Analytics & Reporting

Know your numbers

Revenue dashboards, pipeline analytics, and campaign metrics — everything you need to make data-driven decisions and grow your agency with confidence.

Revenue MTD

$38.2k

Pipeline Value

$98k

Win Rate

62%

Avg Deal Size

$6.8k

Monthly Revenue

20252026
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Win Rate Trend

Insights that drive growth

Revenue Dashboard

See monthly recurring revenue, one-time project income, and outstanding invoices in a real-time dashboard.

Pipeline Metrics

Track conversion rates between pipeline stages. See where deals stall and optimize your sales process.

Win/Loss Analysis

Understand why you win or lose deals. Break down by proposal type, client size, or project category.

Period Comparison

Compare performance month-over-month or year-over-year. Spot trends before they become problems.

Campaign Performance

Track email campaign open rates, reply rates, and conversion to meetings. Optimize your outreach strategy.

Export Reports

Download reports as CSV or PDF. Share with partners, accountants, or team leads.

Grow with data, not guesswork

Analytics built for agency owners who want to scale intentionally.

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