Reporting
See what's working. Fix what isn't.
Your customer data becomes useful when you can actually understand it.
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Last 30 days · All locations
New Leads
184
12%
Appointments
63
8%
Open Deals
41
5%
Pipeline Value
$318K
14%
Leads & opportunities
Recent activity
- Dana WhitfieldReplied to showroom follow-up2m
- Marcus DellAppointment booked — Saturday 11:0018m
- Priya RamanMoved to Quote / Selection1h
- Owen BradyLeft a 5-star review3h
Reporting capabilities
- Custom dashboards
- Opportunity reporting
- Pipeline reporting
- Appointment reporting
- Marketing analytics
- Call activity
- Conversion performance
- Revenue-related metrics where data is available
- Report scheduling
- Custom widgets