Reporting

Dashboards, reports and attribution.

Dashboards

• Lead source report explained
• What Are Dashboard Widgets?
• How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
• How to add attribution and UTM parameters as filters on custom widgets
• How to Create & Add Dashboard Widgets
• How To Create A Custom Dashboard
• How to Create Dashboard Templates
• Account Dashboard Page - View or Edit
• Customizing Dashboard Widgets
• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Duplicating widgets on a dashboard
• Edit widgets on the dashboard
• Email Widgets
• How Funnels and Stage distribution widgets work
• How to change the Timezone for a Dashboard (Logged in User)
• How to Customize Dashboard Themes
• How to Customize Dashboards by Adding Titles, Images, and Text Boxes
• How to Edit a dashboard
• How To Embed External Content On A Dashboard
• How to inject User/Sub account Properties in Iframes on Account Dashboards
• How To Manage Dashboard Permissions
• How To Pin Favorite Dashboards
• How to set a Default Dashboard
• How to switch Timezones for your Dashboards
• How to use “Only Assigned Data” setting with Dashboard
• How to use Table Charts for Dashboard Widgets
• Quick Filters on Dashboards
• Rearrange widgets
• Removing a widget
• Resize widgets
• Visitor Data Widgets
• FAQs

Reports & attribution

• Understanding Attribution Source (Ad Reporting)
• Understanding Facebook Ad Reporting Terminology
• Understanding Google Ad Reporting Terminology
• Understanding Sales Velocity In Agent Reporting
• How to add Client Spend to Google/Facebook Ad Reporting?
• How to create and schedule reports
• How to set up Facebook Ad Reporting
• How to set up Google Ad Conversion Actions
• How to set up Google Ad Precautionary Tracking Script
• How to set up Google Ad Reporting
• Appointment Report
• Call Reporting
• Chat Widget Attribution
• Google Analytics 4 Tracking
• How to record Pageviews into Google Analytics for Funnels/Websites (GA4)
• How to send data to Google Analytics within a Workflow
• User / Agent Reporting
• Troubleshoot Guide For Google Ad Reporting
• Troubleshooting Facebook Ad Reporting
• When contact detail page is Missing Activity