Reporting dashboards
You shouldn’t need a spreadsheet weekend to know how the business is doing. We build one plain view of the numbers that matter, from your own records.
What you can see
- New leads by source: calls, texts, forms, referrals and campaigns.
- How quickly leads got a first reply, and which ones are still waiting.
- Appointments booked, completed and missed.
- Quotes sent, won and lost, with the reasons you record.
- Revenue invoiced and collected, from your real payment records.
- A monthly summary in plain language, with the numbers it’s based on.
Real numbers only
Every figure comes from records in your systems: your phone logs, your calendar, your pipeline and your payments. If a number can’t be measured yet, the dashboard says so instead of showing an estimate. That’s one of the principles on our about page.
Revenue figures are visible only to the people you choose.
Common questions
Do I need to enter data by hand?
Mostly no. Once lead response, booking and invoicing are connected, the dashboard fills itself. Anything entered by hand is labeled as such.
Can I see results per campaign?
Yes, when each campaign uses its own form, landing page or tracking link, leads and bookings are counted per campaign.
Related
CRM setup and cleanup
One organized place for every customer, lead and job: we set up your CRM, import your contacts, merge duplicates and build a pipeline that fits.
Admin and document automation
Quotes, intake forms, invoices and data entry handled automatically, with your approval on anything that goes to a customer.
How it works
How a Keystone engagement works: a free response audit, setup connected to your phone, calendar and tools, your approval on every message, then monthly reporting.
Get a free response audit
Tell us how leads reach you today. We’ll show you where they slip through and what we’d set up first. No obligation.
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