The Reporting Dashboard is a feature of your system that allows you to easily pull reports and review data and metrics for a variety of predetermined reportable features. The system 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 […]
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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. Step 1: Accessing The Report Navigate to the Reporting section of your system. From the Reporting menu, choose “Conversion Report” or “Source Report”. In the dropdown on the top right,
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The Reporting Tab includes a specific report on Facebook Ads. If you’ve integrated your Facebook account and are using Facebook for ads, you can view your ad data here. Step 1: Accessing The Report Navigate to the Reporting section of your system. From the Facebook Ads dropdown menu, choose what report data you wish to
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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. Step 1: Accessing The Report Navigate to the Reporting section of your system. From the Google Ads dropdown menu, choose what report data you wish
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The Reporting Tab includes a specific report on “Agent Reporting”. This allows you to track information about your team and users within your system. Perhaps you have a sales team, or other team members who you want to view statistics on. The Agent Reporting allows you to view Opportunities and Conversions, email and SMS stats,
The Reporting Tab includes a specific report on your system’s calls. 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. Follow these simple steps to learn how: Step 1: Accessing The Report Navigate to the Reporting section
The Reporting Tab includes a specific report on your appointments. 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. Follow these simple steps to learn how: Step 1: Accessing The Report Navigate to the Reporting
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