See how your business is doing with Reports
Reports turn your work into simple numbers, so you can see what's going well and what's costing you jobs.
Click Reports in the left-hand menu.
Choose a From and To date.
Press Update.
What you'll see
- Leads Created and New Customers.
- Quotes Sent, Quotes Accepted and Quotes Declined.
- Money Won.
- Leads Lost — Reasons: why jobs fell through.
Tip
The reasons only appear if you note them when you mark a lead as lost. It takes five seconds and shows you exactly what's costing you work. See Understand lead statuses and how to change them.
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.