Reports and dashboard

Your live dashboard, reports for any date range and exports.

Your dashboard

Upcoming events, new leads, this month's revenue, balances due, open action items and overdue invoices, updating live as things happen.

Running reports

Five reports covering leads, bookings, money, sales and marketing, each for any date range and compared with the period before or last year.

Exporting reports and Google Sheets feeds

Download any report as a CSV or PDF, export a mailing list from your bookings, or pull live figures into Google Sheets.

Still stuck?

Tell us what you are trying to do and we will point you in the right direction.