Reports
Reports are a view over your enquiries rather than a second set of figures maintained beside them. Every number opens onto the rows behind it, because a figure you cannot open is a figure you cannot defend.
How it works
- 01
Pick a period
Today, this month, this quarter. Every window begins where your dealership is, not where the server is — a report run in Doha does not start three hours late.
- 02
Read conversion by stage
Where decisions stop is more useful than how many you have. A stage that everything enters and nothing leaves is a process problem, not a people problem.
- 03
Drill into any number
Every figure opens onto the enquiries behind it. That is what makes a report usable in a conversation rather than only in a slide.
- 04
Export when you need to
Exports carry the same columns and filters you see on screen, so the sheet matches the report.
Worth knowing
Reports count what was recorded. A quiet week in the numbers is sometimes a quiet week in the recording, and the two are worth telling apart.
Deleted contacts keep their historical rows. Removing somebody's identity does not rewrite last quarter.