Reporting Help Guide
The Reporting section helps you understand how well your business is performing. It gives you key insights into leads, sales, ads, and communication so you can make analyse real data based on your business.
Main Areas in Reporting
Here’s a quick overview of the most commonly used tabs:
1. Overview
- A quick snapshot of how your business is performing
- See leads, conversion rates, and revenue
2. Funnels
- Track how many people visit and convert through your sales funnels
- See how each step is performing
3. Appointments
- View booking statistics: number of bookings, cancellations, and no-shows
- Great for spotting trends in client engagement
4. SMS
- Monitor how many texts are sent, received, and delivered
5. Email
- See email open rates, clicks, bounces, and unsubscribes
- Helps you measure the success of your email campaigns
6. Ads (if connected)
- View performance data from Facebook or Google Ads
- Includes impressions, clicks, conversions, and cost per lead
Why Use Reporting?
Using the Reporting section helps you:
- Understand what’s working and what’s not
- Improve your sales and marketing strategies
- Monitor team performance
- Save time by having all key data in one place
If you’re not running ads or using every feature yet, some sections may be empty and that’s completely fine. Just focus on what’s relevant for your business..