Reports

Read your reports

See where leads came from, what you won and how quickly you replied, all on one page.

2 min read

Reports is one page in plain English. It answers: how much came in, where from, and what happened to it?

Pick your dates

Open Reports and choose Last 7 days, Last 30 days, This month or Last month, or Custom for your own dates.

Headline numbers: New leads, Appointments booked, Deals won, Value of deals won, Conversion rate and Money collected.
Leads: new contacts over time and By source, so you can see what's bringing people in.
Sales: deals won and lost, Average deal value and Average time to close.
Appointments: booked, completed, cancelled and no-shows, By calendar.
Messages: sent and received, and Average first reply: how long customers waited for a person. Automated messages don't count.
Reviews: your Average rating and Requests sent.
Marketing: site visits, email campaigns and form submissions.

Fill in Source on contacts, or set it on your forms, so leads can be traced.
Mark appointments as completed or no-show, and deals as won or lost. Reports can only count what's recorded.

Use the CSV button on a section to download it as a spreadsheet. Charts have Show as a table, if you'd rather see the figures.

Try it for yourself. 14 days free, with no card needed.