What is the Reporting Section?
The Reporting section is a live marketing performance dashboard. It consolidates the results of all platform-managed campaigns in one place, allowing performance to be monitored across all active channels without logging into multiple platforms.
What You Can See in Reporting
The Reporting dashboard shows three headline KPI cards at the top — Total Leads, Booked Meetings, and Conversion Rate — each displaying the current figure and the percentage change versus the previous period.
Below the KPIs, leads are broken down by channel in three separate sections:
Form Leads by Channel — the number of form submissions from each source (Google Business Profile, Organic Search, Google Ads, Facebook Ads, and Other).
Call Leads by Channel — the number of phone leads from each source.
Booked Meetings by Channel — confirmed appointments attributed to each channel.
A time-range filter at the top right allows switching between 24 hours, 7 days, 30 days, 3 months, and 12 months.
The Reporting dashboard — KPI summary cards with leads broken down by channel.
Booked Meetings by Channel section — confirmed appointments per marketing source.
The Reporting dashboard showing KPI summary cards and leads broken down by channel.
The Booked Meetings by Channel section, showing confirmed appointments per marketing source.
When Data Starts Appearing
Reports appear once activity data is available. Until campaigns are live and generating leads, the section will display a message indicating that no data is available. Data begins populating as soon as the Tracking system is live and the first leads are captured.
Frequently Asked Questions
Does Reporting need to be set up manually?
No. Reporting populates automatically once tracking is configured and campaigns are live. No manual setup is required.
How often does the data refresh?
The Reporting dashboard updates in real time. Data appears as soon as leads are captured and activity is recorded across active channels.