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Reports

See how your pipeline and outreach are performing.

This guide is expanding — overview for now.

Available reports​

  • Overview — high-level KPIs at a glance.
  • Leads — pipeline and status breakdown, source analysis.
  • Appointments — booking rates, confirmations, and cancellations.

Features​

  • Filter by date range.
  • View trends over time.
  • Export to CSV/PDF and drill down into the underlying records.