Reports and analytics
4 min readReports are most useful when they answer simple questions. Keep the review routine short and practical.
What you need before you review reports
- A defined lead pipeline.
- At least one week of activity to compare.
- A clear way to track follow-up and payment status.
What to check each week
- 1Look at how many leads moved through each stage.
- 2Check which inquiries have gone quiet.
- 3Review any overdue follow-ups or payments.
How to use the results
- Fix the slowest stage first.
- Remove any step that does not help the team decide what to do next.
- Use the report to simplify the process, not add more work.
Next step
Need help reading reports?. If you want a guided rollout, our team can help with integrations and onboarding.