The numbers that run the business, on one screen, every morning.
Calls answered and missed, leads by source, appointments booked, quotes outstanding, revenue collected, reviews earned — and if you run ads, what each one cost. Live, on your phone, without a spreadsheet.
And how many the receptionist took at night.
Google, Facebook, referrals, website, ads — with cost per lead.
What's quoted, what's booked, what's stuck.
Where to pushPlus reviews this month and reply times.
The business in 60 secondsWhy this matters for a business like yours
Most owners know how the month felt, not what it did. The dashboard replaces the feeling: every call, message, booking, quote and payment already runs through your account, so reporting is just showing you what happened — and what it came from.
Attribution is the part that changes decisions. When you know a Google listing produced 31 calls and the Facebook ad produced 4, you stop guessing where the next dollar goes. If you run Google or Facebook ads, spend and results are pulled in so you see cost per lead and cost per booked job, not just clicks.
Reporting Dashboard, in full
- ✓Call reporting — answered, missed, recovered by text-back, by day and hour.
- ✓Lead sources — which channel or campaign each lead came from.
- ✓Appointment stats — booked, showed, no-showed, by service and staff.
- ✓Pipeline value — dollars in each stage, conversion between stages.
- ✓Revenue — invoiced, paid, outstanding, by month.
- ✓Reviews — new reviews and rating trend.
- ✓Ad reporting — Google Ads and Facebook Ads spend against leads and bookings.
- ✓Team performance — response times, conversations handled, jobs completed per person.
From discovery call to live
Everything's already tracked
There's nothing to set up — calls, messages, bookings and payments create the data as they happen.
We set your view
On onboarding we pin the six or seven numbers that matter for your business to the top.
Check it Monday morning
Sixty seconds on your phone tells you what last week did and what's stuck this week.
What it looks like in three businesses
Missed calls dropped from 38% to 6% after the receptionist went live. That's the first number on the dashboard.
Consult-to-treatment conversion by provider, and which Instagram post produced the most bookings.
Cost per booked job: $61 from Google Ads, $140 from Facebook. Budget moves accordingly.
Straight answers about Reporting Dashboard
Can I see it on my phone?
Yes — the mobile app has the dashboard.
Can you send me a weekly summary instead?
Yes. A Monday-morning email with last week's numbers is a common setup.
Does it replace my accounting software?
No. It shows revenue collected through the platform; your accountant still uses your books.
Related features
Want Reporting Dashboard running by next week?
On Done-For-You we build it from a 20-minute call and show it to you live before it goes on. On Self-Serve it's in your account today.
Usage for calls, texts, emails and AI actions is billed to your card at cost. No contracts. Cancel any time.