Reports and app
Reports
Which reports each plan has and what each one shows.
Reports show what happened. They do not predict sales.
On every plan
- Dashboard: the week at a glance. See Reports and the dashboard.
- Appointment report: bookings made, kept and missed.
- Agent report: how each person on your team is doing with replies and chats.
On Growth and Pro
- Lead source report: where your leads come from.
- Custom reports: build a view with the numbers you choose.
- Facebook Ads report.
- Google Ads report.
Tips
- Look at the week, not one day.
- Source numbers are only as good as the source tags on your leads.
- Connect your ad accounts before you open the ads reports.
Run your sales from one place.
From $99 a month. 7-day trial on Starter and Growth.