Reports & Analytics
Stop guessing which channels work. Reports turn your day-to-day activity into the few numbers that drive decisions.
The reports section answers the questions owners actually ask: where do my best leads come from, where are deals stuck, and who's converting? Every chart respects a date-range filter, with a one-click reset to the current month.
Reports & Analytics
Leads by source#
A bar chart comparing total leads vs. won deals for each source. This is the chart that tells you where to spend your time and budget — a source with lots of leads but few wins may be low quality, while a smaller source that converts well deserves more investment.
Leads by status#
A donut chart showing how your leads are distributed across pipeline stages. A glance tells you whether you have a healthy spread or a bottleneck building up in one stage.
Monthly lead volume#
A line chart of incoming leads over the last six months, so you can see the trend — is inflow growing, flat, or seasonal?
Counselor performance#
A sortable table breaking down each team member's numbers:
- Assigned count
- Contacted count
- Interested count
- Won count
- Conversion rate
It's the fair, objective way to spot your top performers — and to see who might need coaching or a lighter load.