Client Reports
Understand your customer base with yearly client totals, new client growth by referral source, venue address activity, and lead conversion metrics.
By Hrant1 author5 articles
- Client / Venue Address Activity ReportSee the most recent order activity by client or venue address, with filters and built-in exclusions.
- Client Yearly ReportSee yearly order totals grouped by client across recent years, with filters and built-in exclusions.
- New Clients ReportSee clients added in a period, optionally by referral source, with filters and built-in exclusions.
- Leads ReportA date-filtered list of transactions with totals and amounts paid, with filters and built-in exclusions.
- Lead Conversion ReportTrack new versus converted leads and potential versus actual income over time, with filters and exclusions.