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Reporting

Know which marketing actually made money

Build custom reports over nine data sources, drag them onto dashboards and get them emailed on a schedule. Track any outside website with one snippet.

Revenue by source

Sample data

Preview
Emailed every MondaySource: first touch · UTM · gclid · fbclid

Reporting is included.

So is every other module, in one app.

  • $0 to self-host, forever
  • Your own keys, no markup
  • Sandbox mode: try it with zero keys
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What you can do

Report builder

Table, bar, line, pie and number charts over contacts, deals, payments, calls and more.

Scheduled dashboards

Drag-and-drop dashboards emailed daily, weekly or monthly.

Attribution

First-touch source and UTM reporting, from first click to won deal.

Email to revenue

A funnel from sent to opened, clicked and paid within 7 days of the click.

Pipeline funnel

Stage-to-stage conversion, win rate, average deal size, days to close and lost reasons.

Appointment reports

Booked, showed, no-show, cancelled and rescheduled, by calendar and over time.

Team and call reports

Answer rate, talk time and median first response time per teammate.

Visitor to contact

When a tracked visitor fills a form, their earlier anonymous page views join their contact timeline.

Tracking snippet

Page views, UTMs and form capture on outside sites, skipping password and card fields.