someone made gold but only sent it to one person)
- Coaching: “watch this trailer, see how it opens?”
Personal vs Team scope
The toggle at the top of the Reports phase switches between:| Scope | What you see |
|---|---|
| Personal | Just your demos and your prospects |
| Team | Everyone’s demos and prospects |
Dashboard widgets
The dashboard (your home phase) also has analytics:Demos-per-quarter sparkline
Your output trend at a glance. Watch for plateaus, they indicate process drift.
Upcoming calls widget
What’s on your calendar this week with a recording bot scheduled.
Common reporting workflows
Friday end-of-week review
Friday end-of-week review
- Reports → Activity tab
- Filter to “this week”
- Skim what happened across the team
- Note any stalled threads to follow up Monday
Weekly forecast prep
Weekly forecast prep
- Reports → By User → your row
- Check pending deal count
- Cross-reference with Conversations tab, which threads are warm?
- Walk into your forecast call with clean data
Coaching session prep
Coaching session prep
- Reports → Top Demos
- Filter to a specific rep
- Pick their highest-engagement demo
- Watch it together; note what they did right
Quarter retrospective
Quarter retrospective
- Demos-per-quarter sparkline on dashboard
- Reports → By User to compare reps
- Activity tab for qualitative signal
- Inform Q+1 goals
What’s NOT in Reports
Today (Q2 2026):- Deal forecasting, we surface engagement signal but don’t predict deal close
- Custom dashboards, fixed three-tab structure for now
- Exporting to BI tools, coming via API access in Pro+ tier