> ## 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.

# Reports & analytics

> Top demos, by-user breakdowns, and a chronological activity feed.

Reports lives inside **Dashboards** as the **Reports** tab (since the August 2026 navigation cleanup — there is no separate Reports item in the sidebar anymore). It has three tabs:

<Tabs>
  <Tab title="Top Demos">
    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?"
  </Tab>

  <Tab title="By User">
    Per-rep breakdown:

    * Demos created
    * Total views generated
    * Avg engagement per demo
    * Won / lost / pending deals (when CRM integration is connected)

    Sortable by every column. Personal scope (just you) vs Team scope (everyone) toggle at the top.
  </Tab>

  <Tab title="Activity">
    Chronological feed of every play, share, comment, follow-up across the team. Useful for:

    * Daily standup: "what happened with prospects yesterday?"
    * Audit trail of recent activity
    * Spotting when a stalled deal re-engages
  </Tab>
</Tabs>

## 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     |

Team scope is gated to **Admin and Global Admin**. Members see Personal-only.

## Dashboard widgets

The dashboard (your home phase) also has analytics:

<CardGroup cols={2}>
  <Card title="Demos-per-quarter sparkline" icon="chart-bar">
    Your output trend at a glance. Watch for plateaus, they indicate process drift.
  </Card>

  <Card title="Upcoming calls widget" icon="calendar">
    What's on your calendar this week with a recording bot scheduled.
  </Card>
</CardGroup>

## Common reporting workflows

<AccordionGroup>
  <Accordion title="Friday end-of-week review">
    1. Reports → Activity tab
    2. Filter to "this week"
    3. Skim what happened across the team
    4. Note any stalled threads to follow up Monday
  </Accordion>

  <Accordion title="Weekly forecast prep">
    1. Reports → By User → your row
    2. Check pending deal count
    3. Cross-reference with Conversations tab, which threads are warm?
    4. Walk into your forecast call with clean data
  </Accordion>

  <Accordion title="Coaching session prep">
    1. Reports → Top Demos
    2. Filter to a specific rep
    3. Pick their highest-engagement demo
    4. Watch it together; note what they did right
  </Accordion>

  <Accordion title="Quarter retrospective">
    1. Demos-per-quarter sparkline on dashboard
    2. Reports → By User to compare reps
    3. Activity tab for qualitative signal
    4. Inform Q+1 goals
  </Accordion>
</AccordionGroup>

## 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

If you need anything in the "what's NOT" list, [let us know](mailto:hello@trailercast.io), these get prioritized by demand.