Insights5 min read
Reports
The reports section drills into performance across the business. Each report is a focused answer to one question rather than a general purpose builder.
The reports
/dashboard/reports- Pipeline
- Value and count by stage, and how the board is distributed.
- Conversion
- How leads move through the statuses, and where they fall out.
- Lead sources
- Which channels produce leads, and which produce revenue.
- Revenue
- Recorded revenue over time.
- Services
- What you sell most, and what earns most.
- Clients
- Revenue and activity per client.
- Content
- Leads and revenue attributed to each content asset.
- Team
- Activity and outcomes per person.
Exporting
/dashboard/reportsReports can be exported as CSV for anyone who wants to take the numbers into a spreadsheet.
Note: Every report is only as good as the attribution behind it. Reports that look empty usually mean leads were captured without a source, or opportunities without a service.