Per-person performance, the response breakdown of every client, marketing analysis by campaign and lead source with cost per lead, and sales and revenue figures you can export.
A per-person table of leads, follow-ups, visits and bookings, so you see who is converting and who is stuck.
Every client by the last response logged on them, with a drill-down to the list behind each number.
Leads, qualified, visits, bookings, cost per lead and response time by campaign and by lead source, with where and why follow-ups were lost.
Bookings and revenue figures, counted the way the reports overview explains.
Get report data out for your own sheets and reviews.
How fast leads get their first response, by source and by campaign.
Leads from ads, portals and forms arrive with their source and campaign.
Calls, visits and bookings are logged as the team works.
Compare people, sources and campaigns, and move budget to what converts.
From the campaign spend recorded for each source, divided by the leads that source brought.
Yes. Reports follow the same access as the rest of BMexa, so a head sees their team.
Yes. Report data can be exported.
Yes. The marketing analysis shows where and why follow-ups were lost, by campaign and by lead source, next to leads, visits and bookings.
Every client grouped by the last response logged on them, with a drill-down to the list behind each number, so you can see how many leads are waiting on a callback or never answered.
Open Performance for the last 30 days for the people side, then Marketing analysis for the spend side; both count enquiries by the same stages.
Step-by-step guides for each part of this workflow.