User Guide
Reports
Review monthly performance, understand what changed, and decide what to work on next
What Reports Are For
Reports turn activity into a readable business story.
Use this page when you want to understand what changed over a time period, not just what is happening right now.
Dashboard Versus Reports
Use:
- Dashboard for the current snapshot
- Reports for a fuller monthly or period-based review
Best Way To Read A Report
- Start with the summary.
- Check traffic, leads, calls, and bookings.
- Compare this period to the last one.
- Review the work that happened during that time.
- Pick the next action based on what changed.
Questions Reports Should Help You Answer
- What improved?
- What dropped?
- Which work seems to be helping?
- What still needs attention?
- What should we prioritize next?
Best Follow-Up Moves
- website issue -> Websites & SEO
- lead quality issue -> Opportunities
- weak booking flow -> Agents
- unclear business context -> Client Overview
Good Habit
Do not only read the top number.
Read the summary, the trend, and the likely reason together. That is what turns a report into a useful decision.