See which ads, and which salespeople, bring in sales
How many enquiries came in, how many became serious, what you won and where each one came from, in your own currency. Tap any number to see the customers behind it.
In plain words:The reports read your sales board, so nothing is typed in twice. When a number looks wrong, you click it and see exactly which customers it counted.
Volume is the platform’s number, quality is yours
Which ads send serious buyers, not just form-fillers
Measured from your own board, in your own currency, and every bar opens into the exact customers it was counted from.
The middle bar is the one people delete before a meeting. On the ICO's summary of the DUAA changes a text or email sent but not necessarily received is still within PECR's scope, so a delivery chart without its failures is shorter than the record rather than cleaner than it. Direction, status, timestamps and the provider's own id stay on each line.
The reports read your board, so nothing is typed in twice
The numbers come from the work your team already did. Reporting needs no extra step from anyone.
- 01The information arrives as work happens.Customers carry their channel and campaign from the moment they arrive; stages move as sales progress; values are entered once. There is no reporting chore.
- 02Pick a report, or build one.Sales, ads, team activity and what the AI did come ready. The builder puts together your own from the same numbers and saves it.
- 03Open any number.Every figure opens into the customers behind it, so a number that looks wrong is checked in two clicks rather than argued about.
Numbers you can trust, on every report
These hold on every figure, whatever anyone configures.
Every part of the work
Named, so you know what "reports" covers.
Sales
- Totals per stage
- How often you win
- What you won
- How long sales take
Ads
- Enquiries by channel
- Serious customers by campaign
- Sales by ad
- Cost per serious customer
People and the AI
- Replies and follow-ups
- Appointments booked
- Sales per teammate
- What the AI handled
What changes in your month
A Monday meeting that runs on numbers
Totals per stage, how often you win and what you won, with the customers behind each one. The meeting stops being a round of guesses and becomes a review of the same figures everyone can open, including the ones nobody likes.
Both totals are right. The tax year runs 6 April to 5 April, so a client's final quarter opens on the 6th and ten days of deals decide a £25,500 gap between two honest answers. Pick the boundary before you draw the trend, and write which one you picked on the slide.
Ad decisions with sales attached
Enquiries, serious customers and sales by channel, campaign and ad. You can finally answer which ad produced customers rather than which produced the cheapest form fills, and move budget with evidence in front of you.
A report you can hand to somebody
Put together your own from the numbers that matter to you, save it, and print it as a PDF for a partner or a board. A monthly report takes a minute instead of a morning. The numbers in it are the same ones on the board, so nobody argues about a different version.
Questions people ask before they buy
What do I need to set this up?
Nothing. The reports read the work your team already does on the sales board and in the inbox. To see ad spend and cost per serious customer, connect your ad accounts.
Who sets it up?
Nobody needs to. The standard reports are ready from day one; you can save your own views, and our team builds them for you on the Lead Generation + CRM plan.
Which plan includes it?
Every plan. The pricing page shows what each plan includes.
Can I see which ad brought the sale?
Yes. Enquiries, serious customers and sales are broken down by channel, campaign and ad, from your own sales board.
Are the numbers in my currency?
Yes. Values are stored once and added up in your currency, so a report and a customer record never disagree.
Can I check a number that looks wrong?
Always. Every number opens into the exact list of customers behind it, so you can check any figure in two clicks.
Can managers see the team's numbers?
Yes. Managers see their team; salespeople see their own work.
How is this different from Attribution?
Reports show you which ads bring customers. Attribution tells the ad platforms the same thing, so their systems find more of them.
Run your Monday meeting on real numbers.
Which ads paid off, who is closing, and the customers behind every figure.