Open Reports and choose a date range. Reports are grouped by what they answer.
| Report |
Shows |
| Lead Volume |
How many leads arrived over time. |
| Source Performance |
Which sources bring the most leads. |
| Pipeline Funnel |
How many leads reach each stage. |
| Pipeline Bottlenecks |
Where leads get stuck. |
| Source Attribution |
Which source the wins came from. |
| Response Time |
How quickly leads get a first response. |
| Report |
Shows |
| Agent Performance |
How each team member handles their leads. |
| Revenue by Rep |
Revenue attributed to each person. |
| Report |
Shows |
| Automation Stats |
How your automations are performing overall. |
| Email Sequence |
Results for each email sequence. |
| Form Analytics |
Views and submissions for each lead capture form. |
| Report |
Shows |
| Audit Log |
A record of changes made in your organization. |
Open Scheduled reports to have a report emailed automatically. Choose the report, how often (daily, weekly or monthly) and the email addresses to send it to. You can edit or switch off a schedule at any time.