Reports
Sales, revenue and performance reports, and how the numbers are counted.
5 articles
- Reports overview and how the numbers are countedWhich reports BMexa has, who sees what, and the exact rules behind leads, visits, follow-ups, bookings and response time.
- Team performance and the Response breakdownRead the per-person performance table, then switch to the Response breakdown to see every client by the last response logged on them and drill down to the list.
- Marketing analysis reportLeads, qualified, visits, bookings, cost per lead and response time by campaign and by lead source, with where and why follow-ups were lost.
- Sales and revenue figuresWhere bookings, collections and revenue show today, and what the Reports menu does and does not have.
- Getting report data outReport pages have no download button; here is what can be exported and how to get the rows behind a number.