Reading your reports
Choose a time period and read your KPIs, goal pacing, and charts to understand your business and make decisions.
Quick answer
The Reports page is driven by a time period you select (today through year-to-date, or custom). It shows KPI cards, goal pacing, charts for GCI, pipeline, activity, and lead sources, and a detail table.
Working your daily list keeps deals moving, but every so often you need to step back: How's my month going? Am I on pace? Where are my leads coming from? The Reports page answers all of that in one place.
Choosing a time period
Everything is driven by a period you select at the top — today, this week, this month, this quarter, year-to-date, or a custom range. Change the period and every section recalculates for that window. Periods respect your profile timezone.
The KPI summary
Your headline numbers for the period: closed deals, GCI earned, new leads, follow-ups completed, activities logged, and conversion rate. Read them together — a strong GCI month with low new-lead numbers might mean you're harvesting but not refilling the pipeline.
Goal pacing and the charts
The page includes your goal pacing alongside the period KPIs, connecting "how did this month go?" to "am I on track for the year?" Four charts turn your data visual: GCI/closed deals over time, pipeline by stage, activity by type, and lead sources — the last being one of your most valuable reports over time.
Turning reports into decisions
Check pacing and GCI to see if you're on track; pipeline-by-stage and new-lead counts to judge pipeline health; lead sources to guide your marketing spend; activity vs conversion to tell whether a slow month is about effort or conversion. Review on a regular rhythm — a weekly glance and a monthly deeper look works well.
Steps / Key takeaways
- Every section recalculates for the period you select.
- Read KPIs together, not in isolation, to see the real story.
- The lead-sources chart shows which channels actually produce business.
Frequently asked questions
Can I choose any date range?
Yes. Alongside preset periods (today, week, month, quarter, year-to-date), a custom range lets you pick any start and end date.
Do reports respect my timezone?
Yes. Periods are calculated against your local day, so "this week" means your week.
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