Understanding How To Navigate and Use Your Reporting Dashboard

The Reporting Dashboard is a feature of that allows you to easily pull reports and review data and metrics for a variety of predetermined reportable features. 

is capable of providing data and graphs for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointments.

NOTE: If you wish to use the Google Ads or Facebook ads reports, you must have your Google and/or Facebook account integrated into _CompanyName.

Here’s a brief overview of the reports you may have available:

• Google Ads: provides metrics for campaigns, ad groups, ads, keywords, and conversions
• Facebook Ads: data available for campaigns, AdSets, ads, and demographics
• Attribution Report: gives an overview of the source and conversions for your forms, surveys, and calendars
• Call Reporting: includes statics on call duration, answered vs. missed calls, and more
• Agent Report: gives an overview of call metrics, SMS and email statistics, and more for your team of users/agents
• Appointment Report: displays various graphs and statistics on appointment outcomes and more

The Reporting Tab includes a specific report on your Google Ads data. If you’ve integrated a Google Account and are using Google ads, you can view your ad data here.

If you’ve integrated your Facebook account and are using Facebook for ads, you can view your ad data here.

The Reporting Tab includes a specific report on source and conversion for your system’s attribution. This allows you to determine the source of your leads.

Reviewing the various boxes of statistics and graphs, you can see the attribution data. From the dollar amount of revenue closed, to the total number of opportunities closed, and more, check out each graph and statistic box.

Using various available filters, you can view the call source, duration, and more. You can also export the data if you need a spreadsheet/list of the information.

Call Reporting:

Using various available filters, you can view the call source, duration, and more. You can also export the data if you need a spreadsheet/list of the information. This section shows you the statistics of your phone calls: missed calls vs answered calls, as well as other call metrics.

Appointment Reporting:

Here, using various available filters, you can view the status of appointments, compare the booking channel and source, and export the data if you need a spreadsheet/list of the information.

By clicking on filters you can select a desired filter for a specific calendar, appointment created on/booked for, and timeframe.

In the 1st row you’ll see boxes for Booked, Confirmed, Showed, No Show, and Canceled Appointments.

In the 2nd row, you can view the pie charts for Booking Channel, the Appointment Source, and Outcomes.

The 3rd row provides a list view of your appointments. You can select a specific status from the drop-down menu to view only those appointments.

Clicking 'Columns' will allow you to change the display.

An 'Export' button will allow you to export a list of the data.

NOTE: If you wish to view reporting metrics for one single day, be sure to check that date as the start and end date. You must have both selected for the stats to appear. The example below shows how you can run reporting for January 1, 2022, by choosing January 1st as the start and end date.