Open customer reports
From the customers area.
Source reports show which channel, campaign or QR code brings the most and most valuable customers; stage reports reveal where customers stall and the conversion rate between stages.
Where customers come from, and where they stall in the buying journey.
From the customers area.
Count and value per source.
Conversion and time in stage.
Spend on the profitable sources.
Find the stage that needs work.
Every change shows up in the numbers.
New leads, won revenue, conversations, calls and bookings over time.
What needs your attention right now, in one line when you open the dashboard.
First response time, resolution rate and satisfaction per channel.
Conversations, calls and deals per teammate.
Visits and conversions for every landing page and QR code.